Adobe
includes Adobe Acrobat
13 statements across 1 episodes · 3 bullish · 3 bearish · 1 people on the record · first statement Feb 28, 2025 by Shantanu Narayen · across every show →
Everything said about Adobe, oldest first
Feb 28, 2025 positive
Narayen: AI models are operating systems that applications must support agnostically
“All these models are going to be a different form of platforms, and so, great. We should embrace that because, you know, you have to go to where people are, right? And so, I, at least I think of some of these models similar to how I've thought of operating sys…”
Feb 28, 2025 positive
Feb 28, 2025
Narayen: Adobe Uses Live Software Usage Data to Settle Feature Debates
“Today, it's just the opposite. People are like, hey, here are some ideas. Either engage with your community, or even better, put it into the software, market it, and see what gets used. So we're going to continue to invest in that. And, you know, those, ironic…”
Feb 28, 2025 negative
Narayen: The 2009 recession caused sharp revenue drops and layoffs at Adobe
“When the recession of 2009 hit We were a considered purchase, and so given we were a considered purchase, and potentially a discretionary purchase the revenue dropped quite precipitously, and when the revenue drops in a company that is software, which, as you …”
Feb 28, 2025
Narayen: Adobe manages subscription lifecycles using a five-stage data-driven model
“So at the same time that we created this new model, we actually instituted within the company what we call a data-driven operating model. And the data-driven operating model talks about discover, Buy, discover, trial, buy, use, and renew. And it speaks to the …”
Feb 28, 2025 negative
Feb 28, 2025 neutral
Narayen: Shifting Adobe to the cloud was easier strategically than executionally
“The strategic decision to move to the cloud and the financial model in retrospect That may have actually been the easy one. Executing on it, because in parallel, we actually allowed people to buy the perpetual version or the subscription business. We had to tr…”
Feb 28, 2025 bullish
Narayen: AI will create far more jobs than it disrupts
“I think the reality with all technology, all automation is, you know, I, it introduces way more jobs, and it disrupts some, and I don't think AI will be you know, that different, and a lot of the, you know, automation or menial things that people do, it'll for…”
Feb 28, 2025 neutral
Feb 28, 2025 neutral
Narayen outlines Adobe's multi-phase roadmap for document AI
“PDF, we just recently introduced AI assistant for PDF or Acrobat. You can have a conversational interface now with a PDF. The next step clearly is how do you do it across all of the documents, whether they be on your desktop or whether they be in the knowledge…”
Feb 28, 2025
Narayen: Every leader has three essential duties: vision, team, and execution cadence
“Most leaders, and it doesn't matter at what level you're providing leadership you know, you have three things that you have to do. You have to create a vision. You know, and if you're a first line manager, you're creating a vision for the group. If you're a CE…”
Feb 28, 2025 neutral