Adobe Inc.
ADBEQ2 2025Estimated3% AI
AI Revenue %
3%
AI Fair Value
$1.5B
AI Revenue (Q)
$314.7M
Total Revenue (Q)
$10.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (quarter ending May 30, 2025). Total revenue $5,873M. Digital Media $4,345M, Digital Experience $1,457M. Creative & Marketing Professionals subscription $4,019M (+10% YoY), Business Professionals & Consumers $1,595M (+15% YoY). Digital Media subscription grew 12% YoY ($4,280M vs $3,828M). AI products remain bundled into subscription tiers. No AI-specific revenue disclosed. Conservative estimate: 3% of total revenue (~$176M).
Analyzed by claude-opus-4-6
Quoted Figures
Digital Media Revenue $4,345M; Digital Experience Revenue $1,457M; Total revenue $5,873M
10-Q filed for quarter ending May 30, 2025, Segment Information note
Creative and Marketing Professionals subscription $4,019M; Business Professionals and Consumers subscription $1,595M
10-Q filed for quarter ending May 30, 2025, Segment Information note
AI Products Identified (Ring 1)
Adobe Firefly (image, video, vector)Acrobat AI AssistantAcrobat StudioGenStudio for Performance MarketingExperience Platform AI AssistantAdobe Express AI
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