Adobe Inc Summit Investor Meeting Transcript - Thomson StreetEvents

Adobe Inc Summit Investor Meeting Transcript

Adobe Inc Summit Investor Meeting Transcript - Thomson StreetEvents
Adobe Inc Summit Investor Meeting Transcript
Published Mar 18, 2025
38 pages (28669 words) — Published Mar 18, 2025
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About This Report

  
Abstract:

Edited Transcript of ADBE.OQ corporate analyst meeting

  
Brief Excerpt:

...Here's Adobe's Q2 targets, as a reminder, and finally, we reaffirmed our full year targets for FY25. Before I hand over to Shantanu, here's a view of the new customer groups disclosure that we also shared last week. This is a good visual to remind you of how we're looking at our business in the new customer groups. Business professionals and consumers comprises of the full Acrobat business for both the Document Cloud and the Creative Cloud as well as Adobe Express. Creative and marketing professionals comprises the remainder of Creative Cloud and the Experience Cloud. You're going to hear a lot more about this today. Okay. Let's get into it. Please join me in welcoming Shantanu up on the stage. Thank you. Shantanu Narayen ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Adobe Inc
Ticker
ADBE.OQ
Time
9:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Jackson Ader - KeyBanc Capital Markets Inc. - Analyst : I am the man with a beard, from KeyBanc Capital Markets. Yeah, Jackson Ader. A couple of questions on AI monetization. Shantanu, I guess, if you think about where we are at $125 million in kind of the stand-alone direct, where -- you started with nothing a year ago or whatever, 15 months ago. Where did you expect the stand-alone AI to be maybe at this point? And then I have a quick follow-up. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 18, 2025 / 9:00PM, ADBE.OQ - Adobe Inc Summit Investor Meeting

Question: Jackson Ader - KeyBanc Capital Markets Inc. - Analyst : And then do you think you see or envision, I guess, a future with more partnerships on third-party models? Could you see a future where Adobe just says, you know what, like Firefly is going to have maybe a more narrow use case, and we're going to expand the AI -- the third-party models and let the third-party AI-specific companies really do a lot of the innovation and Firefly takes kind of a different route.

Table Of Contents

Adobe Inc Q2 2025 Earnings Call Summary – 2025-06-12 – US$ 54.00 – Edited Brief of ADBE.OQ earnings conference call or presentation 12-Jun-25 9:00pm GMT

Adobe Inc Q2 2025 Earnings Call Transcript – 2025-06-12 – US$ 54.00 – Edited Transcript of ADBE.OQ earnings conference call or presentation 12-Jun-25 9:00pm GMT

Adobe Inc Annual Shareholders Meeting Summary – 2025-04-22 – US$ 54.00 – Edited Brief of ADBE.OQ shareholder or annual meeting 22-Apr-25 4:00pm GMT

Adobe Inc Annual Shareholders Meeting Transcript – 2025-04-22 – US$ 54.00 – Edited Transcript of ADBE.OQ shareholder or annual meeting 22-Apr-25 4:00pm GMT

Adobe Inc Summit Investor Meeting Summary – 2025-03-18 – US$ 54.00 – Edited Brief of ADBE.OQ corporate analyst meeting</ 18-Mar-25 9:00pm GMT

Adobe Inc Q1 2025 Earnings Call Summary – 2025-03-12 – US$ 54.00 – Edited Brief of ADBE.OQ earnings conference call or presentation 12-Mar-25 9:00pm GMT

Adobe Inc Q1 2025 Earnings Call Transcript – 2025-03-12 – US$ 54.00 – Edited Transcript of ADBE.OQ earnings conference call or presentation 12-Mar-25 9:00pm GMT

Adobe Inc Q4 2024 Earnings Call Summary – 2024-12-11 – US$ 54.00 – Edited Brief of ADBE.OQ earnings conference call or presentation 11-Dec-24 10:00pm GMT

Adobe Inc Q4 2024 Earnings Call Transcript – 2024-12-11 – US$ 54.00 – Edited Transcript of ADBE.OQ earnings conference call or presentation 11-Dec-24 10:00pm GMT

Adobe Inc MAX 2024 Q&A with Company leadership Summary – 2024-10-14 – US$ 54.00 – Edited Brief of ADBE.OQ corporate analyst meeting</ 14-Oct-24 6:00pm GMT

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MLA:
Thomson StreetEvents. "Adobe Inc Summit Investor Meeting Transcript" Mar 18, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Adobe-Inc-Summit-Investor-Meeting-T16253723>
  
APA:
Thomson StreetEvents. (2025). Adobe Inc Summit Investor Meeting Transcript Mar 18, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Adobe-Inc-Summit-Investor-Meeting-T16253723>
  
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