Adobe Inc. (ADBE) Announced Q4 2025 Earnings on December 10, 2025, Reporting "revenue of $6.19 billion".

For the fourth quarter, Adobe achieved revenue of $6.19 billion. GAAP EPS in Q4 was $4.45 and non-GAAP EPS was $5.50.

For fiscal year 2025, Adobe delivered record revenue of $23.77 billion and over $10 billion in operating cash flows.

Management stated that Total Adobe ending ARR reached $25.2 billion.

Management highlighted the integration of generative AI across its product portfolio, targeting Business Professionals and Consumers, Creators and Creative Professionals, and Marketing Professionals.

Executive Vice President and CFO Dan Durn noted, "Total new AI-influenced ARR now exceeds 1/3 of our overall book of business". President of Digital Media David Wadhwani discussed expanding the ecosystem of AI model partnerships, stating that consumption of Generative Credits increased 3x quarter-over-quarter.

President of Digital Experience Anil Chakravarthy emphasized the enterprise content supply chain, noting that GenStudio solution ending ARR grew over 25% year-over-year.

The company provided fiscal 2026 targets, including Total Adobe revenue of $25.9 to $26.1 billion and Total Adobe ending ARR book of business growth of 10.2%.

For the first quarter of fiscal 2026, the company is targeting Total Adobe revenue of $6.25 billion to $6.3 billion.

Adobe also announced the intent to acquire Semrush Holdings for an equity value of approximately $1.9 billion in an all-cash transaction, which is expected to close in the first half of fiscal 2026.