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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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($21.5B)

Datos estáticos (cargando finanzas en tiempo real…)

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

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Socios

Microsoft Corporation

Azure hosting, Office integration

Impacto: Medium — cloud and productivity partner

googl

Chrome PDF integration, ad analytics

Impacto: Low-medium partnership

Competidores

Salesforce, Inc.

Marketing automation platforms

Impacto: Competes in digital experience

Contexto macro y de mercado

IT / 소프트웨어Noticias del sector

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

Próximos catalizadores

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

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
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↑

Últimas noticias

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Información de la Empresa

Sede Central

San Jose, California, USA

Fundación

1982

Empleados

30,000+

Sitio Web

adobe.com

Estado del sector — IT / 소프트웨어

Noticias del sector

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

Temas clave

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

Próximos catalizadores

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