Inside Adobe (pt.3/7): Experience Platform ARR Climbs 40% as Enterprises Standardize on AEP
Cross-cloud deals jumped 60%+, proving Adobe’s creation-to-activation bundle locks in clients.
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ADOBE TOP 5 INSIGHTS: Digital Experience
1️⃣ 📡 AEP is the heartbeat. Adobe Experience Platform builds real-time customer profiles from multiple data sources. Its ARR and apps grew more than 40% year over year in 2025, showing enterprises are adopting it at scale as a core marketing system.
2️⃣ 🤖 AI Assistant adoption is strong. By mid-2025, about 70% of AEP customers were using the conversational AI Assistant. This lets business teams access insights without coding, making data more useful and spreading adoption across non-technical staff.
3️⃣ 🏗️ Content supply chain grows fast. Products like Workfront, Frame.io, AEM Assets, and GenStudio now surpass $1B in ARR, expanding at more than 25% year over year. This segment links creative assets directly to marketing campaigns, a capability rivals struggle to match.
4️⃣ 🛒 Enterprise contracts are sticky. Deals often run for multiple years, with contracts above $1M growing across industries. This is why Adobe’s remaining performance obligations climbed to $20B, ensuring visibility into future enterprise revenue.
5️⃣ 🔄 One Adobe motion. Cross-cloud deals that combine Creative, Document, and Experience grew more than 60% year over year. This bundling locks in clients who need both creation and activation in one package.
Next, we look at the structural advantages that make these numbers possible—Adobe’s moats that rivals find hard to break.
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