Entrenching generative AI into Adobe’s inventive software program ecosystem is paying off, in keeping with the corporate’s newest earnings. Whereas its share value has fallen by greater than 37 p.c this 12 months on the time of writing, Adobe is reporting a bump in annual earnings pushed by document income of $23.77 billion for 2025 — an 11 p.c improve year-over-year that it’s largely attributing to AI.
“Adobe’s document FY2025 outcomes mirror our rising significance within the world AI ecosystem and the fast adoption of our AI-driven instruments,” stated Adobe CEO Shantanu Narayen within the press launch. The corporate is now focusing on to extend annual recurring income (ARR) by 10.2 p.c in 2026 by “advancing our modern generative and agentic platforms and increasing our buyer base,” in keeping with Narayen.
Adobe has gone all-in on AI during the last two years, launching its family of Firefly generative AI fashions for picture, video, and audio utilized throughout its inventive apps and advertising options. AI-influenced ARR now makes up greater than one-third of Adobe’s total enterprise, in keeping with its earnings report.
In keeping with Narayen, considered one of Adobe’s prime accomplishments this 12 months was “establishing ourselves inside main AI ecosystems with partnerships and integrations throughout AWS, Azure, Google Gemini, HUMAIN, Microsoft Copilot, OpenAI, and others.” In different phrases, if Adobe can’t compete with AI rivals head-on, it’s betting on third-party integrations to assist it survive generative AI’s relentless conquest of the inventive business.
