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.
12 matches for “Subscription”; 5 quoted, at least 25 words apart.
…in new ways in the era of AI. In the first quarter, subscription revenue for Business Professionals & Consumers was $1.78 billion, growing 15% year-over-year.…
…AI creative capabilities with the PDF tools users know and rely on. Subscription upgrades to offerings that include Acrobat Studio value are off to a…
…momentum across our Business Professional & Consumer offerings across individuals and businesses. Subscription revenue in Q1 for Creative & Marketing Professionals was $4.39 billion, growing…
…into AI-assisted creation across the full creative process. As a result, Firefly subscription and credit pack ending ARR grew 75% quarter-over-quarter. Creative Cloud applications continue…
…for our enterprise business, enabling us to deliver Creative & Marketing Professionals subscription revenue of $4.39 billion in Q1, growing 11% year-over-year. Adobe pioneered the…
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…
…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…
…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