Applications
Their AI-first ARR tripled year-over-year to surpass $500 million. Very few enterprise software companies are reporting this level of direct…
Their AI-first ARR tripled year-over-year to surpass 500 million. Very few enterprise software companies are reporting this level of direct, paid AI adoption. The breakout driver is Firefly, now at 30
Their AI-first ARR tripled year-over-year to surpass 500 million. Very few enterprise software companies are reporting this level of direct, paid AI adoption. The breakout driver is Firefly, now at 300M in ARR, growing approximately 50% quarter-over-quarter through apps and credit packs. That's better growth than most top AI startups. Paid users for the Acrobat AI Assistant also grew by more than 150%.
Source: Francois Chollet (X) | 2026-06-22