Group 1 - Adobe's stock has lagged behind its peers this year, with fragile sentiment heading into its earnings report [1][2] - The company warned investors in June about a longer timeline for AI monetization, similar to Salesforce's situation [2] - A key initiative for Adobe is its Firefly Gen AI platform, which has contributed to nearly doubling paid subscriptions in the last quarter [3] Group 2 - Adobe's digital media annualized recurring revenue is crucial for assessing customer retention and spending power, especially after a price hike of up to 17% on some plans [4] - Despite beating earnings expectations for the past 20 quarters, Adobe's shares have declined following results in the last four reports, indicating potential user cancellations due to increased prices [5]

We're going to get another read on the overall software group. That'll be tonight when Adobe reports its results. It has lagged.That is the stock so far this year. Mackenzie Sagalis is here. She's got more on what we may be watching for when we get those earnings.McKenzie. So, David, sentiment is fragile heading into the print after Adobe warned investors in June that it might be a longer horizon for AI monetization. Like Salesforce, the company has been talking up AI adoption without seeing the same stock ...

For more on the software sector as we look ahead to Adobe tonight, let's bring in Byron Deer, partner at Bessemer Venture Partners. Byron's investments include Anthropic, Canva, and Box. Good to see you again.Welcome. Always good to be with you. Thank you, Carl.You know, Byron, you know, we've had a bunch of examples of really powerful brand name companies in tech that have faced kind of existential growth worries. Uh, is Adobe one of them. And and where is the escape hatch on some of this AI influence.Yes, ...

Core Insights - Adobe is facing significant challenges from competitors like Canva and Figma, as well as the transformative impact of AI on its product offerings [2][3] - The company has successfully transitioned to the cloud but now confronts a more complex landscape with AI integration [2][3] - There is speculation that Adobe may need to pursue mergers and acquisitions (M&A) to remain competitive in the evolving market [4][5][6] Industry Dynamics - Legacy tech companies are under pressure to adapt or risk obsolescence due to the rapid advancements in AI and generative technologies [5] - The competitive landscape is shifting, with private companies like OpenAI and Anthropic gaining significant influence over public markets [7][11] - Oracle's recent partnership with OpenAI has raised questions about its position in the AI sector, suggesting that it may not be a leading player despite market perceptions [8][9][10] Market Trends - The market is witnessing volatility driven by single announcements from major tech firms, indicating a sensitive investor sentiment [2] - There is an expectation that legacy companies will engage in aggressive acquisitions to bolster their capabilities and fend off competition [5][6] - The current capital environment allows companies like Anthropic to delay going public, as they have access to ample funding [12]

And it's time to go inside out on Adobe. It reports its earnings after the closing bell. Keith Kirkpatrick is with us, research lead at Futurum.Thank you so much for being with us. What are you watching for when it comes to Adobe today. Well, thanks for having me, Nicole.I I think obviously what everyone is looking for is looking at AI. You know, what is how is Adobe actually translating, you know, their AI features, their AI capabilities into revenue. I mean, everyone is talking about AI, but really what i ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

花旗将Adobe的目标价从450美元下调至400美元，维持"中性"评级。(格隆汇) ...

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Back on Morning Movers. Adobe in the spotlight after the close when the company reports second quarter earnings. Analysts are expecting adjusted EPS to come in at 517 to share its revenue to come in at 5.9% billion.Adobe Bulls certainly need some good news. That stock down 21% this year, nearly 40% over the last 12 months. Really rough ride there.Time now for Options Corner. Joining us to take a deeper look at it, Doby, we've got Rick Dukat, lead market technician. All right, Rick, let's talk about this cha ...

上周，Adobe收购未果的设计软件公司Figma(FIG.US)因业绩指引逊于预期导致股价暴跌;而另一家同样 面临AI颠覆风险的传统软件企业赛富时(CRM.US)也发布了不及预期的财报。这些案例均表明，即便估 值低廉且拥有AI战略的企业同样举步维艰。 "说Adobe'行将衰落'或许有些言过其实，但证明自身价值的责任在于企业自身，"Aptus Capital Advisors 投资经理David Wagner表示，"Adobe需要证明自己具备竞争力和创新能力，而做到这一点的唯一途径， 是实现持续增长——不仅是本季度，更是未来数年。但目前很难看出该公司能如何实现这一目标。" 对于在人工智能(AI)热潮中目睹Adobe(ADBE.US)股价掉队的投资者而言，这家软件巨头的最新季度财 报或许依然难以为市场注入信心。 华尔街预计，Adobe全年营收增长率将接近10%——这一增速虽表现稳健，却将是该公司十余年来的最 低水平。分析师预测其增长疲势将延续至2028财年;而与此同时，预期未来几年将实现加速增长的甲骨 文(ORCL.US)等AI领域"明确赢家"，正成为投资者追捧的对象。 Adobe面临的核心挑战在于，全球AI应用 ...