Adobe projects $26.1B revenue in 2026 on AI surge, tops estimates

• Adobe projects up to $26.1 billion in 2026 revenue, exceeding Wall Street expectations.
• The company attributes this growth to surging AI adoption and sustained demand for its creative software.
• Adobe's generative AI investments are yielding results, with Firefly AI integrated across flagship tools and freemium AI features seeing strong adoption (70M+ MAU).
• Adobe acquired Semrush for $1.9 billion to expand its presence in the advertising technology space.
• From fiscal 2026, Adobe will shift its reporting to emphasize subscription and annual recurring revenue, reflecting its subscription-led model.

Why It Matters: This shows AI's significant impact on major tech company revenue and future growth.