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Source document· June 11, 2026

Adobe Reports Record Q2 Results

View original at finance.yahoo.com
Adobe Reports Record Q2 Results Adobe Raises FY26 Total Revenue and Non-GAAP EPS Targets AI-first ARR triples year over year and exceeds $500 million SAN JOSE, Calif., June 11, 2026--(BUSINESS WIRE)--Adobe (Nasdaq:ADBE), the global technology leader that unleashes creativity and productivity for individuals and busines…
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  • FY26 financial targets factor in the acquisition of Semrush Holdings, Inc. and assume current macroeconomic conditions.

    60% confidence

  • Q2 FY2026 GAAP results reflect a $0.17 per share non-cash goodwill impairment charge related to the Publishing & Advertising reporting unit.

    60% confidence

  • Adobe is bringing AI products to consumers, business professionals, creators, and marketers to deliver on its mission to Empower Everyone to Create.

    60% confidence

  • AI-first ARR tripled year over year and exceeded $500 million.

    60% confidence

  • Adobe delivered record revenue of $6.62 billion in Q2 reflecting strong AI-driven demand across customer groups and is raising full-year fiscal 2026 revenue and non-GAAP EPS targets.

    60% confidence

Data points we hold from this source

Adobe Inc. · backlog27.10 USD
Adobe Inc. · margin2.24 USD
Adobe Inc. · eps4.25 USD
Adobe Inc. · cash2.17 USD
What we know · the intelligence behind this page
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What we're seeing
Vertical AI Agents Attract a Funding Wave Across Fintech-Adjacent Industries
A cluster of AI-native startups applying autonomous agents to narrow, operational problems — hotel front-desk staffing (Dextr AI), identity/fraud risk for financial institutions (Baselayer), insurance distribution (Napo, Connie Health, MGT Insurance) — closed seed-to-Series A rounds within days of each other in September 2026, with CB Insights running a coordinated CEO interview series to spotlight them. The pattern points to agentic AI maturing from generic chat tools into vertical, revenue-generating products, with identity verification for AI agents themselves (Baselayer) emerging as a new fintech infrastructure category responding directly to AI-driven fraud risk.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Adobe Reports Record Q2 Results — Source | Via News | Via News