Adobe: Buy Its Pullback, Moat Remains Unchallenged
Summary: ADBE’s strategic shift from one-time perpetual license to a subscription-based business model in 2011
Summary: ADBE’s strategic shift from one-time perpetual license to a subscription-based business model in 2011
Summary: Adobe’s revenue and earnings outlook shows AI is causing problems. The Adobe Summit presentation
Summary: Adobe’s Experience Cloud is becoming increasingly relevant and important for the company, particularly in
Summary: Adobe’s strong brand and comprehensive software suite are attractive, but pricing and competition raise
Summary: Just as the early experiments with text-based GenAI tools are quickly evolving from interesting
Summary: Adobe had an impressive Q1 performance, beating revenue and EPS estimates, but stock stumbled
Summary: Adobe has fallen into the commodity status of AI products, facing the same pitfalls
Summary: Adobe’s stock price dropped after OpenAI released Sora, a new AI that creates high-quality
Summary: Adobe reported a strong start to FY24 paired with a modest forecast that drove
Summary: Adobe shares dropped by over 13% after their earnings announcement, but I remain optimistic