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QuantabundanceSep 24, 2026 • 6 min read
Adobe (ADBE) Q2: AI-first ARR triples past $500M, FY26 guide raised
Adobe printed $6.62B revenue (+13%) and $5.96 non-GAAP EPS, both above guide, with AI-first ARR trip...
#adbe#earnings#q22026#enterprisesaasai
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QuantabundanceSep 24, 2026 • 8 min read
Adobe (ADBE) explained - the AI-disruption trade, Firefly, and a 10x forward multiple
Adobe fell 43% to a ~10x forward multiple - the market pricing AI as an extinction event. Firefly AR...
#adbe#adobe#firefly#generativeai
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