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Adobe Inc.

ADBEleader

Adobe is the global leader in creative and document software, with its Creative Cloud suite being the industry standard for graphic design, video editing, and digital content creation.

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Produkte & Umsatz

Umsatzanteil nach Produkt

Umsatzaufschlüsselung ($21.5B)

Statische Daten (Echtzeitfinanzen werden geladen…)

Digital Media (73%)
Digital Experience (24%)
Publishing & Advertising (3%)

Segmentzusammensetzung und Hauptkunden

Produktdetails

Creative Cloud55%

Photoshop, Illustrator, Premiere Pro, and other creative design applications

Document Cloud15%

Acrobat PDF tools and e-signature solutions

Experience Cloud25%

Digital marketing, analytics, and commerce platform

Firefly AI5%

Generative AI tools integrated across the Adobe creative suite

Lieferkettenbeziehungen

Partner

Microsoft Corporation

Azure hosting, Office integration

Auswirkung: Medium — cloud and productivity partner

googl

Chrome PDF integration, ad analytics

Auswirkung: Low-medium partnership

Wettbewerber

Salesforce, Inc.

Marketing automation platforms

Auswirkung: Competes in digital experience

Makro- und Marktkontext

IT / 소프트웨어Sektornachrichten

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Nächste Katalysatoren

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

Institutionelle Signale

InstitutionAktionWertQuartalEinreichungsdatum
BlackRockaccumulating$585M2024.062024-08-13↑
BlackRockaccumulating$254M2024.062024-08-13↑
BlackRockaccumulating$303M2024.062024-08-13↑
BlackRockreducing$28M2024.062024-08-13↓
BlackRockreducing$37M2024.062024-08-13↓
BlackRockaccumulating$546M2024.062024-08-13↑
BlackRockaccumulating$300M2024.062024-08-13↑
BlackRockaccumulating$8.2B2024.062024-08-13↑
BlackRockaccumulating$5.5B2024.062024-08-13↑
BlackRockaccumulating$420M2024.062024-08-13↑
BlackRockaccumulating$757M2024.062024-08-13↑
BlackRockaccumulating$352M2024.062024-08-13↑
BlackRockaccumulating$671M2024.062024-08-13↑
BlackRockreducing$15M2024.062024-08-13↓
BlackRockaccumulating$2.6B2024.062024-08-13↑
BlackRockaccumulating$88M2024.062024-08-13↑
BlackRockaccumulating$100M2024.062024-08-13↑
BlackRockaccumulating$245M2024.062024-08-13↑
BlackRockreducing$49M2024.062024-08-13↓
BlackRockreducing$12M2024.062024-08-13↓
BlackRockreducing$333K2024.062024-08-13↓
BlackRockaccumulating$401M2024.062024-08-13↑
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$333K2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$47M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$278K2024.062024-08-13↓
BlackRockreducing$27M2024.062024-08-13↓
Vanguard Groupaccumulating$13.0B2025.122026-01-29↑
Vanguard Groupaccumulating$320M2025.122026-01-29↑
Vanguard Groupreducing$1M2025.122026-01-29↓
Vanguard Groupaccumulating$70M2025.122026-01-29↑
Vanguard Groupaccumulating$843M2025.122026-01-29↑
Vanguard Groupaccumulating$238M2025.122026-01-29↑
State Streetaccumulating$7.2B2025.122026-02-13↑
Wellington Managementaccumulating$21M2025.122026-02-17↑
Wellington Managementreducing$350K2025.122026-02-17↓
Wellington Managementreducing$5M2025.122026-02-17↓
FMR (Fidelity)accumulating$593M2025.122026-02-17↑
FMR (Fidelity)accumulating$63M2025.122026-02-17↑
FMR (Fidelity)accumulating$305M2025.122026-02-17↑
FMR (Fidelity)accumulating$24M2025.122026-02-17↑
FMR (Fidelity)accumulating$120M2025.122026-02-17↑
FMR (Fidelity)accumulating$10M2025.122026-02-17↑

Aktuelle Nachrichten

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Klicken Sie auf "KI-Analyse abrufen" für eine KI-gestützte Lieferkettenanalyse von Adobe Inc..

Unternehmensinformationen

Hauptsitz

San Jose, California, USA

Gegründet

1982

Mitarbeiter

30,000+

Website

adobe.com

Sektorübersicht — IT / 소프트웨어

Sektornachrichten

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Hauptthemen

  • •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

Nächste Katalysatoren

  • ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • ◆Microsoft Build 컨퍼런스 (2026.05)