内容来源：https://www.theverge.com/news/842256/adobe-2025-earnings-ai-growth

内容总结：

Adobe公司近日发布的财报显示，其生成式人工智能战略已初见成效。尽管今年以来股价下跌超37%，但公司2025财年总收入达237.7亿美元，创历史新高，同比增长11%，年度利润实现增长。公司首席执行官山塔努·纳拉延表示，这一业绩主要得益于人工智能驱动的工具被市场快速采纳，反映出Adobe在全球AI生态系统中日益提升的影响力。

过去两年间，Adobe全面布局人工智能领域，推出Firefly系列生成式AI模型，涵盖图像、视频及音频处理功能，并集成至创意软件与营销解决方案中。据财报披露，AI相关业务已占公司年度经常性收入的三分之一以上。

纳拉延特别指出，本财年重要成果之一是通过与AWS、Azure、Google Gemini、HUMAIN、Microsoft Copilot及OpenAI等领先平台建立合作与集成，成功嵌入多元AI生态系统。面对生成式AI对创意行业的冲击，Adobe正通过第三方生态整合策略巩固市场地位。

公司计划在2026年通过推进生成式与智能体平台创新、拓展客户基础，实现年度经常性收入10.2%的增长目标。

中文翻译：

根据Adobe最新财报，将生成式人工智能深度融入其创意软件生态系统的战略已初见成效。尽管截至撰稿时其股价年内跌幅超过37%，但公司2025财年创下237.7亿美元的历史营收纪录，推动年度利润实现增长——同比增长11%的业绩主要归功于人工智能技术。

人工智能战略成效显著，Adobe展望光明前景

Adobe表示其创纪录的年营收反映了"公司在全球人工智能生态系统中日益重要的地位"。

"2025财年的历史性业绩，彰显了我们在全球人工智能生态系统中日益重要的地位，以及市场对我们人工智能驱动工具的快速接纳。"Adobe首席执行官山塔努·纳拉延在新闻稿中表示。据其透露，公司将通过"推进创新生成式与智能体平台建设，拓展客户基础"，力争在2026年实现10.2%的年度经常性收入增长。

过去两年间，Adobe全力押注人工智能领域，推出面向图像、视频及音频的Firefly系列生成式AI模型，并将其应用于旗下创意软件与营销解决方案。财报数据显示，人工智能相关业务已占Adobe整体经常性收入的三分之一以上。

纳拉延指出，公司今年最重要的成就之一是"通过与AWS、Azure、Google Gemini、HUMAIN、Microsoft Copilot、OpenAI等平台的合作与集成，成功融入主流人工智能生态系统"。换言之，若无法与人工智能领域的竞争者正面抗衡，Adobe正通过第三方集成策略，在生成式AI席卷创意产业的浪潮中寻求生存发展之道。

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英文来源：

Entrenching generative AI into Adobe’s creative software ecosystem is paying off, according to the company’s latest earnings. While its share price has fallen by more than 37 percent this year at the time of writing, Adobe is reporting a bump in annual profits driven by record revenue of $23.77 billion for 2025 — an 11 percent increase year-over-year that it’s largely attributing to AI.
Adobe sees a bright future as AI bet pays off
Adobe says its record annual revenue reflects its ‘growing importance in the global AI ecosystem.’
Adobe says its record annual revenue reflects its ‘growing importance in the global AI ecosystem.’
“Adobe’s record FY2025 results reflect our growing importance in the global AI ecosystem and the rapid adoption of our AI-driven tools,” said Adobe CEO Shantanu Narayen in the press release. The company is now targeting to increase annual recurring revenue (ARR) by 10.2 percent in 2026 by “advancing our innovative generative and agentic platforms and expanding our customer base,” according to Narayen.
Adobe has gone all-in on AI over the last two years, launching its own family of Firefly generative AI models for image, video, and audio applied across its creative apps and marketing solutions. AI-influenced ARR now makes up more than one-third of Adobe’s overall business, according to its earnings report.
According to Narayen, one of Adobe’s top accomplishments this year was “establishing ourselves within leading AI ecosystems with partnerships and integrations across AWS, Azure, Google Gemini, HUMAIN, Microsoft Copilot, OpenAI, and others.” In other words, if Adobe can’t compete with AI rivals head-on, it’s betting on third-party integrations to help it survive generative AI’s relentless conquest of the creative industry.
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