EXCLUSIVE: Adobe is introducing Project Frame Forward, an AI-powered system designed to improve the process of editing video. The setup will be unveiled Wednesday evening during the company’s annual Max Creativity Conference, a multi-day event in Los Angeles attended by more than 10,000 people. The new offering is being featured as part of Adobe Max Sneaks, which highlights innovations from the company’s research and engineering teams. The Sneaks component of Max is designed to help the company connect wit ...

Joining us now Adobe chair and co Shantu Nayan. Shantu it's great to have you on the show. Haven't seen you in a little bit.Terrific. >> Thanks for having me Jim. >> Okay so let's talk about uh the opening of the Adobe system.I could say that the integration where I now if I want to use Adobe say and Google it's simple which would to me bring in a whole new group of of uh of users. Well, I think what was incredible uh Jim about Max was the amount of innovation that Adobe uh showcased. Uh when you think abou ...

活动概述 - 本次活动为Adobe MAX 2025投资者会议 [1] - 会议展示了公司在创新方面的众多成果 [1] - 公司高管团队及多位董事会成员出席了会议 [2] 会议安排 - 会议首先由Shantanu介绍公司战略 [4] - 随后将由David进行分享 [4] - 演示文稿等资料已发布在投资者关系网站上 [4]

Adobe (NasdaqGS:ADBE) Conference October 28, 2025 04:30 PM ET Company ParticipantsDan Durn - CFODoug Clark - VP of Investor RelationsAnil Chakravarthy - President of Digital ExperienceShantanu Narayen - CEODavid Wadhwani - President of Digital MediaConference Call ParticipantsNone - Analyst 4Keith Bachman - AnalystNone - Analyst 2Michael Turrin - AnalystMark Murphy - AnalystNone - Analyst 1None - Analyst 3Doug ClarkWelcome, everyone. Thank you all for joining. This is the Investor Session at Adobe Max 2025. ...

October 2025 Welcome Doug Clark MAX Investor Q&A Session Safe harbor statements and disclaimer In addition to historical information, this presentation and accompanying oral commentary (the "Materials") contains "forward-looking statements" within the meaning of applicable securities law, including statements related to our product development plans and new or enhanced offerings; our business, strategy, artificial intelligence ("AI") and innovation momentum; our market and AI opportunity and future growth; ...

Oct 28, 2025 12:00 PM Eastern Daylight Time Adobe and Google Cloud Expand Strategic Partnership to Advance the Future of Creative AI Access to Google's AI models in Adobe's apps: Adobe customers will gain access to Google's latest AI models within Adobe's creative apps, including Firefly, Express, Photoshop, Premiere and more, as well as through GenStudio – to generate richer images, higher-quality video and more, with precision and control. This extends Adobe's partner model strategy, giving creators, crea ...

合作概述 - Adobe与谷歌云宣布扩大战略合作伙伴关系，共同开发下一代AI驱动的创意技术[1] - 合作将Adobe数十年的创意专业知识与谷歌的先进AI模型（包括Gemini、Veo和Imagen）相结合[1] - 此次合作旨在变革全球的创作方式，迎来创意表达的新时代[1][4] 合作内容与客户价值 - Adobe客户（包括商业专业人士、创作者、创意专业人士和企业）将能在Adobe应用程序中直接使用谷歌的最新AI模型[2] - 集成的应用程序包括Adobe Firefly、Photoshop、Adobe Express、Premiere等[2][5] - 企业客户可通过Adobe GenStudio访问模型，未来可通过Adobe Firefly Foundry定制和部署品牌专属AI模型，以大规模生成符合品牌形象的内容[2][4][5] - 企业客户将能在谷歌云的Vertex AI平台上使用谷歌AI模型，并通过Adobe Firefly Foundry应用其专有数据进行定制，生成大规模的高质量品牌内容体验[5] - 谷歌Vertex AI上的模型提供强有力的数据承诺，确保客户数据不会被用于训练其基础模型[5] 市场与创新策略 - Adobe与谷歌云将共同制定联合上市策略，通过协调的上市活动向全球客户推广这些AI创新[5] - 两家公司将继续作为创新合作伙伴进行协作[5] - 此次合作扩展了Adobe的合作伙伴模型策略，为用户提供在Adobe可信创意生态内使用行业顶级AI模型的灵活性和选择[5]

该公司还宣布允许用户在 Photoshop 等旗舰应用程序中调用 OpenAI、谷歌及 ElevenLabs 等第三方模 型。纳拉延指出客户多将第三方模型用于创意构思环节而非最终成品输出，并强调 Adobe 将持续投入 自主模型研发。 Adobe首席执行官山塔努 纳拉延表示，由于华尔街过分关注芯片和 AI 训练基础设施，该公司正被市场 低估。 纳拉延在该公司年度产品发布会前夕接受采访时表示：" 当前市场对整个软件行业都存在误解，我认为 当我们审视自身的盈利能力和增长前景时，这种误判尤为明显。" 他补充说，市场焦点终将转向应用程 序内的人工智能交付领域，而这正是 Adobe 的优势所在。 作为创意软件领域的领军企业，Adobe 今年市值蒸发约 20%，因投资者担忧其竞争对手 (如 Canva 公司) 能更有效地利用 AI 技术进步。赛富时等其他商业软件开发商同样面临 AI 原生初创公司带来的行业颠 覆压力。 Adobe 今年股价下跌约 20% 纳拉延及其他高管本周将在洛杉矶举行的年度大会上论证 Adobe 仍是创意软件的中流砥柱。周二， Adobe 发布了新一代图像生成模型 Firefly 更新版本，该模型通过 ...

Adobe (ADBE) stock warrants your attention. Why? Because it offers thick margins at a reduced price. Here are some statistics.Revenue Growth: Adobe experienced growth of 10.7% LTM and 10.5% on average over the last three years.Recent Profitability: Approximately 42.2% operating cash flow margin and 36.2% operating margin LTM.Long-Term Profitability: Roughly 39.0% operating cash flow margin and 35.4% operating margin over the last three years on average.Available At A Discount: Priced at a P/S multiple of ...

和讯财经 和而不同 迅达天下 【10月28日Adobe高管称公司被低估，今年市值已跌约20%】10月28日，Adobe山塔努·纳拉扬称，华尔 街聚焦芯片和AI训练基础设施，Adobe正被低估。他表示，人们对软件整体存在误解，若考虑公司盈利 能力和增长前景便会发现。 纳拉扬还指出，最终市场焦点会转向应用程序内人工智能交付，这正是 Adobe蓬勃发展的领域。 作为领先创意软件制造商，Adobe今年市值已下跌约20%，因投资者担忧其竞 争对手Canva更有效驾驭人工智能技术进步。其他企业应用软件公司如Salesforce也面临AI原生初创企业 类似冲击。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【10月28日Adobe高管称公司被低估,今年市值已 跌约20%】 10月28日,Adobe山塔努 · 纳拉扬称, 华尔街聚焦芯片和Al训练基础设施,Adobe正被低 估。他表示,人们对软件整体存在误解,若考虑公 司盈利能力和增长前景便会发现。 纳拉扬还指出, 最终市场焦点会转向应用程序内人工智能交付,这 正是Adobe蓬勃发展的领域。作为领先创意软件制 造商,Adobe今年市值已下跌约20%,因投资者 ...