Flowvium
Retour à l'explorateur

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.

Partager:
⇄ Compare

Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($21.5B)

Données statiques (chargement des finances en temps réel…)

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

Composition des segments et principaux clients

Détails du produit

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

Relations dans la chaîne d'approvisionnement

Partenaires

Microsoft Corporation

Azure hosting, Office integration

Impact: Medium — cloud and productivity partner

googl

Chrome PDF integration, ad analytics

Impact: Low-medium partnership

Concurrents

Salesforce, Inc.

Marketing automation platforms

Impact: Competes in digital experience

Contexte macro et de marché

IT / 소프트웨어Actualités du secteur

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

Prochains catalyseurs

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

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
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↑

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Adobe Inc. par intelligence artificielle.

Informations sur l'entreprise

Siège social

San Jose, California, USA

Fondée en

1982

Effectifs

30,000+

Site web

adobe.com

Aperçu du secteur — IT / 소프트웨어

Actualités du secteur

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

Thèmes clés

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

Prochains catalyseurs

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