# David Wadhwani

Type: Person

Source: SaaS Intelligence Brief — https://getsaasbrief.com/entity/david-wadhwani
Canonical HTML page: https://getsaasbrief.com/entity/david-wadhwani

## Timeline

- **2026-06-12**: Q2 FY26 Earnings Release — Adobe reports record revenue of $6.62B, EPS beat by $0.15, and reveals AI-first ARR topping $500M.
- **2026-06-12**: FY26 Guidance Raise — Management increases full-year revenue guidance to $26.55B, maintaining >45% operating margin target.
- **2026-03-12**: Q1 2026 Earnings Release — Adobe reports record $6.40B revenue and 47.4% non-GAAP operating margin.
- **2026-03-12**: CEO Transition Announcement — Shantanu Narayen announces plans to step down as CEO; Frank Calderoni to lead search for successor.
- **2026-03-12**: AI Growth Milestone — Company reveals AI-first ARR has tripled year-over-year, driven by Firefly and Acrobat AI Assistant.
- **2026-03-12**: Share Repurchase Update — Adobe confirms 8.1 million shares repurchased in Q1 with $3.89B remaining in authorization.

## Recent coverage (2 stories)

### Adobe SaaS Revenue Reaches $6.62B as AI ARR Doubles QoQ
2026-06-12 04:20:21 · Sentiment: Positive · Impact: 7/10 · Sources: 2

Adobe’s Q2 FY26 SaaS metrics defy disruption fears: total revenue grew 13% to $6.62B while AI-first ARR surged 200% YoY. With full-year guidance raised to $26.55B and 45%+ margins, the subscription model proves AI is additive, not destructive.
Full story: https://getsaasbrief.com/story/adobe-saas-q2-2026-ai-arr-boom

### Adobe Posts Record Q1 Revenue as CEO Shantanu Narayen Announces Transition
2026-03-13 05:21:24 · Sentiment: Positive · Impact: 7/10 · Sources: 2

Adobe reported record Q1 2026 revenue of $6.40 billion, driven by a tripling of AI-first ARR and strong adoption across its Creative and Experience Clouds. Long-time CEO Shantanu Narayen announced he will step down from the role while remaining Chairman, marking a significant leadership shift as the company doubles down on generative AI integration.
Full story: https://getsaasbrief.com/story/adobe-q1-2026-earnings-ceo-transition

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