S16E23: Adobe Business Breakdown: Can the Creative Giant Keep Its Edge in the AI Era?

Feb 19, 2025

Adobe's innovative business model secures its position in the creative software market, yet the rise of AI poses new challenges. The discussion highlights how subscriptions drive revenue and the potential of the Experience Cloud. As AI transforms the landscape, Adobe must adapt quickly to fend off competitors like Canva. The speakers analyze Adobe’s user engagement strategies and the appeal of its product suite, emphasizing the importance of customer loyalty and cost management in maintaining dominance.

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Intro

00:00 • 4min

Unpacking Adobe's Business Model

03:55 • 7min

Navigating Adobe's Competitive Landscape in the AI Era

10:50 • 4min

Analyzing Adobe's Competitive Strategy

15:15 • 10min

Understanding Adobe's Product Appeal and Customer Motivation

25:37 • 2min