Adobe (ADBE): FY26 Q3 earnings call, Sep 10, 2026
On its Sep 10, 2026 earnings call (FY26 Q3), Adobe said 7 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
13 words · 7 settled yes · our count agreed on 13 of 13- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| GenStudio | Yes | 5 | 5 | ✓ | 93%transcripts from the transcript model | Hear it 16:18, GenStudio | – |
| Semrush | Yes | 5 | 6 | ✓ | 87%n=3+tx from settlement history blended with transcripts | Hear it 17:14, Semrush | – |
| Disney | Yes | 4 | 4 | ✓ | 41%transcripts from the transcript model | Hear it 13:53, Disney | – |
| Topaz Labs | Yes | 2 | 3 | ✓ | 25%transcripts from the transcript model | Hear it 12:30, Topaz Labs | – |
| LLM Optimizer | Yes | 1 | 1 | ✓ | 83%n=3+tx from settlement history blended with transcripts | Hear it 17:34, LLM Optimizer | – |
| 3D | Yes | 1 | 1 | ✓ | 76%n=3+tx from settlement history blended with transcripts | Hear it 10:26, 3D | – |
| Tailwind | Yes | 1 | 1 | ✓ | 65%n=1+tx from settlement history blended with transcripts | Hear it 37:40, Tailwind | – |
| Generative AI / Gen AI | No | 0 | 0 | ✓ | 79%n=4+tx from settlement history blended with transcripts | – | |
| OpenAI | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – | |
| Nvidia | No | 0 | 0 | ✓ | 57%n=1+tx from settlement history blended with transcripts | – | |
| Anthropic | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – | |
| YouTube | No | 0 | 0 | ✓ | 29%n=3+tx from settlement history blended with transcripts | – | |
| Firefly Video | No | 0 | 0 | ✓ | 25%n=3+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.
10 matches for “Subscription”; 5 quoted, at least 25 words apart.
…transforming Adobe in the era of agentic AI. Turning to Q3 results, subscription revenue for business professionals and consumers was $1.91 billion, growing 15% year-over-year.
…and the U.S. Department of Energy Los Alamos National Laboratory. In Q3, subscription revenue for creative and marketing professionals was $4.65 billion, growing 12% year-over-year.…
…agentic web apps, Adobe GenStudio, and AEP and apps. Continuous strength in subscription services driven by forward-deployed engineering and strategic value realization engagements with customers.…
…Adobe ending ARR of $27.5 billion, growing 11.2% year-over-year. Total customer group subscription revenue of $6.56 billion, growing 14% year-over-year or 13% in constant currency.…
…$24.55 billion remaining under our April 2026 authorization. Business Professionals and Consumers subscription revenue was $1.91 billion, increasing 16% year-over-year as reported, or 15% in…
Where the listed words were said
…critical solutions: Adobe Experience Platform and native apps for customer engagement, Adobe GenStudio for content supply chain, and Adobe Experience Manager and agentic web apps…
In Q3, we delivered the first unified brand visibility solution, bringing together Semrush AI visibility intelligence with Adobe's agentic content optimization capabilities, grounded in a…
…Intelligence that predicts campaign performance before content goes live. We announced that Disney Imagineering is integrating Firefly Foundry into its theme park design toolkit, bringing…
…more personalized and context-aware over time. We announced our agreement to acquire Topaz Labs, which adds state-of-the-art AI enhancement models in Adobe Firefly Services and…
…expertise across media types, including imaging, design, video, photography, illustration, animation, and 3D, and complemented by our depth of intelligence across creative workflows. With Firefly…
…yesterday, in Acrobat and Express. That is going to give us a tailwind for our growth in Q4, and that will ultimately obviously translate into…
Agents: this page as TSV at /api/v1/appearances/adobe:2026-09-10:earnings_call · words: /api/v1/brief?appearance=adobe:2026-09-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP