Adobe $ADBE ADBE is benefiting from the growth of its Business Professionals and Consumers (“BPC”) segment, driven by AI innovation and user expansion. Business Professionals & Consumer subscription revenues increased 16% year over year (15% in constant currency) to $1.78 billion in the first quarter of fiscal 2026. This makes the segment one of Adobe’s fastest-growing segments, outperforming overall company growth of approximately 11-12%.
Adobe’s investments in conversational experiences in Acrobat and Generative AI models in Express are noteworthy. The combination of these two products is helping business professionals and consumers gain insight and create presentations much faster. Adobe is explicitly focusing on business professionals, which includes knowledge workers, SMBs, enterprise teams and general consumers, such as casual creators, students and personal users. These users typically do not need full, high-end creative suites like Adobe Photoshop or Adobe Premiere Pro but prefer easy-to-use, AI-powered, productivity-oriented tools. This expands Adobe’s Total Addressable Market beyond traditional creative professionals.
Adobe emphasizes two layers of AI-infused products, which include existing tools enhanced with AI, like Photoshop AI features and the Acrobat AI assistant. The other layer is AI-first products, which are built from scratch around AI workflows, including automation, generation and copilots. These two layers allow Adobe to increase user productivity, simplify complex creative tasks and expand adoption among non-experts. With creativity at the core, the company is expanding innovation across all flagship applications while investing in new offerings. These new products include Acrobat Studio, which unites The company is witnessing steady growth across the Acrobat and Express product family. Combined monthly active user growth accelerated 17% year over year and crossed 850 million monthly active users at the end of the fiscal first quarter of 2026.