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Adobe Inc.(ADBE)2026财年第一季度财报电话会纪要及投资人演示「NASDAQ」(英文版)(23页).pdf

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1、1 DOUG CLARK Good afternoon and thank you for joining us.With me on the call today are Shantanu Narayen,Adobes Chair and CEO,David Wadhwani,President of Creativity&Productivity,Anil Chakravarthy,President of Customer Experience Orchestration,and Dan Durn,Executive Vice President and CFO.On this call

2、,which is being recorded,we will discuss Adobes first quarter fiscal year 2026 financial results.You can find our press release,as well as PDFs of our prepared remarks and financial results,on Adobes Investor Relations website.Adobe Q1 FY2026Earnings CallMarch 12,20262 The information discussed on t

3、his call,including our financial targets and product plans,is as of today,March 12,and contains forward-looking statements that involve risk,uncertainty and assumptions.Actual results may differ materially from those set forth in these statements.For more information on those risks,please review tod

4、ays earnings release and Adobes SEC filings.On this call we will discuss GAAP and non-GAAP financial measures.Our reported results include GAAP growth rates and non-GAAP growth rates,including constant currency rates.During this presentation,Adobes executives will refer to revenue growth in constant

5、 currency rates unless otherwise stated.Non-GAAP reconciliations are available in our earnings release and on Adobes Investor Relations website.I will now turn the call over to Shantanu.3 SHANTANU NARAYEN Thanks,Doug.Good afternoon,everyone and thank you for joining us.Earlier today,we announced tha

6、t I will be transitioning from my role as CEO after over 18 years and 100 earnings calls!Over the coming months I will be working with Frank Calderoni,Adobes Lead Director,and the Board of Directors to identify my successor and to ensure a smooth transition.Until then,I will continue to lead Adobe a

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1. **业绩表现**:Adobe Q1 FY2026营收64亿美元,同比增长11%;GAAP每股收益4.60美元(+11%),非GAAP每股收益6.06美元(+19%)。 2. **AI战略进展**: - 月活跃用户(MAU)超8.5亿(+17%),AI优先应用ARR同比增长超3倍。 - Firefly生成式消费季度环比增45%,视频生成量同比增8倍;Firefly Enterprise ARR超2.5亿美元。 3. **业务增长**: - 专业与营销人员业务营收43.9亿美元(+11%),AEP及GenStudio ARR均增超30%。 - 商业与消费者业务营收17.8亿美元(+15%),Acrobat AI Assistant ARR同比增3倍。 4. **未来目标**: reaffirm FY26总ARR增长10.2%,Q2营收预期64.3-64.8亿美元。
AI如何驱动增长? Adobe新战略亮点? 用户增长秘诀?
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