Tech Disruptors Adobe CFO - Why AI Will Accelerate Creative Cloud
71 snips
Oct 17, 2025 
Dan Durn, Adobe's Chief Financial Officer, shares insights on how the company navigates major tech shifts. He discusses Adobe's impressive history of adapting, highlighting their AI strategies and how generative AI enhances workflows. Durn sheds light on monetization tactics, including generative credits, and how their freemium models drive engagement. He also covers customer adoption rates, emphasizing the importance of content volume and competitive positioning against rivals like Figma and Canva. Overall, it’s a deep dive into Adobe's innovative approach in the AI landscape.
AI Snips
Chapters
Transcript
Episode notes
Generative AI Is A New Inflection
- Adobe views generative AI as a major inflection similar to past technology shifts the company has navigated.
- Dan Durn says Adobe is well positioned to win by reinvention and deep customer understanding.
Read Revenue By Customer, Not Just Product
- Adobe reclassified revenue by two customer groups to show cross-cloud workflows and product intersections.
- Dan Durn advises investors to focus on how Adobe solves customers' highest-value problems across clouds, not just product buckets.
AI Adoption Is Broad And Pervasive
- Adoption of generative AI at Adobe is pervasive across customer segments and products.
- Adobe reports over 700 million monthly active users and 25% year-over-year growth in that base.