Stock price is down in the 220's to 250's pushing 52 week lows. Personally I think in 5 years they will be completely irrelevant and in 10 years be something only us old timers remember.
gkinard1952 wrote:
Stock price is down in the 220's to 250's pushing 52 week lows. Personally I think in 5 years they will be completely irrelevant and in 10 years be something only us old timers remember.
Microsoft lost 25% of its stock value in the last 5 months. Is it on its way out?
gkinard1952 wrote:
Stock price is down in the 220's to 250's pushing 52 week lows. Personally I think in 5 years they will be completely irrelevant and in 10 years be something only us old timers remember.
Stock price is down in the 220's to 250's pushing 52 week lows. Personally I think in 5 years they will be completely irrelevant and in 10 years be something only us old timers remember.
gkinard1952 wrote:
Stock price is down in the 220's to 250's pushing 52 week lows. Personally I think in 5 years they will be completely irrelevant and in 10 years be something only us old timers remember.
Adobe's stock is under pressure like all software makers are because of AI. Adobe is actively incorporating AI into its workflow as an additional tool rather than as a replacement in a way that many, like Walter Issacson, think is the future paradigm of AI use in most industries and applications.
Here is what one investment analyst recently wrote about Adobe and its stock price:
Oakmark Fund stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q1 2026 investor letter:
"Adobe Inc. (NASDAQ:ADBE) is a leading cloud software vendor. Its industry-standard creative tools are deeply embedded in professional workflows, and its leading marketing software suite enables enterprises to deliver personalized consumer experiences across multiple channels. Adobe’s earnings multiple has compressed over the last two years, largely driven by investor concerns over potential AI headwinds. We believe Adobe’s AI strategy is sound: it is partnering with leading AI models to complement its own in-house models and enhance the value of its creative software, and it is embedding agentic AI tools across its product portfolio to help improve user productivity. We believe that the company retains durable competitive advantages across multiple growing markets, and that recent skepticism has created an opportunity to invest in this highly profitable and well managed category leader at a meaningful discount to our estimate of intrinsic value."
Despite Adobe’s solid quarterly earnings report Thursday, the company’s long-time CEO Shantanu Narayen announced he will step down, as soon as the company can find a successor. So now where does the software giant go?
Though Narayen, who’s been CEO for 18 years, will remain as board chair, the announcement suggests a hurried or ad hoc process, poorly thought out, perhaps the opposite of the seemingly endless succession derby to replace Disney’s Bob Iger (a second time) that finally concluded last month.
The lack of a clear successor, with their own clearly stated long-term vision for fixing what ails Adobe, will remain an overhang on the company and stock until that huge uncertainty finally ends.
And make no mistake. Adobe faces plenty of uncertainties in a fast-moving AI landscape that has overturned share prices and prospects for many of Silicon Valley’s software giants, even Adobe and Narayen, one of the industry’s most respected leaders.
The stunning, and quickly increasing, competence of AI tools such as Anthropic’s Claude Code have led many investors to wonder why enterprises would pay pricey seat licenses to an established provider when they could spin up their own bespoke solutions with (relative) ease.
That concern has in recent weeks whacked share prices of companies as diverse as Salesforce and Palo Alto Networks as well as Adobe, whose shares are down 38% in the past year. After Narayen’s announcement after the market closed Thursday, shares dropped Friday almost 8%, to $249.75 at market close today,
Stock price going up is tied to revenue growth and profit. From us customers who already subscribe to Creative Cloud Pro, the only way they're going to grow revenue and profit is to charge us more for the same product. Although Adobe makes a great tool and updates it with better frequency ever since they went the subscription model, I don't like it when they increase the monthly just to satisfy shareholders.
dienliv wrote:
Stock price going up is tied to revenue growth and profit. From us customers who already subscribe to Creative Cloud Pro, the only way they're going to grow revenue and profit is to charge us more for the same product. Although Adobe makes a great tool and updates it with better frequency ever since they went the subscription model, I don't like it when they increase the monthly just to satisfy shareholders.
They grow revenue and profits by getting more subscribers.
Show me a single company that does not want to increase their revenues and profits. I’m sure you would like to increase your salary…right?
Adobe subscription numbers:
End of 2013: ~1.4 million
End of 2015: >6 million
End of 2017: 12 million
End of 2021: 26 million
End of 2024: 37 million
End of 2025: ~41 million
Although a bit pointless, compare the published financial statement and trajectory for Tesla versus Adobe, and tell me which, from a clinicl perspective, is a more appealing candidate for your portfolio. While Shantanu Narayen is stepping down from his CEO role, remaining as board chair is hardly receeding into the background.
Yeah, yeah, yeah, wonderboy is going to knock it out of the park soon on humanoid robots and FSD.
While not flush, I feel the Adobe PS and LRC suite is a good value at its present pricing, which is far less than many spend monthly on streaming servaces. As also alluded, Adobe, a bit surprisingly, has accelerated updates with their subscription model.
I think their PS/LR creative cloud bundle (as one year subscription) is very competitive compared to Capture One and DXO PL. They do offer a steady stream of new features.
Capture One is more expensive, lacks a up to date noise reduction and is not very supportive with lens profiles.
DXO PL needs DXO Filmpack in addition to get a luminosity masking that compares with LR.
Speed is improved for Lightroom with the latest version. They where even the first to develope lens profiles for the really good Viltrox 14 4.0 AIR lens. What really lacks is their curve tool and lack of a level tool. PS has both with a better feature set. They really should implement the curve and level tool set from PS into LR. They already coded it for PS.
In terms of competitiveness, i don't see a problem. And their revenue does not look bad.
One thing I would love to see in LRC is selection modification tools (expand, contract, feather, etc.). I do a lot of masking and selective editing, where these tools would be appreciated. While the AI selection tools, like Sky and Subject, are quite powerful, one can end up with light or dark halos at the selection margins. These effects can be mitigated by zooming in, and using a small, soft brush to adjust, but what a pain in the backside.
Taperwing wrote:
One thing I would love to see in LRC is selection modification tools (expand, contract, feather, etc.). I do a lot of masking and selective editing, where these tools would be appreciated. While the AI selection tools, like Sky and Subject, are quite powerful, one can end up with light or dark halos at the selection margins. These effects can be mitigated by zooming in, and using a small, soft brush to adjust, but what a pain in the backside.
Maybe there is better way that I'm missing?
I use ACR to do much of what you do in LRC. (I’m more of a Photoshop guy.) But just yesterday I was working in ACR and wanting to deal with precisely the issue you mention — fine-tuning an object selection that included a bit of the surrounding area. I’ve done this frequently in PS using the combination of adjustments you mention (expand, contract, feather) but I don’t see them with object and similar selections in ACR.
On the other hand, the tools you mention that you like (sky, object, the landscape options, people, and so forth) are quite powerful and useful. They would be even more so if we could easily modify the selections with those other selection modifications.
Actually, I don't use the AI selection tools often, due the issue mentioned. They could become quite valuable to my workflow with selection modification tools. That said, I believe we are on the same wavelength.
I was once a heavy PS user, but as LRC has become more powerful, it can handle most of my editing requirments. I'm also a fan of non-destrutive edits and sidecar files. Just seems more elegant than having to make a working copy of everything and ensure the original is parked in a safe location.
Despite Adobe’s solid quarterly earnings report Thursday, the company’s long-time CEO Shantanu Narayen announced he will step down, as soon as the company can find a successor. So now where does the software giant go?
Though Narayen, who’s been CEO for 18 years, will remain as board chair, the announcement suggests a hurried or ad hoc process, poorly thought out, perhaps the opposite of the seemingly endless succession derby to replace Disney’s Bob Iger (a second time) that finally concluded last month.
The lack of a clear successor, with their own clearly stated long-term vision for fixing what ails Adobe, will remain an overhang on the company and stock until that huge uncertainty finally ends.
And make no mistake. Adobe faces plenty of uncertainties in a fast-moving AI landscape that has overturned share prices and prospects for many of Silicon Valley’s software giants, even Adobe and Narayen, one of the industry’s most respected leaders.
The stunning, and quickly increasing, competence of AI tools such as Anthropic’s Claude Code have led many investors to wonder why enterprises would pay pricey seat licenses to an established provider when they could spin up their own bespoke solutions with (relative) ease.
That concern has in recent weeks whacked share prices of companies as diverse as Salesforce and Palo Alto Networks as well as Adobe, whose shares are down 38% in the past year. After Narayen’s announcement after the market closed Thursday, shares dropped Friday almost 8%, to $249.75 at market close today,
Taperwing wrote:
Actually, I don't use the AI selection tools often, due the issue mentioned. The could become quite valuable to my workflow with selection modification tools. That said, I believe we are on the same wavelength.
I was once a heavy PS user, but as LRC has become more powerful, it can handle most of my editing requirments. I'm also a fan of non-destrutive edits and sidecar files. Just seems more elegant than having to make a working copy of everything and ensure the original is parked in a safe location.
For the record — and not everyone realizes this is possible — my entire ACR/PS workflow now uses non-destructive editing.
A few cool things that I don’t think everyone realizes:
1. ACR has been radically updated and expanded to the point that I probably now do the majority of my post-processing right in ACR, with mostly minor stuff in PS. It used to be the other way around.
2. If you open the ACR-converted raw files into Photoshop as smart objects, they retain a live connection to ACR editing, and you can continue to edit and update them in ACR even after opening them and making changes in PS.
3. When you work this way a copy of the raw file (as edited in ACR) actually resides in the saved PS file, so you could delete the original raw if you thought you would never edit it separately again. (I don’t. And, by the way, this is essentially what LR is doing, too.)
Like you, pretty much every photographer I know these days has moved to LR. (EVen my wife has!) I’ve used it for a few projects, and I like it a lot for sorting and selecting images. But my PS habits are so ingrained at this point that it is awkward for me to move into LR… and when have I have typically found myself jumping over to PS to do some tasks anyway.)
