June 12, 2026
No Seats, Just Outcomes: Adobe Quadruples CX AI Revenue and Overhauls How It Sells Agents
Adobe’s AI-first revenue inside its Customer Experience Orchestration business grew four times year-over-year in the second quarter of fiscal 2026, the company reported on its Q2 2026 earnings call. In the same quarter, Adobe moved its agentic CX system into general availability and folded the newly acquired Semrush into a brand visibility offering.
Anil Chakravarthy, President of Adobe’s Customer Experience Orchestration business, said on the call that CX Enterprise Coworker, a specialised AI agent that executes tasks against business goals, has become generally available this week, following an early adoption programme that drew more than 150 leading enterprises.
The agent is part of Adobe CX Enterprise, the end-to-end agentic system introduced at Adobe Summit in April that combines AI agents, agent skills and Model Context Protocol endpoints under an intelligence and governance layer. More than 20,000 global brands have built their business on Adobe, Chakravarthy said.
Experience Platform Revenue Up Over 30%
Subscription revenue for Adobe Experience Platform and its native apps grew over 30% year-over-year, according to Chakravarthy. He said AEP now delivers more than 70 billion profile activations and 35 trillion segment evaluations per day, alongside over one trillion experiences per year. More than 80% of AEP and Adobe Experience Manager customers are now using the agentic capabilities built into those products, and over 1,500 customer trials are underway for Adobe’s agentic web tools — LLM Optimizer, Sites Optimizer and Brand Concierge. Adobe also detailed Brand Intelligence, a headless, API-exposed system that learns from creative and marketing team approvals and rejections to validate on-brand content.
Adobe closed its acquisition of Semrush in April, adding $480 million in ARR and uniting search engine optimisation, generative engine optimisation and AEM. The combined brand visibility solution marries Semrush’s data on what consumers search with Adobe’s content intelligence. “We believe that this is going to be a must-have for every CMO,” Chakravarthy said.
Partnerships and Analyst Recognition
Chakravarthy detailed native integrations with Microsoft Copilot, Anthropic, OpenAI and Google Gemini, plus a partnership with NVIDIA that brings CX Enterprise Coworker into the NemoClaw enterprise agent platform under NVIDIA’s policy-governed runtime. Agencies including Dentsu, Havas, Omnicom, Publicis, Stagwell and WPP are standardising on Adobe, he said. Enterprise customers with over $10 million in ARR grew more than 20% year-over-year, and Forward Deployed Engineering and Integrated Services offerings grew 60% quarter-over-quarter.
Across the company, Adobe’s AI-first ARR tripled year-over-year to over $500 million, while total ending ARR reached $27.1 billion, up 12.5% year-over-year, with Q2 revenue of $6.62 billion. Chakravarthy described customer experience as the first area of AI-powered transformation for enterprises, and said C-level executives increasingly view Adobe as the partner for that work.
Adobe’s results arrive as agentic AI moves from pilots into operational CX settings across the vendor landscape, with Salesforce, Microsoft and AI-native challengers competing for the same enterprise orchestration work.
Generally Available, and Priced on Results
Adobe has also made CX Enterprise Coworker generally available, selling it as a standalone product priced on outcomes rather than per seat. The introductory rate scales with the value a customer sees, tying Adobe’s revenue to whether the agent moves conversion or retention, and giving it a route to turn AI pilots into recurring enterprise spend.
The product is more autonomous than the agents Adobe previewed at Summit 2025. Rather than executing discrete tasks, the Coworker watches performance signals across channels, measures them against a defined goal and adjusts the workflow itself, with teams still approving plans before launch. It runs across rival platforms from AWS, Anthropic, Google Cloud, Microsoft and OpenAI, and a self-service route lets smaller teams describe a goal in plain language and get a campaign, content and journey in one workflow.
