canar.ai
Rankings/ADBE/Q1 2022 Analysis

Adobe Inc.

ADBE
Q1 2022Estimated0% AI
AI Revenue %
0%
AI Fair Value
$398.6M
AI Revenue (Q)
$0
Total Revenue (Q)
$4.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q1 FY2022 (quarter ending Sep 2, 2022). Total revenue $4,433M. Digital Media $3,232M (Creative Cloud $2,625M, Document Cloud $607M), Digital Experience $1,120M, Publishing & Advertising $81M. Adobe Sensei ML platform existed as underlying technology in Creative Cloud and Experience Cloud but was not separately monetized. No generative AI products. Firefly had not launched. No AI-specific revenue line item or management commentary on AI revenue. AI revenue percentage = 0%.
Analyzed by claude-opus-4-6

Quoted Figures

Digital Media Revenue $3,232M; Digital Experience Revenue $1,120M; Total revenue $4,433M
10-Q filed for quarter ending September 2, 2022, Segment Information note

AI Products Identified (Ring 1)

Adobe Sensei (embedded ML, not separately monetized)

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

Creative Cloud subscriptionsDocument Cloud subscriptionsExperience Cloud subscriptions

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix