Intelligence Feed event · Equity · 2026-09-09

    Adobe sets Q3 FY2026 report with $6.67B-$6.72B revenue guidance

    Question

    Adobe sets Q3 FY2026 report with $6.67B-$6.72B revenue guidance

    Direct answer

    Adobe is scheduled to deliver its Q3 FY2026 earnings on September 10, 2026. The company provided guidance targeting revenue of $6.67 billion to $6.72 billion and non-GAAP EPS in the $6.05 to $6.10 range. Performance across products such as Firefly, Acrobat AI Assistant, and GenStudio has propelled AI-first ARR above $500 million, though market participants are closely reviewing net new ARR metrics against software pricing power.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-09
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Adobe sets Q3 FY2026 report with $6.67B-$6.72B revenue guidance”, revision 1, evidence through 2026-09-09. https://marketontology.com/market-events/2026-09-09/adobe-sets-q3-fy2026-report-with-6-67b-6-72b-revenue-guidance-700548

    EQUITY
    Adobe sets Q3 FY2026 report with $6.67B-$6.72B revenue guidance
    Adobe is scheduled to deliver its Q3 FY2026 earnings on September 10, 2026. The company provided guidance targeting revenue of $6.67 billion to $6.72 billion and non-GAAP EPS in the $6.05 to $6.10 range. Performance across products such as Firefly, Acrobat AI Assistant, and GenStudio has propelled AI-first ARR above $500 million, though market participants are closely reviewing net new ARR metrics against software pricing power.
    ADBE
    Impact
    73
    SEP 9
    SIG
    90%
    ADBE
    Adobe sets Q3 FY2026 report with $6.67B-$6.72B revenue guidance
    Adobe is scheduled to deliver its Q3 FY2026 earnings on September 10, 2026. The company provided guidance targeting revenue of $6.67 billion to $6.72 billion and non-GAAP EPS in the $6.05 to $6.10 range. Performance across products such as Firefly, Acrobat AI Assistant, and GenStudio has propelled AI-first ARR above $500 million, though market participants are closely reviewing net new ARR metrics against software pricing power.
    → Monetization rates of AI-first products directly dictate ARR growth and software multiple expansion across enterprise application vendors.
    Impact
    Adobe is scheduled to deliver its Q3 FY2026 earnings on September 10, 2026. The company provided guidance targeting revenue of $6.67 billion to $6.72 billion and non-GAAP EPS in the $6.05 to $6.10 range. Performance across products such as Firefly, Acrobat AI Assistant, and GenStudio has propelled AI-first ARR above $500 million, though market participants are closely reviewing net new ARR metrics against software pricing power.
    Affected
    ADBE
    Transmission
    Monetization rates of AI-first products directly dictate ARR growth and software multiple expansion across enterprise application vendors.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    ADBEquarterly earnings delivery against $6.67B-$6.72B revenue guide and ARR targetsMixed1-5dAdobe is set to report Q3 FY2026 results on September 10 with expected revenues of $6.67-$6.72 billion and non-GAAP EPS of $6.05-$6.10.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    ADBEMixed254.86 2026-09-09-2.37%-1.71%Pending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

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