Next phase of collaboration broadens access to integration e-commerce and design tools for global creatorsNEWPORT BEACH, Calif., Nov. 11, 2025 (GLOBE NEWSWIRE) -- Amaze Holdings, Inc. (NYSE American: AMZE) (“Amaze”) a global leader in creator-powered commerce, today announced an extension to its partnership with Adobe Express, the quick and easy create-anything app. This phase of the partnership extends access to India, a country with over 2 million monetized content creators and $350 billion in consumer sp ...

Core Insights - Adobe has announced a new collaboration with OpenAI to deeply integrate their core products, allowing users to edit images using natural language on the ChatGPT platform, marking an expansion of AI-driven creative tools [1][3] Group 1: Collaboration Details - The integration will connect Adobe's popular creative software, Photoshop and Adobe Express, to the ChatGPT ecosystem, enabling users to issue editing commands in natural language without switching platforms, significantly simplifying the creative workflow [1][3] - Users can find the Adobe applications in the "More" menu on ChatGPT and interact with GPT to execute image editing tasks [1] Group 2: Functional Enhancements - The demonstration showcased practical features of the integration, where Adobe Express can generate complete flyers from vague text prompts, and new UI elements allow users to quickly adjust image parameters without repeatedly inputting commands [3] - Generated content can be exported directly to Adobe Express for further detailed modifications, balancing efficiency and creative flexibility [3] Group 3: Adobe's AI Strategy - Adobe's Vice President, Alexandru Costin, emphasized that the collaboration aims to integrate technological strengths rather than replace Adobe's own AI models, highlighting the unique advantages of Adobe's Firefly model, which is trained on authorized content to ensure copyright compliance [3][4] - The Firefly model allows users to generate content that can be used commercially, providing reliable protection for professional creators and businesses [3][4] Group 4: Recent Developments in AI Tools - Adobe has been active in the AI creative tools space, recently launching a new AI assistant for Photoshop that automates repetitive editing tasks based on minimal text input, reducing the burden of basic operations [4] - The newly released Firefly Image 5 model can generate high-definition images at 4 million pixels and supports layer editing, further enhancing the efficiency and quality of professional image creation [4]

Joining us now Adobe chair and co Shantu Nayan. Shantu it's great to have you on the show. Haven't seen you in a little bit.Terrific. >> Thanks for having me Jim. >> Okay so let's talk about uh the opening of the Adobe system.I could say that the integration where I now if I want to use Adobe say and Google it's simple which would to me bring in a whole new group of of uh of users. Well, I think what was incredible uh Jim about Max was the amount of innovation that Adobe uh showcased. Uh when you think abou ...

Core Insights - Adobe is focusing on integrating AI into its products to enhance creativity and user experience, showcasing significant innovations at the recent Max event [2][3][4] - The company believes that its tools, particularly Photoshop, will support various AI models, making it a versatile platform for creative professionals and enterprises [4][6] - Despite a 22% decline in stock price, Adobe maintains that it is a profitable company with double-digit growth and is actively buying back shares, indicating confidence in its valuation [5][7][8] Product and Market Position - Adobe's products, including Adobe Express and Acrobat, have seen explosive growth with over 700 million users, indicating strong demand at the lower end of the market [6] - The company is positioned as the largest provider of marketing technology globally, emphasizing the necessity for enterprises to create digital content [9] - Adobe's collaboration with third-party AI models aims to enhance its offerings and attract a broader user base [5][4] Future Outlook - The company is optimistic about the potential of AI to expand creativity and productivity, believing that the real usage of AI chips will be in software like Adobe's [6][8] - Adobe's focus on innovation and user engagement is expected to drive future growth, with increasing monthly average users as a positive indicator [8][7]

Core Insights - Adobe Inc. is a leading company in digital media and experience solutions, with a market cap of $149.8 billion, known for products like Photoshop and Illustrator [1] - The company is expected to announce its fiscal Q4 earnings for 2025 on December 10, 2025 [1] Financial Performance - Analysts predict Adobe will report a profit of $4.39 per share for Q4 2025, a 7.9% increase from $4.07 per share in the same quarter last year [2] - For fiscal 2025, Adobe's expected profit is $17.02 per share, reflecting a 14.2% increase from $14.90 per share in fiscal 2024, with further growth anticipated to $19.30 per share in fiscal 2026 [3] Recent Results - In Q3, Adobe reported total revenue of $6 billion, a 10.7% increase year-over-year, driven by an 11.8% rise in subscription revenue, surpassing consensus estimates by 1.5% [5] - The adjusted EPS for Q3 was $5.31, growing 14.2% year-over-year and exceeding analyst expectations by 2.7% [5] Stock Performance - Over the past 52 weeks, Adobe's stock has declined by 25.2%, underperforming the S&P 500 Index's return of 18.3% and the Technology Select Sector SPDR Fund's increase of 31.2% [4] - The overall rating for Adobe's stock is "Moderate Buy," with a mean price target of $467.91, indicating a potential upside of 30% from current levels [6]

Core Insights - Adobe and Google Cloud have expanded their strategic partnership to enhance AI-powered creative technologies, combining Adobe's creative expertise with Google's advanced AI models [1][3][4] Partnership Overview - The partnership will provide Adobe customers access to Google's latest AI models, integrated into Adobe applications such as Firefly, Photoshop, and Premiere [2][5] - Adobe's enterprise customers will utilize Google Cloud's Vertex AI platform for model customization, enabling the creation of brand-specific AI models [4][5] Key Areas of Collaboration - Adobe aims to empower creators and brands by integrating Google's AI models into its creative ecosystem, enhancing content creation capabilities [3][6] - A joint go-to-market strategy will be implemented to expand access to these AI innovations globally, showcasing the combined capabilities of both companies [5][6] Additional Developments - The announcement follows Adobe's partnership with YouTube, which aims to enhance content creation for creators using Adobe Premiere's tools [6]

Core Insights - Adobe and Google Cloud have expanded their strategic partnership to enhance AI-powered creative technologies, combining Adobe's creative expertise with Google's advanced AI models like Gemini, Veo, and Imagen [1][4][5] Partnership Details - Adobe customers, including professionals and enterprises, will gain access to Google's latest AI models integrated into Adobe applications such as Firefly, Photoshop, and Premiere [2][5] - Enterprise customers can utilize Adobe GenStudio and Adobe Firefly Foundry to customize and deploy brand-specific AI models for generating on-brand content at scale [2][4] Key Areas of Collaboration - The partnership aims to transform content creation by providing tools that enhance creative output and allow for high-impact content production with precision [3][4] - Adobe and Google Cloud will implement a joint go-to-market strategy to expand access to these AI innovations globally, showcasing their combined capabilities [5][6] Additional Context - This announcement follows Adobe's partnership with YouTube, which aims to empower creators by integrating Adobe Premiere's video editing tools with YouTube Shorts [6]

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]

Core Thesis - Adobe Inc. is viewed positively despite a 35% stock decline over the past year due to concerns about AI commoditizing its creative software, as it remains the dominant provider of digital content tools [2][4] Financial Performance - Adobe's core Digital Media segment, including Creative Cloud, Adobe Express, and Document Cloud, is projected to generate $15.9 billion in 2024, accounting for 74% of total revenue, while the Digital Experience segment is expected to contribute $5.4 billion [2] - The company has demonstrated consistent financial strength with a 13% revenue CAGR over five years, gross margins around 89%, operating margins above 35%, and a return on invested capital (ROIC) near 25% [5] - As of Q2 2025, Adobe has a growing backlog of $19.7 billion and has repurchased $14 billion of stock since March 2024, reducing share count by 9% [5] Market Position and Competitive Landscape - Adobe is investing heavily in AI through its Firefly initiative, which enhances workflow efficiency and creative output, addressing the "blank-page" problem [3] - Despite competition from cheaper AI alternatives, Adobe's professional user base remains largely insulated due to the need for seamless integration, reliability, and legally safe outputs [4] - Competing platforms like Canva primarily serve hobbyists and small businesses, which do not pose a significant threat to Adobe's high-value creative customers [4] Valuation and Growth Potential - Adobe is currently trading at 16 times trailing free cash flow, requiring only 8.2% annual free cash flow growth to justify its current price, compared to a historical growth rate of 21%, indicating low market expectations [5] - The adoption of AI is expected to expand Adobe's addressable market, presenting a compelling risk/reward profile and an attractive entry point for investors [5]