"Adobe's Q3 fiscal 2025 results centered on speed. The company hit $5 billion in AI-influenced annual recurring revenue, surpassing its full-year target early. Digital Media ARR reached $18.59 billion, up 11.7% year over year. CEO Shantanu Narayen said AI represents "the biggest opportunity for Adobe in decades." GenStudio products, including Workfront and Firefly Services, now exceed $1 billion in ARR and are growing over 25% annually. Adobe's AI assistant for Acrobat saw 70% adoption among eligible customers."
"Salesforce's Q2 fiscal 2026 revenue of $9.33 billion grew 8% nominally and 9% in constant currency. The company processed 25 trillion Einstein AI transactions during the quarter and manages 250 petabytes of customer data. CEO Marc Benioff announced Agentforce, a platform for autonomous AI agents that go beyond copilots to handle complete workflows. He told analysts, "The future isn't about having a sales force or a service force... the future is about also having an agent force." Early customer deployments showed 90% resolution rates for patient and employee inquiries."
Adobe achieved $5 billion in AI-influenced ARR and Digital Media ARR of $18.59 billion, up 11.7% year over year. GenStudio offerings, including Workfront and Firefly Services, exceed $1 billion in ARR and grow over 25% annually, while Acrobat's AI assistant reached 70% adoption among eligible customers. Salesforce recorded $9.33 billion in Q2 fiscal 2026 revenue, processed 25 trillion Einstein AI transactions, and manages 250 petabytes of customer data. Salesforce launched Agentforce for autonomous AI agents with early deployments showing 90% resolution rates. Adobe posts higher margins and ROE; Salesforce trades at a premium reflecting scale and its agent strategy.
Read at 24/7 Wall St.
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