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@DamnRay 4 weeks ago

Adobe has a big test now

Adobe has a big test now

just reported earnings, and the stock has been under pressure heading into the results. Everyone was looking for around $6.08 EPS and $6.69 billion revenue. I'm kinda curious to see if AI monetization had any benefit for them. What do you think?

@JacobFosterr 4 weeks ago

The AI monetization story looks real, but investors clearly want to see it translate into faster growth, ADBE beat estimates, yet the stock reaction shows expectations are still high.

@ClaireH27 4 weeks ago

The AI revenue is starting to look more tangible, but with expectations this high, investors need to see it accelerate the overall growth story, not just support the existing business