Adobe reports Q3 revenue up 13% YoY to $6.76B, vs. $6.7B est., AI-first annual recurring revenue up 150% YoY, and forecasts Q4 revenue slightly below estimates
THE SO WHAT
Adobe growing Q3 revenue 13% YoY to $6.76B with AI-first ARR up 150% YoY shows incumbents can monetize AI features at scale, even if near-term guidance is cautious. If you’re an AI-native creative tool, your differentiation has to be workflow and community, not just “we added generative features.”
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