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Adobe (ADBE) Slides Despite Strong Quarter as AI Strategy Faces Scrutiny

8 min12 juni 2026

Keith Kirkpatrick breaks down the market’s negative reaction to Adobe’s (ADBE) strong quarter, pointing to concerns around its freemium model and leadership changes. He highlights the long-term value of Adobe’s AI strategy for enterprise customers, while noting investor focus on execution, including converting free users to paid subscribers and navigating the CFO’s departure to Marvell (MRVL).


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