Adobe Inc.
"Launched the AI-powered 'Acrobat AI Assistant' to synthesize and analyze documents."
Business LinesCreative Cloud
Key Metrics
Creative Cloud ARR, Subscription Growth
Growth Driver
Firefly AI & Content Creation Demand
Advantage
Industry standard, strong brand
Use Case Solved
Content creation for creative professionals
Market Position
#1 in Creative Software
Quantified Position
90%+ of creative pros use Photoshop
Document Cloud
Key Metrics
Document Cloud Revenue, Acrobat Users
Growth Driver
Digital transformation of documents
Advantage
Dominant PDF format, large install base
Use Case Solved
PDF creation, editing, and e-signatures
Market Position
Leader in digital documents
Quantified Position
Trillions of PDFs opened annually
Experience Cloud
Key Metrics
Experience Cloud Subscription Revenue
Growth Driver
Enterprise customer experience management
Advantage
Integrated suite of marketing tools
Use Case Solved
Marketing automation, analytics, and commerce
Market Position
Leader in Customer Experience Management
Quantified Position
Serves majority of Fortune 100 companies
Fcf Yield Pct
2.7
Next Year Revenue Growth Pct
11
Subscription Revenue Pct
>90%
Marketing And Sales Pct
~25-30%
Capex Pct
<5%
Single Point Of Failure
Failure to integrate AI into its creative suite.
Insider Ownership Pct
0.20%
Gross Margin Pct T T M
89.10%