AdobeADBE
AI software & productivity · NASDAQ · USA
Down 33.5% this year but +18.9% since June 26, ahead of the AI sector at +7.5%. Adobe buys from 1 mapped company.
Supply chain
1 supplierSuppliers 1
About Adobe
Photoshop and the rest of Creative Cloud are default tools in the design trade, now with Firefly generative AI built in. The same technology has also produced rivals that chip away at Adobe's position.
Theme exposure
Products
- Creative Cloud
- Firefly (generative AI)
- Document Cloud & marketing
Competitors
- Canva
- OpenAI (Sora) et al.
- Figma
Risks
- Generative AI lowers entry barriers
- Growth slowdown
Same segment: AI software & productivity
Embeds AI models into the products and workflows we already use. Segment 6 of 8 in the AI & digital infrastructure value chain.
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