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Adobe Q4 and FY2025 Earnings Call

15 Dec 2025

Description

This document is a transcript from the Adobe Q4 and FY2025 Earnings Call, held on December 10, 2025, featuring presentations from key executives like CEO Shantanu Narayen and CFO Dan Durn. The presentations focus on Adobe's financial results for the fourth quarter and the full fiscal year 2025, highlighting record revenue and earnings per share. A central theme is the company's commitment to Artificial Intelligence (AI), detailing how AI is being integrated into product strategies across three main customer segments: Business Professionals & Consumers, Creators & Creative Professionals, and Marketing Professionals. The report provides detailed performance metrics for the Digital Media and Digital Experience segments and discusses strategic initiatives, including the use of Generative AI models like Firefly, the expansion of the freemium user base, and the pending acquisition of Semrush.

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