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Adobe Inc.(ADBE)2026财年第一季度业绩报告「NASDAQ」(英文版)(8页).pdf

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1、Investor Relations ContactDoug ClarkAdobe Public Relations ContactAshley LevineAFOR IMMEDIATE RELEASEAdobe Delivers Record Q1 ResultsAI-first ARR more than triples year over yearTotal subscription revenue and RPO increases 13%year over yearRecord Q1 operating cash flows of$2.96 billionSAN JOSE,Calif

2、.March 12,2026 Adobe(Nasdaq:ADBE),the global technology leader that unleashes creativity and productivity for individuals and businesses through innovative platforms and tools,today reported financial results for its first quarter FY2026 ended Feb.27,2026.“Adobe delivered record Q1 results with AI-f

3、irst ARR more than tripling year over year and subscription revenue growing 13 percent,”said Shantanu Narayen,chair and CEO,Adobe.“Our mission to empower everyone to create represents an even larger opportunity as content powers all experiences in the AI era.”“Adobe delivered 13 percent subscription

4、 revenue growth and record Q1 cash flow of$2.96 billion,”said Dan Durn,executive vice president and CFO,Adobe.“As we accelerate AI-powered capabilities across creativity,productivity and customer experience orchestration,Adobe is well positioned for continued profitable growth.”First Quarter FY2026

5、Financial Highlights Adobe achieved record revenue of$6.40 billion in its first quarter of FY2026,which represents 12%year-over-year growth,or 11%inconstant currency.Diluted earnings per share was$4.60 on a GAAP basis and$6.06 on a non-GAAP basis.Total Adobe Annualized Recurring Revenue(“ARR”)exitin

6、g the quarter was$26.06 billion.GAAP operating income in the first quarter was$2.42 billion and non-GAAP operating income was$3.04 billion.GAAP net income was$1.89 billion and non-GAAP net income was$2.49 billion.Record Q1 cash flows from operations were$2.96 billion.Exiting the quarter,Remaining Pe

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1. **AI业务强劲增长**:Adobe Q1 FY2026 AI优先ARR同比增长超三倍,总订阅收入增长13%至61.7亿美元。 2. **财务表现创新高**:季度营收64亿美元(同比+12%),运营现金流29.6亿美元,GAAP净利润18.9亿美元,非GAAP每股收益6.06美元。 3. **客户群增长**:创意与营销专业人士订阅收入43.9亿美元(+12%),商业及消费者订阅收入17.8亿美元(+16%)。 4. **未来展望**:Q2 FY2026营收目标64.3-64.8亿美元,非GAAP每股收益5.80-5.85美元。 5. **管理层变动**:CEO Shantanu Narayen将过渡为董事会主席,Frank Calderoni领导CEO继任委员会。
**AI增长多少?** **Q1利润多少?** **CEO有何变动?**
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