ADBE vs CRM: AI Stock Comparison

Adobe Inc. vs Salesforce, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $CRM has the earlier next catalyst (Dec 2, 2026).
$ADBE
Adobe Inc.
Creative and document software with Firefly AI.
$CRM
Salesforce, Inc.
CRM leader pushing Agentforce AI agents.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding389.2M
as of 2026-09-18 · 10-Q cover page · SEC filing
823.0M
as of 2026-08-20 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $6.76B
10-Q period ended 2026-08-28; +13% y/y · SEC filing
Gross margin 88.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.35B
Same quarter; 35% operating margin · SEC filing
Revenue (latest quarter) $11.35B
10-Q period ended 2026-07-31; +11% y/y · SEC filing
Gross margin 76.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.33B
Same quarter; 21% operating margin · SEC filing
Next earnings
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Next catalyst
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Upcoming catalysts
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “Issues relating to the development and use of AI in our solutions may result in reputational harm, liability and adverse business and financial results.” — 10-K risk factor (filed 2026-01-15) · source
  • “We may be unsuccessful at innovating in response to rapid technological or industry changes to meet customer needs, which could cause our business and financial results to suffer materially.” — 10-K risk factor (filed 2026-01-15) · source
  • “We may be subject to risks from governmental sanctions and export and import controls that could impair our ability to compete in international markets and subject us to liability if we are…” — 10-K risk factor (filed 2026-03-02) · source
  • “Social, ethical, and regulatory issues, including the development, deployment, use or capabilities of AI in our offerings, may result in reputational harm, legal liability and increased…” — 10-K risk factor (filed 2026-03-02) · source
AI angle

Adobe adds generative AI (Firefly) across Creative Cloud and Acrobat; AI is both a feature driver and a competitive threat from new tools.

Salesforce sells AI agents (Agentforce) and data cloud on top of its CRM apps; AI monetization is a key debate for its growth rate.

Full analysis: $ADBE →Full analysis: $CRM →

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Deep dives: ADBE next earnings & catalysts · CRM next earnings & catalysts · AI earnings this week