On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered tools is enough, as Adobe’s stock remains down more than 22% over the past year.

$ADBE

00:00 START

02:32 Adobe's Cloud Services Explained

04:38 Competing in the AI Landscape

08:46 Adobe's Innovation and Market Position

11:11 Customer Trust and IP Protection

13:18 Future Outlook and Market Confidence

16:17 Rapid Fire Questions

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How Adobe Will Compete with Free AI Tools and Protect Users' IP with CFO Dan Durn