Adobe Q4 2025 Earnings Preview: Rising forecasts amid strong AI momentum

• Adobe Inc. is expected to announce Q4 earnings of $5.40 per share and revenue of $6.11 billion, marking a year-over-year growth of 12.3% and 8.9%, respectively.

• The company has raised its revenue and profit forecasts for fiscal year 2025, driven by strong demand for design software and advancements in AI monetization.

• Analysts have noted a strategic pivot in Adobe’s management of generative AI, although Citi expresses concern over the discontinuation of the annual recurring revenue growth metric, suggesting a potential slowdown.

• Despite Adobe's strong track record of exceeding EPS and revenue estimates, its stock has declined over 23% this year, leading to a consensus recommendation of Hold, with some analysts maintaining a Buy sentiment.

Earnings Report Anticipation for Adobe: Recommendations and Insights

Adobe Inc. (ADBE) is set to reveal its Q4 earnings on Wednesday, December 10th, following the market's close.

Market analysts anticipate that the tech giant will report a quarterly earnings per share (EPS) of $5.40, reflecting a year-over-year growth of 12.3%, accompanied by revenue projections of $6.11 billion, an increase of 8.9% from the previous year.

In response to robust demand for its design software and enhancements in artificial intelligence monetization, Adobe has raised its revenue and profit forecasts for the fiscal year 2025.

For Q4, the company has provided guidance of revenue ranging from $6.08 billion to $6.13 billion and an adjusted EPS expected between $5.35 and $5.40. Notably, Adobe's third-quarter performance exceeded analyst expectations.

A recent analysis highlighted that "as Adobe moves into Q4, the company is poised for its first $6 billion quarter, showcasing increasing margins and upgraded projections."