Polymarket traders give Adobe roughly a 92% chance of beating the market's $6.08 non-GAAP EPS benchmark. On Kalshi, traders are betting on specific words CEO Shantanu Narayen and his team will say on the 5 p.m. ET call. "GenStudio" and "Semrush" are both at 93%, "OpenAI" at 86%, and "Nvidia" at 61%. "LLM Optimizer" (renamed Adobe Brand Visibility) is at 56%, while "Disney" is at 33% and "Firefly Video" at 13%. Traders expect a focus on AI products, acquisitions, and partnerships, amid a debate over whether AI is a new growth engine or eroding core software value. Narayen is expected to be succeeded by Anil Chakravarthy on Dec. 1.