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Adobe Inc.
ADBEleaderAdobe 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.
產品與營收
產品營收佔比
營收結構 ($21.5B)
靜態數據（加載即時財務…）
Digital Media (73%)
Digital Experience (24%)
Publishing & Advertising (3%)
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
合作夥伴
宏觀與市場背景
IT / 소프트웨어行業新聞
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
近期催化劑
◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $585M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $254M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $303M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $37M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $546M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $300M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $8.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $420M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $757M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $352M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $671M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $15M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $88M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $100M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $245M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $49M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $12M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $333K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $401M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $333K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $47M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $278K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $27M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $13.0B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $320M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $1M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $70M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $843M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $238M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $7.2B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $21M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $350K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $5M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $593M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $63M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $305M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $24M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $120M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $10M | 2025.12 | 2026-02-17↑ |
最新新聞
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AI 分析
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企業資訊
行業概況 — IT / 소프트웨어
行業新聞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
核心主題
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
近期催化劑
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)