Adobe (NASDAQ: ADBE) — Q3 FY2026 Post Earnings

Adobe ADBE q3 26 post earnings

Operations

Q3 2026
Q3 Revenue ↑ 12.9% YoY $6.76B
Segments
Subscription 97.4%
Product 1.0%
Services and other 1.6%

Key Earnings Driver

Business Professionals & Consumers Subscription revenue increased 13.7% year over year to $6.58B, Within Subscription, Total Customer Group subscription revenue was $6.56B, with Business Professionals & Consumers subscription revenue increasing 15.6% to $1.91B, and Creative & Marketing Professionals subscription revenue increasing 13.0% to $4.65B. Product revenue declined 1.5% to $67M, and Services and other revenue declined 14% to $111M. Management cited expanding its user base through a freemium strategy and deeper engagement with agentic experiences to deliver long-term durable growth.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 13.7%

Total Customer Group↑ 13.7%

Business Professionals & Consumers↑ 15.6%

🟢 Scaling

Creative & Marketing Professionals↑ 13.0%

Key Financial Metrics

Gross Margin 88.71% -0.6 pp YoY
Backlog / Revenue 327.8% 3.27x Qtr Rev
CapEx Intensity 1.26% 0.01x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

BOX Inc (NYSE: BOX) — Q2 FY2027 Post Earnings

Post earnings note company quarterly analysis

Operations

Q2 2027
Q2 Revenue ↑ 9.2% YoY $321.1M
Segments
Box 100.0%

Key Earnings Driver

Enterprise Advanced Box revenue increased 9.2% year over year to $321.15M. Management said Box delivered exceptional second quarter results, led by the rapid customer adoption of Enterprise Advanced.

Key Operating Metrics¹

METRIC

STATUS

Box↑ 9.2%

Enterprise Advanced

🟢 Scaling

Key Financial Metrics

Gross Margin 79.10% +0 pp YoY
Backlog / Revenue 528.2% 5.28x Qtr Rev
CapEx Intensity 3.46% 0.03x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

BOX Inc (NYSE: BOX) — Q2 FY2027 Pre Earnings

Pre earnings note company quarterly analysis

Operations

Q1 2027
Q1 Revenue ↑ 10.7% YoY $305.9M
Segments
Box 100.0%

Key Earnings Driver

Enterprise Advanced and Box AI BOX revenue increased 11% year over year to $305.9M. Management said continued customer adoption of Enterprise Advanced and Box AI solutions is driving accelerating revenue growth.

Key Operating Metrics¹

METRIC

STATUS

Box↑ 11.0%

Enterprise Advanced

🟢 Scaling

Box AI

🟢 Scaling

Key Financial Metrics

Gross Margin 79.50% +1.5 pp YoY
Backlog / Revenue 536.7% 5.36x Qtr Rev
CapEx Intensity 4.07% 0.04x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.