The Q3 earnings season will take the spotlight when the big banks start reporting their quarterly results from October 11th onwards. However, we count the ‘official’ start of the Q3 reporting cycle much earlier, when companies with fiscal quarters ending in August come out with quarterly results.The results in recent days from Oracle (ORCL) and Adobe (ADBE) fall in this category and, therefore, get counted as part of the overall 2024 Q3 earnings season tally. Of these two, the Oracle report was really impre ...

文章核心观点 - Adobe的Firefly服务处于AI驱动创新的前沿,已经达到了120亿次生成的重要里程碑 [1] - Adobe专注于增强其创意云和文档云平台,展示了其AI技术如何重塑内容创作和文档工作流程,提高效率和创造力 [1][2] - Adobe的客户导向型AI方法在数据、模型和界面方面具有高度差异化,旨在为客户提供商业安全的解决方案 [1][2] - Adobe推出了用于图像、矢量和设计的Firefly模型,并预览了新的Firefly视频模型 [1][2] 关键要点总结 1. Adobe Firefly服务的发展 - Adobe Firefly服务已经达到了120亿次生成的重要里程碑,展示了公司在AI技术方面的领先地位 [1] - Firefly驱动的功能帮助用户提高创造力和生产力,如Photoshop、Illustrator、Lightroom和Premiere Pro [2] - Adobe Express提供了一个简化、多功能的内容创作平台,帮助数百万人释放创造力 [2] - Acrobat的AI助手提升了从PDF文档中提取价值的能力,Adobe Experience Platform的AI助手帮助品牌自动化工作流程 [2] - Adobe GenStudio将内容和数据结合,实现快速创意表达与企业级个性化,满足大规模需求 [2] 2. Adobe在AI技术应用方面的创新 - PDF已经成为无结构数据存储的事实标准,Acrobat和Reader中的AI助手改变了人们与这些文档互动和提取价值的方式 [3] - Adobe集成了Firefly图像生成到编辑PDF工作流中,优化了Acrobat中的AI助手生成适用于演示文稿、电子邮件等的内容 [4] - 公司正在为更丰富的内容创作奠定基础,包括生成Adobe Express项目 [4] - 泰塔咨询服务公司利用Adobe Premiere Pro转录会议视频,并使用Acrobat中的AI助手快速生成会议纪要 [4][5] 3. Adobe在AI商业化方面的策略 - 当消费者使用Adobe的生成功能时,他们的保留率更高,转化率也更好 [6] - 公司目前的商业化模式是基于生成积分,随着新功能的集成,积分消耗量不断上升 [6] - 公司正在密切关注生成积分经济的发展,并考虑适时实施上限,同时也在探索其他替代性商业模式 [6] - 公司认识到深度参与商业化的机会,但目前仍以推广使用为主要指导 [6]

Key TakeawaysAdobe shares tumbled Friday amid concerns about the software maker's weaker-than-expected outlook.However, analysts were bullish on the stock, saying the company's projection was likely conservative, expecting it could benefit from artificial intelligence.They suggested subscription upgrades to access Firefly, Adobe's family of generative AI models, will be a key metric to watch. Adobe (ADBE) shares plunged nearly 9% Friday amid concerns about its weaker-than-expected outlook, but analysts were ...

Key TakeawaysThe S&P 500 advanced 0.5% on Friday, Sept. 13, 2024, amid growing expectations of a steeper rate cut by the Federal Reserve next week. Shares of online retailer Etsy jumped as the Biden administration proposed new rules to limit tariff exemptions that often benefit Chinese e-commerce companies.Adobe shares tumbled after the software giant issued a weaker-than-expected sales forecast for the current quarter. Major U.S. equities indexes climbed Friday to wrap up a week of gains as recent data on ...

Adobe Inc. (ADBE) released third-quarter fiscal 2024 non-GAAP earnings of $4.65 per share, beating the Zacks Consensus Estimate by 2.65%. The figure improved 13.7% on a year-over-year basis.Total revenues were $5.41 billion, which beat the Zacks Consensus Estimate of $5.37 billion. The figure rose 11% both on a reported and a constant-currency basis from the year-ago quarter.Top-line growth was driven by the strong performances of Adobe Creative Cloud, Document Cloud and Experience Cloud. Accelerating subsc ...

Weak guidance raised questions about the software company's competitiveness in the current AI-centric environment.After the closing bell Thursday, Adobe (ADBE -9.21%) reported results for its fiscal third quarter that topped analysts' expectations. Despite that, shares of business software company were trading more than 9% lower early Friday afternoon, and it appears that the company's disappointing guidance for the quarter currently underway was the key driver of the sell-off.Unexpected headwinds blowingI ...

Adobe TodayADBEAdobe$534.26 -52.29 (-8.91%) 52-Week Range$433.97▼$638.25P/E Ratio48.00Price Target$606.86Add to WatchlistInvestors needn’t worry about Adobe’s NASDAQ: ADBE near-term price action because of the longer-term value gains derived from its quality. Adobe investors should instead focus on the bullish longer-term price action. The chart of monthly prices shows this leading SaaS provider that monetizes AI today is in a solid uptrend. The uptrend is marked by high volatility in 2020-2022, resulting f ...

wwing I published my 'Strong Buy' thesis on Adobe Inc. (NASDAQ:ADBE) in June 2024, highlighting their strong AI positions in Firefly. Adobe released a strong Q3 result on September 12th after the bell, while they guided a weak growth in net new digital media annual recurring revenue (ARR) for Q4. Adobe is set to release their Firefly Video Model later this year, enabling creators to generate video powered by AI. I continue to believe Adobe's digital media and digital experience will remain relevant in the A ...

Adobe CEO Shantanu Narayen speaks during an interview with CNBC on the floor at the New York Stock Exchange in New York City, Feb. 20, 2024.Shares of Adobe fell more than 9% on Friday, a day after the company released third-quarter results that offered worse-than-expected guidance for the fourth quarter.Adobe reported $5.41 billion in revenue for the quarter, up 11% year-over-year and above the $5.37 billion expected by analysts according to LSEG. The company's net income for the period was $1.68 billion, o ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...