格隆汇10月28日｜Adobe(ADBE.US)山塔努·纳拉扬表示，随着华尔街关注芯片和AI训练基础设施， Adobe正被低估。纳拉扬说："我认为，如果考虑到我们的盈利能力和增长前景，就会发现人们对软件 整体存在一个误解。" "最终市场焦点将转向应用程序内人工智能的交付，而这正是公司蓬勃发展的领 域。"作为领先的创意软件制造商，Adobe今年市值已下跌约20%，因投资者担心其竞争对手Canva更有 效地驾驭人工智能技术的进步。其他企业应用软件公司如Salesforce也面临AI原生初创企业带来的类似 冲击。 ...

Generative AI and Innovation - Adobe Express is recognizing a bigger trend in generative AI, enabling everyone to tell their story creatively [2][3] - Generative AI simplifies content creation through prompts, creating images, videos, and audio [6] - Adobe is combining ideation with authoring applications like Express, Photoshop, and Acrobat, enhancing user experience [7] - Firefly models are designed to be commercially safe, trained on licensed content, and enabling enterprises to create custom models [10][13] - Adobe is focused on inference, usage, and workflows to provide lasting value to customers [24] Market Strategy and Competition - Adobe's product segmentation caters to creative professionals, marketers, and business professionals with different pricing and metrics [33] - The company believes models are a great on-ramp, but interface and usability are key for monetization [22] - Adobe is confident in its ability to monetize through inference, providing software, tools, and workflows [23][24] - The company emphasizes the importance of being a responsible provider of creative technology, representing the entire creative community [17] Partnerships and Infrastructure - Adobe has partnerships with major hyperscalers like Nvidia, Microsoft Azure, Google GCP, and Amazon AWP for technology provision [26] - The company acquired GPU capacity early on and has great partnerships to support its engineering needs [27][28]

Core Insights - Adobe Max is a significant event for the creative ecosystem, emphasizing the relevance of generative AI in creativity and design [1][2][3] - Adobe Express is a key innovation that enables users to leverage generative AI for storytelling across various media [4][6][7] Product Innovations - Adobe is focusing on generative AI to enhance ideation, creation, and delivery processes, allowing users to express their creativity more effectively [5][6][7] - The Firefly model is designed to be commercially safe and is integrated into Adobe products, with features like Generative Fill in Photoshop being highly utilized [10][11][13] Market Positioning - Adobe aims to serve a diverse customer base, including creative professionals, marketers, and business users, by providing tools that enhance productivity and creativity [3][21][22] - The company reports record results every quarter, indicating strong underlying business health and a belief in greater future opportunities [30][31] Strategic Initiatives - Adobe is committed to responsible innovation, ensuring that its generative AI models respect intellectual property rights and provide safe outputs for the creative community [17][19] - The company is exploring both organic innovation and inorganic opportunities through M&A to enhance its technology offerings [40][41] Customer Engagement - Adobe's segmentation of products allows for tailored solutions that meet the needs of different user groups, from high-end creative professionals to casual consumers [30][33] - The introduction of tools like Gen Studio facilitates agile campaign creation and analytics, appealing to marketers and business professionals [32][33]

Adobe CEO Shantanu Narayen said his company is being undervalued as Wall Street focuses on chips and AI training infrastructure https://t.co/65sWLQNjMo ...

Core Insights - Adobe introduced a range of new AI innovations and models in its Creative Cloud applications at Adobe MAX, aimed at enhancing the capabilities of creative professionals [2][3][5] AI Innovations - New AI tools include one-click compositing and masking features, performance upgrades, and capabilities for image upscaling and prompt generation in Firefly Boards, which streamline the creative process [3][6][7] - The AI Assistant in Photoshop allows users to interact conversationally, providing personalized recommendations and tutorials, thus enhancing control and efficiency [4][7] New AI Models - Adobe's Firefly Image Model 5 is the latest addition, capable of generating images in native 4MP resolution and excelling in photorealistic details [11][20] - Integration of partner models, such as Google Gemini and Topaz Labs, enhances the functionality of tools like Generative Fill and Generative Upscale [13][14] Firefly Features - Firefly Custom Models allow users to personalize AI models for specific creative needs, with features like Generative Upscale and Harmonize for seamless integration of elements [14][15] - New ideation tools in Firefly Boards facilitate faster transitions from inspiration to concept, including capabilities for 3D object manipulation and bulk image downloading [16][17] Batch Editing Solutions - Firefly Creative Production enables batch editing of thousands of images, automating tasks like background replacement and color grading through a user-friendly interface [18][19] Availability and Pricing - Key features such as Photoshop's Generative Fill and AI Object Mask in Premiere are available in beta, with Firefly Custom Models set to roll out next month [19][21]

Product Innovation - Adobe releases new AI assistants for Creative Cloud products, including Express and Photoshop [1] - The AI assistants are designed to help users with image creation and editing [1]

Core Insights - Adobe and YouTube have announced a partnership to empower creators globally by integrating Adobe Premiere's video editing tools with YouTube Shorts, creating a new content creation space called Create for YouTube Shorts [2][5][7] Partnership Overview - The partnership aims to provide creators with the tools needed to produce high-quality content and grow their audiences on YouTube [2][5] - The Create for YouTube Shorts feature will be available in the Premiere mobile app, allowing creators to easily publish their videos to YouTube Shorts [3][8] Features and Capabilities - Creators will have access to Adobe's powerful video editing tools, including exclusive effects, transitions, and templates designed specifically for YouTube Shorts [3][7] - The Premiere mobile app will offer studio-quality audio, AI sound effects, and precision multi-track editing, enhancing the content creation experience [7][8] User Experience - The new content creation space will allow creators to save and share templates, remix content, and utilize various editing features to produce engaging videos [3][8][13] - Creators can access the Premiere mobile app directly from YouTube Shorts by tapping on the "Edit in Adobe Premiere" icon [8]

LOS ANGELES--(BUSINESS WIRE)--Today, at Adobe MAX – the world's largest creativity conference – Adobe (Nasdaq:ADBE) announced major innovations in GenStudio, its integrated solution that enables businesses to power their content supply chain with the latest advancements in AI. GenStudio simplifies one of the most pressing challenges facing creative and marketing teams today, where an insatiable demand for content is outpacing organizational resources. Adobe is addressing this by extending gener. ...

Adobe said on Tuesday that it is launching the latest iteration of its image generation model, Firefly Image 5. The company is also adding features to the Firefly website, support for more third-party models, and the ability to generate speech and sound... https://t.co/zptGQD2wTU ...

Oct 28, 2025 8:04 AM Eastern Daylight Time Adobe Introduces New AI Assistant in Adobe Express that Unlocks Creativity for All with Conversational Creation and Editing Share New AI Assistant in Adobe Express. LOS ANGELES--(BUSINESS WIRE)--Today at Adobe MAX – the world's largest creativity conference – Adobe (Nasdaq:ADBE) introduced a new AI Assistant (beta) in Adobe Express, a conversational creation and editing experience that empowers everyone to move from concept to content in minutes. The AI Assistant i ...