firefly app is trash; Try it yourself on IOS/Android

17 giu

- ADBE is bloated company with poor execution and talent density. It is floating around because of legacy tools like pdf, image editing capability.

- With advancement in AI, Adobe has consistently disappointed investors.
- Firefly buzz is overhyped, Tried the app and quality of generated content is the worst. Go and try it yourself.

17 giu

Nota

- Market has given so many chances to ADBE but it has consistently failed to deliver on expectations.
- This company needs serious restructuring of its company to better cut cost in business segment where it's underperforming and start investing in AI talent otherwise this company will get rekt

17 giu

Nota

Why buyback doesn't excite me?

- For ADBE, they have cash in hand which they are using to buyback stocks but it is not a good use of money as I believe they are short sighted and pleasing investors.

- Main threat is actually competition like Canva , Figma eating their lunch. Despite, having smaller AI investment Canva & Figma has better talent density which allows them to dominate and disrupt ADBE boomer company.

- On top of that, Google's Gemini models are good for image/video editing and generation.
- Open AI sora is one of the best in the game.
- I find X/Twitter Grok having a better image generation capability than Adobe Firefly despite adobe has lot of proprietary data.

- ADBE is denying that they don't use customers' data for training but I suspect they do or would eventually do because they are losers in the AI race.

17 giu

Nota

- Only thing which would bring ADBE back in the game is reducing operational expense, make it leaner and invest in AI talent by hiring aggressively.

- Using cash in hand in acquiring smaller startups instead of using to buyback stocks so that ADBE position themselves for the long term

2 lug

Nota

The shares were downgraded from Neutral by Rothschild & Co Redburn analyst Omar Sheikh. He also dropped the target price to $280 apiece from $420 in a research note Wednesday, arguing that generative artificial intelligence tools are eroding Adobe's advantages in content creation software.

My price target i.e fair value is $250-280 as well

2 lug

Nota

- FIGMA filed for an IPO which is way better tool for designer than what
ADBE offers. reference: figma.com/blog/s1-public/

- Canva is yet to join the party to smack ADBE
azz!

9 lug

Nota

- I would rather buy figma when it IPOs instead of $ADBE.
- ADBE is not cheap. It is trading at P/E > 25 for < 10% revenue growth.
- Company is spending money/free cash flow in buying back shares which will end up being a bad investment.
- wish they had spent this amount on research and development or acquiring startups. It would have messed up balance sheet in the short term but should have help Adobe to compete in Gen AI space.
- Golden goose of a company of last decade is getting decimated by their outdated tools and shady subscription practices.

28 lug

Nota

- FIGMA is IPOing on 31st July 2025. Let's see how ADBE reacts to figma IPO

30 lug

Nota

ADBE under pressure, Investors flocking to FIGMA very soon for 40%+ growth yoy!

3 giorni fa

Nota

FIG is the most loved darling by the retail investors right now. ADBE has been forgotten :(

3 giorni fa

Nota

ADBE under 280 bucks might be compelling but anything above that is not worth it