Adobe Expert Insight Interview (No Paywall)

Adobe Executive on Innovation, Transformation, and AI Fears

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Adobe is down over -65% from peak.

But profits are at an all-time high and are growing +12% y/y.

Over the last twelve months, Adobe has generated $24.5bn in revenues, up from ~$13bn in 2020, a 13% CAGR, while expanding operating margins 400bps to 37%. With ~$9bn in EBIT, they are currently trading at 11x earnings with an EV of $98bn.

Adobe has executed quarter after quarter, but investors are concerned that AI is hanging over them like a damocles sword.

How big of a threat is AI really to Adobe though? Couldn’t it actually be a beneficiary?

To find out, we are going to talk to the Former Head of Data Science & Analytics at Adobe. He is intimately familar the companies AI products and helped build them.

We will cover:

• How does AI change the competitve landscape?

• Will the AI model companies become competitors?

• Does AI change the threat of someone like Salesforce moving more into creative work?

• What do customers value most when buying Adobe?

• Is AI going to become commoditized?

These are critical topics an investor needs to understand in order to gauge the risk/ reward of an investment.

You can sign-up for this conversation for free in the link below!

The webinar will be on May 5th at 12pm EST/ 9am PST. If you miss this time, you can always watch it later after you sign-up.

Sign Up Here

And for more on ADBE, check out this breakdown on them here.

Thank you again to AlphaSense for making this happen!

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