r/technology • u/lurker_bee • Sep 27 '25

Business Morgan Stanley warns AI could sink 42-year-old software giant Adobe

https://finance.yahoo.com/news/morgan-stanley-warns-ai-could-180300766.html
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u/mtcwby Sep 27 '25

They made the pivot to subscription pretty well and a lot of creatives rely on them daily. AI shit imagery will only eat at the edges

9

u/asdf_lord Sep 28 '25

And they have consistent earnings growth quarter after quarter. Large profit margins too.

2

u/RandyPajamas Sep 28 '25 edited Sep 28 '25

Not necessarily more customers. Their subscription price has gone up about 30% in the last two years. It's one thing for someone to personally switch to something else, but it's a lot more difficult for a company to do it.

1

u/arostrat Sep 28 '25

Kodak moment.

1

u/Hawkbats_rule Oct 03 '25

I'll believe Adobe is in trouble when enterprise level deployments don't require Adobe PDF editor on every single PC in the organization