Adobe's AI Headwinds Seen Fading -- Market Talk

Dow Jones

2025/06/21

1330 ET - Adobe's AI headwinds seem to be fading to the rearview as the company embraces the technology, DA Davidson analysts say in a note. While investors initially saw generative AI model providers in direct competition with Adobe, sentiment has shifted now that the company integrated third-party models within its ecosystem, letting users choose which model is best for specific use cases and export the output to other Adobe applications, the analysts say. Such changes show Adobe's ability to monetize the end-to-end content supply chain as well as collaborate with generative AI peers, all while taking a commercially safe approach to AI, they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

June 20, 2025 13:30 ET (17:30 GMT)

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While investors initially saw generative AI model providers in direct competition with Adobe, sentiment has shifted now that the company integrated third-party models within its ecosystem, letting users choose which model is best for specific use cases and export the output to other Adobe applications, the analysts say. Such changes show Adobe's ability to monetize the end-to-end content supply chain as well as collaborate with generative AI peers, all while taking a commercially safe approach to AI, they say. (kelly.cloonan@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 20, 2025 13:30 ET (17:30 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0345774631.USD","symbol_name":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2545174439","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2545174439","pubTimestamp":1750440600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1330 ET - Adobe's AI headwinds seem to be fading to the rearview as the company embraces the technology, DA Davidson analysts say in a note. 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While investors initially saw generative AI model providers in direct competition with Adobe, sentiment has shifted now that the company integrated third-party models within its ecosystem, letting users choose which model is best for specific use cases and export the output to other Adobe applications, the analysts say. Such changes show Adobe's ability to monetize the end-to-end content supply chain as well as collaborate with generative AI peers, all while taking a commercially safe approach to AI, they say. (kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 20, 2025 13:30 ET (17:30 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}