---
title: "Adobe's third-quarter performance exceeded expectations, with annualized revenue from AI business surpassing $5 billion"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/256992329.md"
description: "Adobe's third-quarter financial report showed that revenue reached $5.99 billion, a year-on-year increase of 11%, exceeding expectations. The adjusted earnings per share were $5.31, also higher than the expected $5.18. The annualized revenue from AI business surpassed $5 billion, and the digital media business grew by 12% year-on-year. Adobe raised its full-year revenue guidance to $23.65-23.70 billion, with expected revenue for the fourth quarter at $6.08-6.13 billion. After the release of the financial report, the stock price initially rose by 8%, but the final increase settled at 2.77%"
datetime: "2025-09-11T21:45:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/256992329.md)
  - [en](https://longbridge.com/en/news/256992329.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/256992329.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/256992329.md) | [繁體中文](https://longbridge.com/zh-HK/news/256992329.md)


# Adobe's third-quarter performance exceeded expectations, with annualized revenue from AI business surpassing $5 billion

Adobe provided a strong quarterly revenue forecast, indicating that the software manufacturer's investments in artificial intelligence capabilities are paying off.

On September 11, Adobe released its financial report, showing third-quarter revenue of $5.99 billion, a year-on-year increase of 11%, exceeding expectations. Adjusted earnings per share were $5.31, also higher than the expected $5.18. Key points from the financial report are as follows:

> -   **Financial Performance**: Third-quarter revenue reached $5.99 billion, a year-on-year increase of 11%, surpassing analysts' expectations of $5.91 billion. Adjusted earnings per share were $5.31, above the expected $5.18. **Net profit increased from $1.68 billion in the same period last year to $1.77 billion, and earnings per share rose from $3.76 to $4.18**.
> -   **AI Business Breakthrough**: Annual recurring revenue from AI-related products exceeded $5 billion, and ARR for AI-first products has surpassed the year-end target of $250 million.
> -   **Business Growth**: Digital media business grew by 12% year-on-year to $4.46 billion, with ARR reaching $18.6 billion; the full-year digital media ARR growth forecast has been raised to 11.3%.
> -   **Outlook**: The full-year revenue guidance has been raised to $23.65-23.70 billion, with fourth-quarter revenue expectations of $6.08-6.13 billion.

After the earnings report was released, Adobe's stock price initially rose by 8% in after-hours trading, but then the gains significantly retreated to 2.77%. Notably, Adobe's stock price has fallen by 21% this year, significantly underperforming the Nasdaq index's 14% increase.

Risk Warning and Disclaimer

The market carries risks, and investment should be approached with caution. This article does not constitute personal investment advice and does not take into account individual users' specific investment goals, financial situations, or needs. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at one's own risk

### Related Stocks

- [Adobe Inc. (ADBE.US)](https://longbridge.com/en/quote/ADBE.US.md)

## Related News & Research

- [Why Adobe Stock Tumbled 5% Today — and Where This Analyst Sees It Going Next](https://longbridge.com/en/news/272448630.md)
- [5 Simple ETFs to Buy With $1,000 and Hold for a Lifetime](https://longbridge.com/en/news/281345615.md)
- [BUZZ-Rosenblatt says finding partner for Snap's smart glasses unit tough](https://longbridge.com/en/news/281357569.md)
- [BUZZ-Street View: Nike's turnaround remains work in progress](https://longbridge.com/en/news/281331333.md)
- [GRAPHIC-Apple's 50-year journey from garage to tech titan](https://longbridge.com/en/news/281342951.md)