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US holiday online sales growth to slow on economic uncertainty: Adobe Analytics
Reuters· 2025-10-06 12:03
U.S. holiday online sales are expected to grow at a slower pace this year, according to projections by data firm Adobe Analytics released on Monday, as macroeconomic uncertainty continues to pressure ... ...
Adobe 的护城河正在被Sora2侵蚀
美股研究社· 2025-10-06 02:14
OpenAI 发布的 Sora 2 ,被认为是创意软件领域重心转向生成式软件的最强信号。 它不仅仅是"生成视频",而是能生成符合物理规律的运动场景,保持多镜头之间的状态一致,还能根据提示生成同步的语音与音效。相比之前 的版本,Sora 2 在 逼真度、可控性、视听表现 上都有显著提升。目前它已通过 iOS 的 Sora 新应用上线,未来还会扩展至更多平台。 与传统后期制作软件不同,OpenAI 选择将模型绑定在一款 社交化创作应用 中。Sora App 已在美国和加拿大开放邀请测试,用户可以对流行 趋势进行二次创作,还能通过"客串"功能,让好友的形象和声音出现在生成视频里,并支持共同管理与删除。当前视频时长上限为 10 秒,但 方向已经非常清晰。 过去一年,用户生成视频的进化速度有目共睹。Sora 2 的研究成果表明,这不仅是画面更美观,更是物理表现的全面升级:球体会正常弹跳而 非"瞬移",刚体之间能真实碰撞,漂浮物会自然漂移。这些改进意味着,生成视频已经从"玩具级演示"走向"可用于广告或叙事"。人类经验的 动作建模,正在以季度为单位加速,而不是几十年。 与此同时,谷歌的 Veo 3 也已上线消费级应用和专业 ...
Adobe的护城河正在被Sora2侵蚀
智通财经网· 2025-10-05 03:24
Adobe 当然意识到这一趋势。今年 2 月,其 Firefly Video 公测,支持 5 秒的 1080p 视频生成,还增加了 翻译功能。但与 Sora 2 等新一代模型相比,Firefly 在 ambition 和视觉真实度上显得局促。 更关键的是,Adobe 文档显示其产品正转向"聚合器":用户可以在 Firefly 的 Web 端调用 Veo、Luma、 Runway、Topaz 等非 Adobe 引擎。换句话说,Adobe 更像一个"高质量外壳",而不是最强模型的源 头。 OpenAI 发布的 Sora 2,被认为是创意软件领域重心转向生成式软件的最强信号。 它不仅仅是"生成视频",而是能生成符合物理规律的运动场景,保持多镜头之间的状态一致,还能根据 提示生成同步的语音与音效。相比之前的版本,Sora 2 在逼真度、可控性、视听表现上都有显著提升。 目前它已通过 iOS 的 Sora 新应用上线,未来还会扩展至更多平台。 与传统后期制作软件不同,OpenAI 选择将模型绑定在一款社交化创作应用中。Sora App 已在美国和加 拿大开放邀请测试,用户可以对流行趋势进行二次创作,还能通过"客串"功能 ...
The Sora 2 Shock: Adobe’s Moat Is Eroding (NASDAQ:ADBE)
Seeking Alpha· 2025-10-02 22:03
The launch of Sora 2 from OpenAI is the strongest indicator to date that the creative software sector's gravitational center point has shifted to generative software. Sora 2 does not merely reproduce or "generate videos." Rather, it generates motion that has physically plausible constraints, it"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenanc ...
Why Adobe Stock Is A Cash Engine?
Forbes· 2025-10-02 14:35
Core Viewpoint - Adobe stock (NASDAQ: ADBE) has declined by 22% this year due to increased competition from lower-cost creative software and AI tools, alongside signs of slowing growth in its subscription business, yet it remains a stock worth examining closely [3][4]. Financial Performance - Adobe's Free Cash Flow Yield is significant, calculated as free cash flow per share divided by the stock price, indicating strong cash generation that can be reinvested for growth or returned to shareholders [5]. - The company reported a revenue growth of 10.7% and an operating margin of 36.2% over the past year, showcasing solid fundamentals [12]. Valuation Metrics - The stock is currently trading at 46% below its two-year high and 6.5% below its one-month high, with a price-to-sales ratio lower than its three-year average, suggesting potential undervaluation [12]. Market Performance - Average forward returns for Adobe stock are projected at 10.4% over 6 months and 20.4% over 12 months, with a win rate of approximately 74% for positive returns in the 12-month period [13]. - The stock has shown resilience, achieving a 12-month average return of nearly 18% with a 70% win rate even during non-crash periods [13].
Morgan Stanley Downgrades Adobe Inc. (ADBE) but Confident of GenAI Monetization Abilities
Yahoo Finance· 2025-10-02 05:36
Adobe Inc. (NASDAQ:ADBE) is one of the cheap AI stocks to buy right now. On September 24, Morgan Stanley downgraded the stock to an Equal-weight from Overweight and also cut the price target to $450 from $520. Despite the price cut, the stock boasts significant upside potential. Morgan Stanley Downgrades Adobe Inc. (ADBE) but Confident of GenAI Monetization Abilities Copyright: photogearch / 123RF Stock Photo According to the investment bank, Adobe faces uncertainty over its inability to prove that gene ...
Adobe Inc. (ADBE): A Bull Case Theory
Yahoo Finance· 2025-09-30 14:42
We came across a bullish thesis on Adobe Inc. on Summit Stocks’s Substack. In this article, we will summarize the bulls’ thesis on ADBE. Adobe Inc.'s share was trading at $353.27 as of September 24th. ADBE’s trailing and forward P/E were 22.02 and 15.13 respectively according to Yahoo Finance. Countries with the Highest Depression Rates Adobe Inc. (ADBE) has seen its stock decline roughly 35% over the past year amid investor concerns about AI potentially commoditizing its creative software. The company r ...
Comparably Announces 2025 Happiest Employees, Best Perks & Benefits, and Work-Life Balance Awards
Businesswire· 2025-09-30 14:34
Share Adobe & ADP claim top spots for Employee Happiness, while Google surges to #1 in Perks & Benefits from 7th place VANCOUVER, Wash.--(BUSINESS WIRE)--Comparably (a ZoomInfo company) – a leading employee review platform for workplace culture and compensation – today announced the winners of its 2025 Happiest Employees, Best Perks & Benefits, and Best Work-Life Balance awards. Google made a dramatic leap from 7th place to #1 in Best Perks & Benefits, reflecting renewed focus on comprehensive employee rete ...
Fundamentals Say Bet Against the Recent Adobe Downgrade
MarketBeat· 2025-09-30 14:12
Wall Street analysts often adjust their price targets based on a stock’s momentum and popularity—moves designed more to protect their careers than to reflect true value. They tend to avoid backing underperforming stocks, which makes their targets less reliable during market downturns and periods of volatility. Adobe TodayADBEAdobe$358.40 -1.02 (-0.28%) 52-Week Range$330.04▼$557.90P/E Ratio22.33Price Target$433.41Add to WatchlistThat’s why strong fundamentals remain essential for making sound investment dec ...
X @TechCrunch
TechCrunch· 2025-09-30 13:53
Adobe's Premiere app is available on mobile devices, offering a variety of editing features, including some that are AI-powered. https://t.co/WOQBWAfQQK ...