Despite Adobe Inc. management’s optimism, AI-related revenue accounted for just 2.2% of FQ1 earnings and is expected to reach only ~$250 million for FY 2025, or 1% annual contribution to revenue.

Learn More Adobe first made its mark in generative AI ... but because when we have delivered our tools to the customers we work with, we see that as their trust in the AI capabilities we deliver ...

While we do not see significant ESG risks, we note Adobe faces strong competition for software engineers on the hiring front ... but they show their work, distinguish facts from opinions, and ...

Further, in the case of Adobe, many creative professionals work on a contract basis ... competition for software engineers on the hiring front as well as risks arising from a potential breach ...