8-KEarnings & ResultsExhibits & Filings

ADOBE INC. 8-K Report, Financial Results (Sep 10, 2026)

Filed September 10, 2026For Securities:ADBE

Summary

Adobe Inc. (ADBE) has filed an 8-K report on September 10, 2026, announcing its financial results for the third quarter of fiscal year 2026. The filing primarily includes a press release detailing these results, which heavily features non-GAAP financial measures. Adobe emphasizes that these non-GAAP figures, which exclude items such as stock-based compensation, amortization of intangibles, acquisition-related expenses, investment gains/losses, goodwill impairment, and certain legal/lease-related charges, are provided to offer supplemental insights into operational performance and facilitate comparisons with historical results and peer companies. Investors should carefully review the accompanying GAAP figures to gain a comprehensive understanding of Adobe's financial health. The company's use of constant currency revenue growth rates aims to present a clearer picture of underlying business performance, unaffected by foreign exchange fluctuations. The report highlights Adobe's practice of using non-GAAP metrics to better understand core profitability and operational decision-making, particularly for budgeting and strategic investments. Management uses both GAAP and non-GAAP measures, and investors are encouraged to do the same. The detailed explanations for the exclusions in their non-GAAP reporting provide transparency into what factors are being adjusted, such as the non-cash nature of stock-based compensation and amortization, and the irregular occurrence of acquisition-related expenses and investment gains/losses. This approach aims to provide a more consistent view of the company's operational momentum.

Key Highlights

  • 1Adobe Inc. (ADBE) released its Q3 FY2026 financial results on September 10, 2026, via an 8-K filing.
  • 2The filing prominently features non-GAAP financial measures to provide supplemental insights into operational performance.
  • 3Key non-GAAP exclusions include stock-based compensation, amortization of intangibles, acquisition-related expenses, and investment gains/losses.
  • 4Adobe uses constant currency revenue growth rates to show underlying business performance, excluding foreign currency impacts.
  • 5The company's management utilizes both GAAP and non-GAAP measures for decision-making and performance evaluation.
  • 6Investors are advised to analyze both GAAP and non-GAAP figures for a complete financial picture.
  • 7The press release attached details the specific non-GAAP adjustments and the rationale behind them.

Frequently Asked Questions

Adobe provides non-GAAP financial results to offer supplemental information regarding its operational performance and to facilitate internal comparisons to historical results and comparisons to peer companies. Management believes these measures provide meaningful insights into core profitability, aiding in budgeting and investment decisions by excluding items that may not reflect ongoing business operations, such as stock-based compensation, amortization of intangibles, and acquisition-related expenses.

Adobe excludes several items from its GAAP results to arrive at its non-GAAP figures. These typically include stock-based and deferred compensation expenses, amortization of intangibles, acquisition-related expenses, investment gains and losses, impairment of goodwill, accrued loss contingencies associated with significant legal events, lease-related asset impairments and other charges, and certain income tax adjustments. The company provides detailed explanations for excluding each of these items in its filings.

Adobe calculates constant currency revenue growth rates by converting non-United States Dollar revenue using comparative period exchange rates. This adjustment, along with excluding the impact of hedging effects and the 52/53-week fiscal year if applicable, aims to provide a clearer view of year-over-year business performance, independent of foreign currency rate fluctuations.

The actual financial results for Adobe's third quarter fiscal year 2026 are detailed in the press release furnished as Exhibit 99.1 to this 8-K filing. Investors will need to refer to that exhibit to find the specific GAAP and non-GAAP figures for revenue, net income, diluted EPS, and other key financial metrics.