project

Adobe Express

Adobe's web and mobile design app for quick social and marketing assets, offered with a free tier alongside paid plans.

Known aliases

Express

Relationships

No evidence-backed relationships are recorded.

Current clusters

invest1 publisher

Adobe's $27.50bn of ARR works out to $27.50 a year for each of its billion monthly users

Adobe reported record third-quarter revenue of $6.76bn and its billionth monthly active user on September 10. By Shantanu Narayen's own split, freemium expansion explains only about half of the lowered ARR outlook.

Publishers:techtimes.com

Reality

Evidence62
Adoption72
Hype gap+20
Incentives65
Confidence55

invest1 publisher

Adobe's guidance midpoint puts $65m of sequential growth on a $6.76bn base

Adobe's shares fell almost 5 percent after hours and were even again by Friday morning, and the open question is how large the AI-first ARR growing more than 150 percent is inside a $27.50bn total the company did not break out.

Publishers:fool.com

Reality

Evidence45
Adoption66
Hype gap+18
Incentives60
Confidence50