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Adobe Inc. (ADBE) Adobe MAX 2024 Investor Q&A with Company Leadership (Transcript)
2024-10-14 23:07
Key Points Industry/Company - **Company**: Adobe Inc. (NASDAQ:ADBE) - **Event**: Adobe MAX 2024 Investor Q&A with Company Leadership - **Date**: October 14, 2024 Core Points and Arguments - **AI Innovation**: Adobe has made significant strides in AI, focusing on data, models, and interfaces. They have integrated AI into various products, including Firefly, Acrobat, and GenStudio. - **Monetization**: Adobe is monetizing AI through subscriptions, add-on offerings, Digital Experience solutions, and new AI-first standalone offerings like Firefly services and custom models. - **Revenue Growth**: Adobe exceeded its fiscal 2024 targets and is confident in delivering another strong quarter. - **MAX Event**: Adobe MAX 2024 showcased the company's commitment to innovation and collaboration, with over 10,000 attendees and 200 sessions. - **Digital Experience**: Adobe Experience Cloud and Creative Cloud are uniquely positioned to bring together content, data, and journeys to deliver personalized experiences at scale. - **GenStudio**: GenStudio for performance marketing is a key initiative that connects the Creative Cloud and Experience Cloud, enabling brands to create and measure the impact of their content. Other Important Points - **ARR Reporting**: Adobe will report ending ARR on an annual basis to provide better visibility into the true underlying longer-term trajectory of the business. - **Product Integrations**: Adobe is integrating AI capabilities throughout its suite of product offerings, leveraging its large user base and cross-product surfaces. - **Go-to-Market Strategy**: Adobe has a diverse and geographically distributed go-to-market strategy, focusing on web and mobile, small businesses, and large enterprises. - **Firefly Video**: Firefly Video is monetized through a subscription model, similar to Acrobat, due to its specialized nature and cost. - **Express**: Adobe Express is gaining traction among solopreneurs, small businesses, education, and enterprises, with partnerships with Box and Wix. References - [1] - [2] - [3] - [4] - [5] - [6] - [7] - [8] - [9] - [10] - [11] - [12] - [13] - [14] - [15] - [16] - [17] - [18] - [19] - [20] - [21] - [22] - [23] - [24] - [25] - [26] - [27] - [28] - [29] - [30] - [31] - [32] - [33] - [34] - [35] - [36] - [37] - [38] - [39] - [40] - [41] - [42] - [43] - [44] - [45] - [46] - [47] - [48] - [49] - [50] - [51] - [52] - [53] - [54] - [55] - [56] - [57] - [58] - [59] - [60] - [61] - [62] - [63] - [64] - [65] - [66] - [67] - [68] - [69] - [70] - [71] - [72] - [73] - [74] - [75] - [76] - [77] - [78] - [79] - [80] - [81] - [82] - [83] - [84] - [85] - [86] - [87] - [88] - [89] - [90] - [91] - [92] - [93] - [94] - [95] - [96] - [97] - [98] - [99] - [100] - [101] - [102] - [103] - [104] - [105] - [106] - [107] - [108] - [109]
Financial Times-11.10.2024
informs· 2024-10-12 03:00
FINANCIAL TIMI | --- | --- | --- | --- | --- | --- ...
Nomura_China What's next II
ray dalio· 2024-10-11 05:44
Global Markets Research Asia Insights 9 October 2024 Economics - Asia ex-Japan China: What's next (II)? While the National Development and Reform Commission (NDRC) press conference on 8 October seemingly disappointed markets, market should know that it is not within the NDRC's mandate to make fiscal stimulus announcements. The corrections in stock markets may not be a bad thing as, in our view, preventing a stock mania and crash is a precondition to successfully jumpstart China's economy. We firmly expect B ...
T2 Biosystems, Inc. (TTOO) Business Update Conference Call Transcript
2024-10-11 00:27
T2 Biosystems, Inc. (NASDAQ:TTOO) Business Update Conference Call October 10, 2024 4:30 PM ET Company Participants Trip Taylor - IR John Sperzel - Chairman and CEO Conference Call Participants Eduardo Martinez - H.C. Wainwright Operator Good day, everyone. And welcome to the T2 Biosystems, Inc. Business Update Call. At this time, all participants have been placed in a listen-only mode. And we will open the floor for your questions and comments after the presentation. It is now my pleasure to turn the floor ...
Hewlett Packard Enterprise Company (HPE) CEO Antonio Neri Hosts HPE AI Day Executive Session (Transcript)
2024-10-10 23:45
Hewlett Packard Enterprise Company (NYSE:HPE) HPE AI Day Executive Session October 10, 2024 1:45 PM ET Company Participants Paul Glaser - Head of Investor Relations Antonio Neri - President & CEO Fidelma Russo - EVP & General Manager, Hybrid Cloud & CTO Neil MacDonald - EVP and GM, Server Shannon Cross - Chief Strategy Officer Conference Call Participants Timothy Long - Barclays Bank Aaron Rakers - Wells Fargo Asiya Merchant - Citigroup Mehdi Hosseini - Susquehanna Meta Marshall - Morgan Stanley Daniel Zhu ...
The Guardian-10.10.2024
Thoughtworks· 2024-10-10 14:40
'Genius' Joe Root breaks England Test run record e 'Hi Lord Big Dave. What's with the peerage Exclusive extract from John Crace's new book ● G2 PM's vow to end austerity needs £25bn of tax rises' Larry Elliott Economics editor Keir Starmer's promise to end aus- terity and rebuild public services will require tax increases of £25bn a year in the coming budget even if debt rules are changed to provide scope for extra investment spending, a leading thinktank has said. In its preview of the first Labour budget ...
The Washington Post-10.10.2024
standard chartered· 2024-10-10 14:40
Prices may vary in areas outside metABCDE ropolitan Washington. SU V1 V2 V3 V4 Democracy Dies in Darkness thursday, october 10, 2024 . Sunny 65/47 • Tomorrow: Sunny 71/51 B6 $3 Records reveal few noncitizen votes in Va. Despite lack of evidence, Youngkin fuels fears and touts purge of voter rolls BY GREGORY S. SCHNEIDER AND LAURA VOZZELLA RICHMOND — Virginia Gov. Glenn Youngkin (R) has been warning that illegal immigration poses a threat to democracy as he campaigns this fall for former president Donald Tru ...
Intrusion Inc. (INTZ) Business Update Conference Call - (Transcript)
2024-10-09 22:22
Intrusion Inc. (NASDAQ:INTZ) Business Update Conference Call October 9, 2024 4:15 PM ET Company Participants Josh Carroll - Investor Relations Tony Scott - President and Chief Executive Officer Kimberly Pinson - Chief Financial Officer Conference Call Participants Scott Buck - H.C. Wainwright Edward Woo - Ascendiant Capital Russell Cleveland - RENN Capital Walter Schenker - MAZ Partners Anthony Medina - Private Investor Operator Welcome to Intrusion Inc.'s Business Update Call and Webcast. At this time, all ...
Pan American Silver Corp. (PAAS) Management presents at John Tumazos Very Independent Research LLC Presentation (Transcript)
2024-10-09 20:01
Pan American Silver Corp. (NYSE:PAAS) John Tumazos Very Independent Research LLC Presentation October 9, 2024 11:00 AM ET Company Participants Ignacio Couturier - CFO Siren Fisekci - VP, IR Conference Call Participants John Tumazos - John Tumazos Very Independent Research John Tumazos We're pleased to host Ignacio Couturier, the Chief Financial Officer, and Siren Fisekci, the VP, Investor Relations from Pan American Silver, the large silver and gold, and maybe a little zinc company too. And without further ...
Rio Tinto Group (RIO) CEO Jakob Stausholm Hosts Acquisition of Arcadium Lithium Conference (Transcript)
2024-10-09 19:20
Rio Tinto Group (NYSE:RIO) Acquisition of Arcadium Lithium Conference October 9, 2024 4:30 AM ET Company Participants Jakob Stausholm - Chief Executive Paul Graves - CEO, Arcadium Lithium Conference Call Participants Liam Fitzpatrick - Deutsche Bank AG Alain Gabriel - Morgan Stanley Kaan Peker - RBC Capital Markets Robert Stein - Macquarie Research Glyn Lawcock - Barrenjoey Markets Pty Limited Ephrem Ravi - Citigroup Inc. Patrick Mann - BofA Securities Richard Hatch - Berenberg Mitch Ryan - Jefferies Operat ...