Adobe Inc Stock Price, News & Analysis

Adobe (Nasdaq: ADBE) announced a multi-year strategic partnership with Runway to integrate Runway’s generative video models into Adobe creative workflows, starting with Runway’s Gen-4.5 now available in Adobe Firefly.

The agreement names Adobe as Runway’s preferred API creativity partner and gives Firefly customers exclusive early access to new Runway models. Gen-4.5 is positioned for high temporal consistency, controllable motion, and multi-element scene staging; creators can move generated clips into Premiere and After Effects. Adobe Firefly Pro subscribers receive unlimited generations until December 22, 2025.

Adobe (Nasdaq: ADBE) reported record Q4 and FY2025 results, with FY2025 revenue $23.77B (+11% YoY) and Q4 revenue $6.19B (+10% YoY). Total Adobe ending ARR $25.20B (exiting year, +11.5% YoY) and Digital Media ARR was $19.20B. Adobe generated $10.03B in operating cash flow for FY2025 and repurchased ~30.8M shares in the year.

Management set FY2026 targets including total revenue $25.90B–$26.10B, ending ARR growth 10.2% YoY, and EPS guidance GAAP $17.90–$18.10 / non-GAAP $23.30–$23.50.

Adobe (Nasdaq: ADBE) launched Photoshop, Adobe Express and Acrobat inside ChatGPT on December 10, 2025, bringing its creative and productivity tools to ChatGPT’s 800 million weekly users. The apps let users edit images, design assets and modify PDFs through conversational prompts or Adobe’s native controls, then continue work in Adobe’s native apps.

Key features include localized Photoshop edits (brightness, contrast, selective adjustments), Adobe Express templates and animations, and Acrobat PDF editing, extraction, conversion and redaction. Apps are free on ChatGPT desktop, web and iOS; Android support for Express is available and Photoshop/Acrobat Android support is coming soon.

Adobe (Nasdaq: ADBE) will release its fourth quarter and fiscal year 2025 results after market close on Wednesday, Dec. 10, 2025. A conference call with investors is scheduled Dec. 10, 2025 from 2:00–3:00 p.m. Pacific Time and will be streamed live on the Adobe Investor Relations site. A recording and related materials will be posted on the site after the call. Adobe uses its website as a distribution channel for material company information accessible at www.adobe.com/ADBE.

HUMAIN and Adobe (Nasdaq: ADBE) announced a global strategic partnership on November 20, 2025 at the U.S.-Saudi Investment Forum to build Arabic‑first generative AI models and AI‑powered applications.

The collaboration links HUMAIN Cloud, HUMAIN ONE, ALLAM, Adobe Firefly Foundry, Creative Cloud, Express, Acrobat and marketing products to produce culturally relevant multimodal AI (audio, image, video, 3D, digital twins) trained on locally developed Arabic datasets and deployed on HUMAIN sovereign data centers.

Qualcomm will supply Data Center AI (AI200/AI250) for diffusion-based image and video inference supporting the partnership.

HUMAIN and Adobe (Nasdaq: ADBE) announced a global strategic partnership on November 19, 2025 to build Arabic‑focused generative AI models and applications. The collaboration links HUMAIN Cloud, HUMAIN ONE, ALLAM, and Adobe Firefly Foundry across Creative Cloud, Express, Firefly, Acrobat, Premiere, and Adobe's marketing products.

Adobe will be HUMAIN's first global AI data center customer, and HUMAIN and Qualcomm will deploy Qualcomm AI200/AI250 data center solutions to run diffusion‑based image and video inference at scale. The partnership aims to deliver culturally relevant multimodal models (audio, image, video, 3D) for the Arab world and integrate ALLAM into Adobe workflows.

Adobe (NASDAQ:ADBE) agreed to acquire Semrush (NYSE:SEMR) in an all-cash deal at $12.00 per share, valuing Semrush at approximately $1.9 billion. The transaction, approved by both boards, is expected to close in first half of 2026 subject to regulatory approvals and Semrush shareholder approval.

Semrush reported 33% year-over-year ARR growth in its enterprise segment in the most recent quarter; Adobe said the deal expands GEO and SEO capabilities to address brand visibility in the agentic AI era.

Adobe (Nasdaq:ADBE) and Google Cloud expanded a strategic partnership announced October 28, 2025 at Adobe MAX to integrate Google’s AI models — Gemini, Veo and Imagen — directly into Adobe creative apps including Firefly, Photoshop, Express and Premiere.

Enterprise customers will access models via GenStudio and Google Cloud Vertex AI and can customize models with proprietary data through Adobe Firefly Foundry. Google’s Vertex AI use includes data commitments that customer data will not be used to train Google’s foundation models. The companies will pursue a joint go‑to‑market strategy to broaden global access to these AI capabilities.

Adobe (Nasdaq: ADBE) introduced a wide set of new AI features, models and performance upgrades across Creative Cloud at Adobe MAX on October 28, 2025, spanning Photoshop, Lightroom, Premiere, Illustrator and Firefly.

Key highlights include the Photoshop AI Assistant (private beta waitlist); Firefly Image Model 5 (public beta) that generates images in native 4MP; Generative Upscale to 4K using Topaz models; Firefly Creative Production (private beta) for batch editing “thousands of images”; more than 100 new innovations across Creative Cloud; and temporary unlimited Firefly image and video generations for eligible subscribers through December 1, 2025.