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5 Insightful Analyst Questions From Adobe’s Q3 Earnings Call

Adobe’s third quarter was marked by double-digit revenue growth and a positive market reaction, driven by strong adoption of AI-infused products and rising demand across its core creative and digital experience segments. Management attributed the performance to rapid integration of generative AI into flagship offerings such as Photoshop, Illustrator, and Acrobat, as well as successful launches like Acrobat Studio and Firefly. CEO Shantanu Narayen highlighted that “AI represents a tectonic technology shift and presents the biggest opportunity for Adobe in decades,” pointing to accelerating product usage and adoption from both creative professionals and business users.

5 Insightful Analyst Questions From Adobe’s Q3 Earnings Call

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Management attributed the performance to rapid integration of generative AI into flagship offerings such as Photoshop, Illustrator, and Acrobat, as well as successful launches like Acrobat Studio and Firefly. CEO Shantanu Narayen highlighted that “AI represents a tectonic technology shift and presents the biggest opportunity for Adobe in decades,” pointing to accelerating product usage and adoption from both creative professionals and business users. Is now the time to buy ADBE? Find out in our full research report (it’s free). Adobe $(ADBE)$ Q3 CY2025 Highlights:Revenue: $5.99 billion vs analyst estimates of $5.90 billion (10.7% year-on-year growth, 1.4% beat)Adjusted EPS: $5.31 vs analyst estimates of $5.18 (2.5% beat)Adjusted Operating Income: $2.77 billion vs analyst estimates of $2.69 billion (46.3% margin, 2.9% beat)Revenue Guidance for Q4 CY2025 is $6.1 billion at the midpoint, roughly in line with what analysts were expectingManagement raised its full-year Adjusted EPS guidance to $20.83 at the midpoint, a 1.1% increaseOperating Margin: 36.3%, in line with the same quarter last yearAnnual Recurring Revenue: $18.59 billionBillings: $6.19 billion at quarter end, up 10% year on yearMarket Capitalization: $153.6 billionWhile we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. \nThose are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. \nHere is what has caught our attention. Our Top 5 Analyst Questions From Adobe’s Q3 Earnings Call\nKeith Weiss (Morgan Stanley) asked about Adobe’s differentiation in AI model integration and potential risks from ad platforms building their own AI. President David Wadhwani explained the strategy of offering choice and integration, while CEO Shantanu Narayen emphasized Adobe’s ability to blend multiple AI models within its applications.\nBradley Sills (Bank of America) inquired about which AI-first products drove upside in annual recurring revenue. Narayen pointed to broad momentum across Firefly, Acrobat AI Assistant, and GenStudio, noting that the company quickly exceeded its $250 million AI-first ARR target.\nTyler Radke (Citi) raised questions about the impact of pricing and migration to Creative Cloud Pro. Narayen responded that migration was strong and broad-based, with strength across all creative segments rather than just from price changes.\nMark Moerdler (Bernstein Research) questioned whether AI adoption would shift Creative Cloud revenue from seat-based to consumption-based models. Narayen and Wadhwani said both seat expansion and automation are growth drivers, with AI being monetized through integrated software and value-based pricing.\nMichael Turrin (Wells Fargo Securities) asked about margin sustainability given increased AI adoption. CFO Daniel Durn described ongoing productivity initiatives in AI infrastructure and margin management, highlighting the company’s focus on cost optimization and operational efficiency.\nCatalysts in Upcoming QuartersIn the coming quarters, the StockStory team will be closely monitoring (1) the adoption rate and monetization of new AI-powered product tiers, particularly the LLM Optimizer and expanded Firefly offerings; (2) the impact of Creative Cloud Pro and Acrobat Studio rollouts on subscription upgrades and customer retention; and (3) continued enterprise uptake of GenStudio and Firefly Services for content automation. Execution on these initiatives will be critical to sustaining growth.Adobe currently trades at $363.55, up from $350.82 just before the earnings. At this price, is it a buy or sell? The answer lies in our full research report (it’s free). High-Quality Stocks for All Market ConditionsWhen Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses. Don’t let fear keep you from great opportunities and take a look at Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI?  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