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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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Produtos e receita

Participação de receita por produto

Composição de receita ($21.5B)

Dados estáticos (carregando finanças em tempo real…)

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

Composição de segmentos e principais clientes

Detalhes do produto

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

Relações da cadeia de suprimentos

Parceiros

Microsoft Corporation

Azure hosting, Office integration

Impacto: Medium — cloud and productivity partner

googl

Chrome PDF integration, ad analytics

Impacto: Low-medium partnership

Concorrentes

Salesforce, Inc.

Marketing automation platforms

Impacto: Competes in digital experience

Contexto macro e de mercado

IT / 소프트웨어Notícias do setor

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 catalisadores

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

Sinais institucionais

InstituiçãoAçãoValorTrimestreData de arquivamento
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↑

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Info da empresa

Sede

San Jose, California, USA

Fundada em

1982

Funcionários

30,000+

Visão geral do setor — IT / 소프트웨어

Notícias do setor

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 principais

  • •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 catalisadores

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