Adobe

The earnings claim (summary)

Reported ARR

above $650,000,000 · ARR

Income type

ARR

Claim period

Q3 FY2026 ending ARR, quarter ended Aug 28, 2026

Claim date

2026-09-10

Business type

other

Business model

enterprise

Proof type

article-interview

Evidence timeline

Dated source events from fields already on this record. Missing values stay “not recorded” — we do not invent dates.

1. 2026-08-28Metric as of
2. 2026-09-10Claim date
3. 2026-09-10Source date
4. 2026-09-10Source published
5. not recordedCollected
6. not recordedLast checked

Source trail

Only fields already recorded on this case. Missing dates show as not recorded — we do not invent checks.

Recorded sources

• Recorded proof link · primary/original field
  Original source ↗
• Recorded proof link
  Original source ↗

Dates

Publication (source_published)

2026-09-10

Metric as of

2026-08-28

Source date

2026-09-10

Last checked

not recorded

Reported vs desk label

Reported amount carries a Verified (legacy label, recheck pending) badge. The recorded trail is a Company transcript (company-hosted earnings-call transcript / management statement) — not a processor-connected third-party revenue page. No processor check is on file (Last checked: not recorded unless a desk date exists). That is not an audit. Evidence level on file: Company transcript. Editorial status: not recorded (editorial keep is not Verified).

What was checked

No check recorded in the supplied data.

Unresolved gaps

Unknowns

costs, human_effort, category_perimeter, unit_economics

Open question

not recorded

Evidence checklist

Short casefile from recorded fields only. Extend it; we do not invent missing checks or dates.

1. The claim

   Adobe — On Adobe's September 10, 2026 Q3 FY2026 call, Shantanu Narayen reported AI-first ending ARR above $650 million for the quarter ended August 28. The SEC release reports growth above 150%, but does not state the $650 million level. ARR is not quarterly recognized revenue.

   above $650,000,000 USD · ARR · timeframe: Q3 FY2026 ending ARR, quarter ended Aug 28, 2026 · claim date: 2026-09-10

2. Sources & checks recorded

   • Original source ↗ — Recorded proof link
   • Original source ↗ — Recorded proof link

   Last checked: not recorded. Publication: 2026-09-10. Metric as of: 2026-08-28. Source date: 2026-09-10.

   Only recorded checks appear here. Missing steps stay “not recorded”.

3. What they establish (named scope)

   Desk label Verified (legacy label, recheck pending): confidence is verified but there is no recorded processor-connected check. Evidence on file is Company transcript (company-hosted earnings-call transcript / management statement). Scope: company-reported statement checked against the cited public source — not processor verification, not audited earnings, not a guarantee of income.

   Evidence level on file: Company transcript. Income status field: verified. Editorial status: not recorded (editorial keep is not Verified).

4. Unknowns

   Unknowns: costs, human_effort, category_perimeter, unit_economics

   Open question: not recorded

   Costs: not recorded. Human effort: not recorded. AI role: Tools named in the case summary: Adobe AI-first.

How they did it

AI-first ARR stated on the company earnings-call transcript; SEC filing is secondary for growth/period.

1. AI-first ending ARR stated on the company-hosted earnings-call transcript (management statement).
2. SEC release supports growth/period but does not state the $650 million level.
3. Check whether “AI-first” is a subset of total ARR.

Steps above are the recorded desk notes for this case.

Copy this prompt

Point your agent at this case.

Quote Adobe’s AI-first ARR from the company-hosted earnings-call transcript and note the fiscal period. Note that the SEC release covers growth/period but not the $650M dollar. List products included if stated.