Adobe (ADBE): FY26 Q1 earnings call, Mar 12, 2026
On its Mar 12, 2026 earnings call (FY26 Q1), Adobe said 5 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 5 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Generative AI / Gen AI | Yes | 4 | 5 | ✓ | 94%n=2+tx from settlement history blended with transcripts | – |
| LLM Optimizer | Yes | 4 | 4 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Semrush | Yes | 3 | 3 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| 3D | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| Holiday | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| YouTube | No | 0 | 0 | ✓ | 51%n=1+tx from settlement history blended with transcripts | – |
| Firefly Video | No | 0 | 0 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| Humain | No | 0 | 0 | ✓ | 47%n=1+tx from settlement history blended with transcripts | – |
| Inference | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Qualcomm | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Google Cloud | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
3 matches for “Semrush”; 3 quoted, at least 25 words apart.
…decisions using immersive and conversational experiences. We expect our pending acquisition of Semrush will expand our offering to provide marketers with a comprehensive solution to…
…which assume current macroeconomic conditions and do not include the contribution of Semrush, which we continue to expect to close in Q2, subject to regulatory…
…to shareholders. That framework is standing the test of time. We've announced Semrush, great asset, great acquisition, complements the business well and allows us to…
Where the listed words were said
…and our focus remains on giving customers meaningful choice between stock and generative AI as they build their creative and marketing workflows. Q1 reinforced our…
…per visit. Adobe's brand visibility solution, which includes Adobe Experience Manager, Adobe LLM Optimizer and Adobe Brand Concierge empowers brands to engage consumers across their…
…content production capabilities, which can be run in automated workflows. These include 3D digital twin workflows showcasing physical products, image and video resizing across every…
Agents: this page as TSV at /api/v1/appearances/adobe:2026-03-12:earnings_call · words: /api/v1/brief?appearance=adobe:2026-03-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP