Enterprise Software
Adobe
Adobe is the dominant provider of creative and marketing software, including Photoshop and Premiere, and has integrated generative AI through its Firefly model family. Adobe delivered record Q2 fiscal 2026 revenue of $6.62 billion with AI-first annual recurring revenue crossing $500 million (tripling year-over-year); Firefly generated roughly $400 million in direct revenue between 2024 and 2025 plus $50 million from its asset marketplace in 2026, reaching over 6 million monthly active users by mid-2026 (up 65% year-over-year).
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
U.S. Agency for Global Media — $22,546: ADOBE AUDITION FOR ENTERPRISE IS REQUIRED FOR MARTI STAFF TO RECORD & EDIT AUDIO CLIPS FOR CONTENT CREATION. NEEDED TO UPGRADE CURRENT VERSION AND RETIRE OUTDATED LEGACY VERSIONS.
USAspending.gov · Sep 29, 2025
Agency for International Development — $4,320: USAID/SA - 09 X ADOBE MONTHLY RENEWAL SUBSCRIPTION AND 1 X NEW ADOBE LICENSE FOR ANGOLA.
USAspending.gov · Sep 1, 2024
Department of Justice — $240: PHOTOSHOP LICENSE
USAspending.gov · Aug 20, 2025
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 84% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Adobe Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- AInvest / Adobe investor materials — Adobe Firefly reaches 6M+ monthly users and introduces consumption-based Generative Credits pricing78% source confidence
- Tech Times — Adobe posts record $6.62B Q2 FY2026 revenue as AI-first ARR triples to over $500M78% source confidence
Latest Activity
- FilingAdobe filed an 8-K (items 5.02)8-K
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Adobe depends on below, and who depends on Adobe above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Adobe reportedly discussed a $3B acquisition of AI video startup Synthesia before talks collapsed over price
32% confidenceAdobe held discussions to acquire Synthesia, a London-based AI video-avatar startup, for roughly $3 billion, but the two companies failed to reach a deal after disagreeing over price, according to people familiar with the discussions.
Reported by The Information citing people familiar with the talks; neither Adobe nor Synthesia confirmed deal terms publicly, and the talks ended without an agreement, so the reported valuation and rationale remain unconfirmed rather than an announced transaction.
The Information
Adobe's Timeline
A sourced, dated history of Adobe's key moments — founding to present.
Jan 1982 · Founded
Adobe was founded, later integrating generative AI across its creative software through the Firefly model family.
Jan 2026 · Firefly tops 6M monthly users
Adobe's Firefly reached over 6 million monthly active users by mid-2026, up 65% year-over-year, as AI-first annual recurring revenue tripled past $500 million.