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 “Photoshop”; 4 quoted, at least 25 words apart.
…across surfaces, including mobile, web, and flagship Creative Cloud applications such as Photoshop, Illustrator, and Premiere. The new personalized journeys for creators drove approximately 50%…
…drawn to the Adobe brand includes users seeking to purchase Creative Cloud, Photoshop, and other CC apps and an increasing number of new users who…
…We continue to deepen AI capabilities across our flagship Creative Cloud applications. Photoshop added Rotate Object and Illustrator released Turntable, both enabling subscribers to turn…
…MAU, which includes web and mobile versions of Firefly, Express, Premiere Pro, Photoshop, and Lightroom, crossed 90 million, growing over 70% year-over-year. Continued strong generative…
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…
…Foundry for faster, higher-performing custom models across image, video, audio, vector, and 3D, plus a cloud-native 3D digital twin built on Omniverse and OpenUSD. Enterprise…
…platforms, including Microsoft Copilot, Anthropic, OpenAI, and Google Gemini. Our partnership with NVIDIA brings CX Enterprise Coworker capabilities into the NemoClaw Enterprise Agent platform,…
…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