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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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製品と売上

製品別売上シェア

売上内訳 ($21.5B)

静的データ（リアルタイム財務ロード中…）

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

セグメント構成と主要顧客

製品詳細

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

サプライチェーン関係

パートナー

Microsoft Corporation

Azure hosting, Office integration

影響: Medium — cloud and productivity partner

googl

Chrome PDF integration, ad analytics

影響: Low-medium partnership

競合他社

Salesforce, Inc.

Marketing automation platforms

影響: Competes in digital experience

マクロ・市場概況

IT / 소프트웨어セクターニュース

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

次の主要イベント

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

機関投資家シグナル

機関アクション価値四半期申告日
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↑

最新ニュース

ニュース読み込み中...

AI分析

Adobe Inc.のAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

San Jose, California, USA

設立

1982

従業員数

30,000+

ウェブサイト

adobe.com

セクター概況 — IT / 소프트웨어

セクターニュース

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

主要テーマ

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

次の主要イベント

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