1Anno·

Moat from Adobe?

What do you currently think of $ADBE (+2,86%) I think the company is actually very attractive and is also back in a stabilization zone. I look forward to hearing your opinions on the company.

5 Commenti

Cash B.@Lumimyrsky

1Anno

It's difficult to say whether AI will take a larger share of the market or whether Adobe will always be one step ahead here

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Max Z.@max233

1Anno

@Lumimyrsky I absolutely understand that, there was this problem, but also 2023, where the shares are currently around again, I think this is a good entry point and will also open a position here at 348 and add again at 315, the next support.

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TheMaverick@TheMaverick

1Anno

I wrote an article few months ago about my bearish view on Adobe.
However now at only 18 of Forward PE, 10% revenue growth and a gross margin of 89% it looks interesting.
Are u buying?

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JB G.@Jibe74

1Anno

As far as I’m concerned, I think the GAFAM companies will be the big winners in AI, and especially Adobe. I’ve been using the Creative Suite professionally for 10 years and its moat is incomparable. DALL-E and Midjourney are great for having fun generating generic illustrations and for helping beginner creatives, but when it comes to a professional project, you have no choice but to use Adobe. AI will mainly make creatives much more productive, and as a result, it will reduce staff numbers in creative agencies but don't worry about Adobe licence sales...

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Echsenkönig A.@Bezehgombjuderstimme

2Mes

I can only speak from the perspective of a hobby photographer when it comes to Adobe. I've long been fed up with the compulsory subscription plus rising costs. The last time I bought something was via Turkey and now I've canceled it completely because even that has increased massively in price. I am currently testing several programs that can be purchased as a one-off purchase and therefore see no reason to look back, at least for me. Are the other products just as good overall? No, but they do some things better and I can live with slight compromises if it only costs me a fraction of the price...

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