Adobe Inc.
ADBEQ4 2022Estimated0% AI
AI Revenue %
0%
AI Fair Value
$696.4M
AI Revenue (Q)
$0
Total Revenue (Q)
$4.9B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 (quarter ending Dec 2, 2022). Full-year FY2022 revenue $17,606M (derived: $4,433M Q1 + prior quarters from 10-K context). The 10-K discusses Adobe as 'one of the largest and most diversified software companies.' Sensei AI/ML capabilities were embedded in products but no AI-specific revenue was disclosed or attributable. Firefly had not yet launched. The 10-K mentions no AI revenue figures. AI revenue percentage = 0%.
Analyzed by claude-opus-4-6
Quoted Figures
FY2022 total revenue breakdown - Digital Media, Digital Experience, Publishing and Advertising segments. No AI-specific revenue disclosed.
10-K filed for fiscal year ending December 2, 2022, Item 1 Business and Segment Information
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