1Mês·

Moat from Adobe?

What do you currently think of $ADBE (+2,21%) 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.

4 Comentários

C(r)ashBurner@Lumimyrsky

1Mês

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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TheMaverick@TheMaverick

1Mês

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

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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