Adobe reported record third-quarter 2026 revenue of US$6.76b, up 13% year over year, with adjusted EPS up 15%, and raised its full-year earnings targets for a second straight quarter. The company also passed 1b monthly active users across its creativity and productivity products. The article links this reach to AI and CX partnerships with NVIDIA, BWT Alpine and Trellist, including an expanded NVIDIA deal that connects Photoshop, Premiere, Substance 3D and Frame.io to NVIDIA RTX Spark and Nemotron. Key questions raised are whether freemium users convert to paid plans, Adobe's pricing power, and competition in creative AI. Analyst consensus projects revenue of US$33.4b and earnings of US$9.5b by 2029, assuming 8.7% yearly revenue growth and earnings rising about US$2.2b from US$7.3b today.
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