Released
FY2026 Q2
Earnings ReviewADBE
BEATAdobe
Adobe Inc. · Software (Creative/AI)
Thu, June 11, 2026·After Market Close
SoftwareADBEAdobeAIEarnings
01Wall Street Consensus
EPS$5.82
Revenue$6.45B
02Earnings Results
EPS$5.96+2.4%
Revenue$6.62B+2.6%
After-Hours Reaction-6.3%
Key Takeaways
- Non-GAAP EPS $5.96 — vs. consensus $5.82, +2.4%
- Revenue $6.62B (+13% YoY) — record quarter, above $6.45B consensus
- FY2026 revenue guidance raised to $26.5-26.6B (from $25.9-26.1B)
- FY2026 non-GAAP EPS guidance raised to $24.35-24.45
- AI product demand cited as growth driver
- CFO Dan Durn leaving for Marvell (effective June 15) — management uncertainty
Key Checkpoints
Upside Catalysts
Risk Factors
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)