啥，Adobe Animate被AI干没了？ 叮—— 就在今天，动画师收到一封邮件。点开一看，两眼一抹黑，差点没晕过去。 自己最常用的2D动画软件——Adobe Animate，要被Adobe关掉了。 听到这个消息，许多人第一反应是难以置信，吸了口气，再看第二眼—— 您猜怎么着？还真是官方通知。 全网直接炸锅。 最惨的莫过于刚入坑的小白：一学期的课白上了！！ 老用户则感觉像被挚友从背后捅了一刀，怒火中烧，疯狂输出Adobe。 他们打着「支持创意社区」的幌子摆摊获客，实际上一门心思都在计算ROI。 也有人早就心灰意冷，直言Adobe这些年对Animate用户的反馈一贯冷处理，如今被砍并不意外。 但问题是，Adobe为什么要突然关掉一个明明还有不少人在用的产品？ Adobe一直都以擅长毁掉优秀产品而闻名。 一切的一切，都是因为AI。 对，又是AI。 Adobe决定关停Animate 在官网发布的一份FAQ中，Adobe表示，将于3月1日，停止销售这款已有超过25年历史的2D动画软件。 过去这么多年，Animate虽有些许衰落，但仍然是不少网页动画师、游戏开发者和内容创作者的必备工具。 著名Flash游戏设计师Ty ...

Core Viewpoint - Adobe has announced the discontinuation of Adobe Animate, a 2D animation software that has been in use for over 25 years, primarily due to a shift in focus towards AI technologies [10][38]. Group 1: Announcement and User Reactions - Adobe officially notified users that sales of Adobe Animate will cease on March 1, 2026, with varying support timelines for enterprise and individual users [10][19]. - The announcement has led to widespread disbelief and frustration among users, particularly those who have invested time in learning the software [3][5]. - Many users feel abandoned, citing a lack of communication and a suitable alternative from Adobe [28][29]. Group 2: Impact on Users and Industry - Despite its decline, Adobe Animate remains essential for many web animators, game developers, and content creators, with some users stating it is irreplaceable [11][13]. - The transition to alternative software, such as Toon Boom, is complicated by high migration costs and the need to relearn workflows [16][17]. - Users express concerns that Adobe's decision will negatively impact their work quality and existing projects [12][46]. Group 3: Adobe's Strategic Shift - Adobe's rationale for discontinuing Animate centers around the advancement of technology and a strategic pivot towards AI-driven tools [37][38]. - The company has been focusing on integrating AI features across its applications, which has led to the neglect of Animate [39][41]. - Critics argue that the decision to shut down Animate reflects a broader trend of prioritizing new technologies over established products, even when those products still have a dedicated user base [44][46]. Group 4: Historical Context and Legacy - Adobe Animate, originally launched as FutureSplash Animator in 1996, played a significant role in transforming the internet by enabling rich multimedia content [48][50]. - At its peak, Flash Player was installed on over 98% of computers, making it a cornerstone of web animation and independent game development [52][54]. - Despite its historical significance, Animate has struggled to adapt to modern demands, leading to its eventual phase-out [62][67].

As Adobe ramps up its investments in AI, the company has decided to shut down its 2D animation software, Adobe Animate. On Monday, Adobe issued an update to the company’s support site and sent emails to existing customers announcing Adobe Animate will be discontinued on March 1, 2026.Enterprise customers can continue to receive technical support through March 1, 2029, to ease the transition. Other customers will have support through March of next year, the company said. The decision has been met with incre ...

Core Viewpoint - Adobe's stock has experienced a 14% decline at the start of 2026, but the company is showing resilience against the pressures of generative AI and is seeing strong momentum in its own AI products, making it a potential buy for investors [2]. Company Performance - Adobe's Creative Cloud remains the industry standard for creative professionals, with high switching costs for users who have mastered its tools, making it less susceptible to competition from AI services [4]. - The company has launched Adobe Express, a freemium cloud-based service, to attract amateurs and novices, while also integrating its generative AI software, Firefly, into this platform [5]. - Annual recurring revenue (ARR) grew by 11.5% year over year in 2025, reaching $25.2 billion, with AI-influenced ARR accounting for over one-third of its overall business [6]. - Remaining performance obligations increased by 13% from the end of 2024, reaching $22.5 billion, indicating strong future growth potential [7]. - Adobe's financial results show no negative impact from competing AI tools, and the company is benefiting from integrating generative AI features into its software [8]. Valuation - Adobe's stock is currently trading at 13 times forward earnings expectations, presenting a significant buying opportunity due to its low valuation and strong growth prospects [8].

Core Insights - Adobe's prospects are bolstered by an expanding partner base, including major players like Amazon Web Services, Microsoft Azure, Google, and OpenAI [1][10] - The launch of Premiere Mobile in Q4 FY2025 enhances Adobe's position in AI video editing, supported by partnerships with Google and YouTube [2] - A strategic partnership with Runaway allows Adobe to integrate advanced video technology into its offerings, making Runaway's latest models available to Adobe clients [3] Financial Performance - Adobe reported annual recurring revenues (ARR) of $25.2 billion for FY2025, reflecting an 11.5% year-over-year growth, with expectations to reach $25.6 billion by the end of FY2026 [4][10] - The Zacks Consensus Estimate for Q1 FY2026 revenues is projected at $6.28 billion, indicating a 9.89% increase from the previous year, while earnings are expected to grow by 15.4% to $5.86 per share [15] Competitive Landscape - Adobe's AI business remains small compared to competitors like Microsoft and Alphabet, which have significantly larger user bases and revenue streams from AI services [5][6][7] - Microsoft has 900 million monthly active users of AI features, while Alphabet's AI Mode has over 75 million daily active users [6][7] Stock Performance and Valuation - Adobe's stock has declined by 21.6% over the past year, underperforming the broader Zacks Computer and Technology sector, which returned 22.9% [8] - The stock is currently trading at a premium, with a trailing price/book ratio of 12.71 compared to the sector's 10.76 [12]

Core Viewpoint - The article discusses the continued potential for growth in AI-powered stocks, highlighting three companies with significant upside for 2026, despite the overall market showing high valuations after strong performance in previous years [2][3]. Group 1: Adobe - Adobe's stock has faced challenges due to concerns about AI's impact on its core products, yet it has shown solid operating results with steady revenue growth driven by customer acquisition and pricing strategies [5][9]. - The company has successfully launched Adobe Express, contributing to a growing user base of over 70 million across its freemium offerings, with a 15% increase in monthly active users (MAU) last quarter [6][7]. - Analysts from Jefferies and DA Davidson have set a price target of $500 for Adobe, indicating a potential upside of 41% from its current price, supported by strong operating results and a forward P/E ratio below 15 [9]. Group 2: Atlassian - Atlassian focuses on enterprise software for project planning and collaboration, serving over 300,000 customers and millions of MAUs, with a successful migration to a cloud-based platform [10][11]. - The company reported a 26% increase in cloud revenue last quarter and a 42% rise in remaining performance obligations, indicating strong growth potential [11]. - Bernstein analyst Peter Weed has set a price target of $304 for Atlassian, suggesting an 85% upside, driven by rapid top-line growth and potential margin expansion [14]. Group 3: Marvell Technology - Marvell Technology specializes in networking chips and custom AI accelerators, collaborating with major companies like Microsoft and Amazon [15]. - Despite recent concerns about competition from Broadcom, Marvell's CEO noted that it has not lost business from key clients, and the company is expected to continue growing in the custom AI accelerator market [18]. - Evercore ISI analyst Mark Lipacis raised Marvell's price target to $156, indicating an 88% upside, supported by strategic acquisitions and a strong position in custom AI solutions [19].

Chad GPT is quickly becoming the de facto internet. More and more of the functionality from apps that you know and love is ending up in Chad GPT natively. Just a few months ago at OpenAI's dev day, they launched apps for Chad GPT.That means native feeling applications directly in Chad GPT. And best of all, you can prompt them with natural language. And now one of the biggest names in professional applications is offering their biggest products directly in Chad GPT.and that is Adobe, Photoshop, Express, and ...

Core Insights - Figma is heavily investing in AI integration to enhance its product suite, including collaborations with OpenAI and the introduction of new AI-driven features [1][2][11] Group 1: AI Integration and Product Development - Figma has integrated Gemini 3 Pro and Nano Banana Pro into its design workflows, significantly advancing its AI image generation and editing capabilities [1] - The collaboration with ChatGPT allows users to generate FigJam diagrams directly from conversations, enhancing user experience [2] - Figma acquired Weavy to provide users with access to leading AI models and editing tools on a single platform, increasing its competitive edge in the image editing market [3] Group 2: Customer Growth and Financial Performance - As of September 30, 2025, Figma had 12,910 paid customers with over $10,000 in annual recurring revenues (ARR) and 1,262 customers with over $100,000 in ARR [4] - The company achieved a net dollar retention rate of 131% for customers spending $10,000 or more annually in Q3 2025, with a total of 540,000 paid customers [5][11] - Approximately 30% of high-value customers were using Figma Make weekly by the end of September 2025, indicating strong product adoption [5] Group 3: Competitive Landscape - Figma differentiates itself as a real-time UI/UX collaboration tool, competing with Adobe and Atlassian in the visual editing and planning spaces [6] - Adobe is expanding its client base with AI-infused features, expecting double-digit ARR growth in fiscal 2026 [7] - Atlassian's generative AI features are rapidly gaining traction, with over 3.5 million monthly active users, marking a 50% increase [8] Group 4: Stock Performance and Valuation - Figma shares have declined by 35.9% over the past three months, compared to a 13.4% decline in the Zacks Internet - Software industry [9] - The stock is trading at a forward 12-month Price/Sales ratio of 11.45X, significantly higher than the industry average of 4.81X, indicating a premium valuation [12] - The consensus earnings estimate for 2025 is 41 cents per share, reflecting a 110.96% increase from the reported figure of 2024 [13]

Group 1: Market Performance - Nvidia, the top performer, closed down 1.53% with a trading volume of $31.835 billion, amid concerns over the speed at which tech companies can realize returns from AI investments [1][10] - Tesla saw a decline of 1.01%, with a trading volume of $24.452 billion, as investors reacted positively to news of a potential IPO for SpaceX, which could raise at least $25 billion [1][10] - Oracle's stock dropped 10.83% with a trading volume of $19.384 billion, following a disappointing earnings report and an increase in capital expenditure expectations for FY2026 to $50 billion [1][10] Group 2: Company-Specific Developments - Oracle's credit risk indicators reached a 16-year high, raising doubts about its ability to quickly profit from significant AI investments [2][11] - The cost of Oracle's five-year credit default swaps rose to approximately 1.41%, the highest level since April 2009, indicating declining investor confidence in the company's credit quality [2][11] - Oracle's bond spread for its 2055 maturity bonds widened by 20 basis points to 196 basis points, reflecting increased market concerns [3][12] Group 3: Competitive Landscape - Google (Alphabet) shares fell 2.43% with a trading volume of $12.342 billion, facing potential EU fines for favoring its own services [3][12] - OpenAI announced a new AI model, GPT-5.2, which aims to enhance performance in programming and various tasks, following the release of Google's Gemini 3 [3][12] - Palantir's stock decreased by 0.20% with a trading volume of $6.624 billion, as the U.S. Navy announced a partnership to invest up to $448 million in AI technology applications [3][12] Group 4: Other Notable Companies - Robinhood's shares fell 9.05% with a trading volume of $5.476 billion, despite Goldman Sachs issuing a "buy" rating with a target price of $167 [3][12] - Micron's stock declined by 1.99% with a trading volume of $4.425 billion, as the company announced it would exit the consumer storage brand Crucial by March 2026 [4][13] - Visa's stock rose 6.11% with a trading volume of $4.422 billion, as Bank of America upgraded its rating from neutral to buy [4][14]

Core Insights - Adobe's stock rose by 2.8%, reaching $352.71 following the announcement of its Q4 FY2025 earnings, which showed a record revenue of $6.19 billion, a 10% year-over-year increase, surpassing analyst expectations of $6.11 billion [1] - The adjusted earnings per share were reported at $5.50, exceeding the forecast of $5.39 [1] Revenue Breakdown - The Digital Media segment experienced an 11% year-over-year revenue growth, totaling $4.62 billion, with an annual recurring revenue (ARR) of $19.2 billion [1] - The Digital Experience segment saw a 9% year-over-year revenue increase, amounting to $1.52 billion [1] Strategic Developments - OpenAI is integrating more third-party applications into ChatGPT, allowing users to directly access Adobe's creative tools, including Photoshop, Adobe Express, and Acrobat within the chat interface [1]