Adobe (ADBE): FY26 Q2 earnings call, Jun 11, 2026
On its Jun 11, 2026 earnings call (FY26 Q2), Adobe said 5 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 5 settled yes · our count agreed on 14 of 14- 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 |
|---|---|---|---|---|---|---|
| Semrush | Yes | 16 | 17 | ✓ | 74%n=2+tx from settlement history blended with transcripts | – |
| 3D | Yes | 3 | 3 | ✓ | 73%n=2+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 3 | 3 | ✓ | 33%transcripts from the transcript model | – |
| LLM Optimizer | Yes | 1 | 1 | ✓ | 80%n=2+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | – |
| Generative AI / Gen AI | No | 0 | 0 | ✓ | 93%n=3+tx from settlement history blended with transcripts | – |
| Holiday | No | 0 | 0 | ✓ | 57%n=1+tx from settlement history blended with transcripts | – |
| YouTube | No | 0 | 0 | ✓ | 33%n=2+tx from settlement history blended with transcripts | – |
| Firefly Video | No | 0 | 0 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – |
| Humain | No | 0 | 0 | ✓ | 29%n=2+tx from settlement history blended with transcripts | – |
| Inference | No | 0 | 0 | ✓ | 26%n=2+tx from settlement history blended with transcripts | – |
| Headwind | No | 0 | 1 | ✓ | 23%transcripts from the transcript model | – |
| Qualcomm | No | 0 | 0 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – |
| Google Cloud | No | 0 | 0 | ✓ | 11%n=2+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.
4 matches for “GenStudio”; 3 quoted, at least 25 words apart.
…creatives and marketers can do across our applications and delivery platforms. Adobe GenStudio ARR grew over 25% year-over-year, reflecting enterprise demand for an end-to-end solution…
…AI-first solutions: Adobe Experience Platform and native apps for customer engagement, Adobe GenStudio for content supply chain, and Adobe Experience Manager agentic web apps for…
…drive more traffic to Firefly freemium in H2. Ending ARR across Adobe GenStudio, AEP & Apps, and AEM & Agentic Web growing over 20% year-over-year.
Where the listed words were said
…vision and delivery of our category-defining CXO solutions. The successful acquisition of Semrush unifies our search engine optimization, generative engine optimization, and SEM solutions to…
…released Turntable, both enabling subscribers to turn 2D photos and illustrations into 3D renditions they can rotate and harmonize into their work. Capabilities like these…
…making it an AI content engine for marketing at scale. Our announced NVIDIA partnership will bring accelerated computing to Adobe Firefly Foundry for faster, higher-performing…
…Over 1,500 customer trials are underway for our agentic web offerings, Adobe LLM Optimizer, Sites Optimizer, and Brand Concierge. 60% quarter-over-quarter growth for forward deployed…
Thanks, David. Hello, everyone. In Q2, AI continued to be a tailwind for our enterprise business, enabling us to deliver creative and marketing professional subscription…
Agents: this page as TSV at /api/v1/appearances/adobe:2026-06-11:earnings_call · words: /api/v1/brief?appearance=adobe:2026-06-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP