Bloomberg Businessweek AI Features Paying Dividends as Adobe Gives Strong Outlook
Sep 16, 2025
Anil Chakravarthy, President of Adobe's Digital Experience Business, shares insights into the company’s impressive earnings and its innovative use of AI. He discusses Adobe's robust revenue forecasts, projecting up to $6.13 billion, fueled by their advanced AI features in products like Photoshop. Anil highlights the importance of AI in transforming creative industries while addressing concerns of job displacement. He emphasizes a future where human creativity collaborates with AI to enhance content creation, marking a new era in digital business.
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AI As The Next Platform Shift
- Adobe views AI as a transformational platform shift comparable to the move from on‑prem to SaaS.
- The company is embedding AI across ubiquitous products like Photoshop and Acrobat to capture that shift.
Measuring AI Revenue Progress
- Adobe reports two AI revenue metrics: AI‑influenced ARR and AI‑first ARR to measure monetization.
- They exceeded their AI‑first ARR target of $250M a quarter early, signaling early monetization gains.
Creativity Still Needs Humans
- AI will amplify creative work but won’t replace the need for human creativity to stand out.
- Adobe sees standout content as the combination of human creativity plus AI capabilities.