Topic

ADBE

A collection of 5 issues

Adobe 2Q'23 Update

Disclosure: I am long shares of Adobe First things first, while as of this writing I do own Adobe shares, I have gradually trimmed half of my Adobe holdings for the last couple of weeks. By the time I will publish my Deep Dive next week, it is likely that

Adobe 1Q'23 Update

Disclosure: I am long shares of Adobe In 2001 and 2002, Adobe's topline went down 3% and 5% respectively. In 2009, revenue went down by 18%! Thanks to shift to subscription and a continued secular momentum in digital content, Adobe will perhaps prove to be a quite resilient business in

Adobe 4Q'22 Update

Disclaimer: I own shares of Adobe Subscribe "It is the golden age of design. Everybody would like to express themselves." Shantanu Narayen, CEO of Adobe While the days of 20%+ topline growth is clearly behind us, Adobe remains the juggernaut in creativity software industry. Digital Media, Digital Experience, and overall

Adobe Update

Disclosure: I own shares of Adobe Adobe just had its Annual Creativity Conference: MAX as well as its Analyst Day. I wanted to write an update based on more data points that were disclosed on the Analyst day. If you are not up to speed on the business, I encourage

Adobe: A Software Giant from the 80s

You can listen to this Deep Dive here John Warnock and Charles “Chuck” Geschke, who met each other while working for Xerox, co-founded Adobe in 1982. John was leading a team at Xerox to build InterPress, a protocol for Xerox printers and became disillusioned as Xerox showed little interest in