Adobe and Autodesk reported diverging quarterly revenue trends, with Adobe posting consistent growth and Autodesk experiencing a dip in its most recent quarter. Adobe's revenue rose from $5.4 billion in the quarter ended August 2024 to $6.6 billion in the quarter ended May 2026, while Autodesk's revenue grew from $1.5 billion to $2.0 billion before slipping to $1.9 billion in the quarter ended April 2026. Autodesk attributed the decline to a sales team reorganization but raised its full-year revenue guidance to around $8.5 billion, up from $7.2 billion the prior year. Adobe's shares have fallen sharply from their 2025 high of $376.16 amid AI fears and executive departures, though its revenue trend suggests continued customer spending.
Autodesk IncRevenue dipped in the latest quarter due to a sales team reorganization, though full-year guidance was raised.
Adobe Systems IncorporatedRevenue continues to climb, indicating sustained customer spending, but shares have fallen sharply due to AI fears and executive departures.