Bloomberg: Bloomberg Technology
4/23/2024 3:23pm
... at adobe right now which is, when and in what form will you have a text to video generation platform akin to sora? i don't know if you had a chance to see the announcements we made last week at the ...
Bloomberg: Bloomberg Technology
4/23/2024 3:21pm
... scale and the difficulty ultimately of feeding data in to foundational models. you have been unveiling the new foundation a model and i'm interested as to what is going in because what set a part of adobe is you are safer because you are building basically upon ...
Bloomberg: Bloomberg Technology
4/23/2024 3:21pm
... that content for their specific 10 i needs -- design needs. we have expose that in photoshop and accretive cloud applications, exposed it in adobe express for marketers and creative professionals and ...
Bloomberg: Bloomberg Technology
4/23/2024 3:20pm
... how is this incentivizing clients to pay more for adobe? how is generative ai bringing about a revenue increase for the business? i think we have to put everything we're doing with generative ai in the context of what we have been doing the last ...
Bloomberg: Bloomberg Technology
4/23/2024 3:20pm
... let's talk about adobe. it is bringing more generative ai tools to photoshop. joining us now from london, david wadhwani. welcome. ...
Bloomberg: Bloomberg Technology
4/23/2024 3:02pm
... bloomberg, name a lot of people watching, a big jump in the shares. adobe, the one-year anniversary since firefly was released. big questions about particularly text to video. we have an interview with an ...
Bloomberg: Bloomberg Technology
4/17/2024 3:44pm
... it is the former cto of adobe, basically re-creating the adobe creative cloud with generative ai. that is one very concrete example. caroline: that is one of your portfolio companies. what is interesting is, what ...
Bloomberg: Bloomberg Technology
4/12/2024 3:57pm
... ed: it has been a pretty intense week, markets-wise. now earnings season comes and hits you in the face. there was a lot of great bloomberg reporting on apple and adobe and insightful interviews. ...
Bloomberg: Bloomberg Technology
4/12/2024 3:56pm
... and most of those were made with mid journey. caroline: fascinating. rachel metz, it is a great story. so much coming out on adobe. this does it for this edition of 'bloomberg technology.' ...
Bloomberg: Bloomberg Technology
4/12/2024 3:56pm
... is there any risk of ip in this one? rachel: adobe was totally aware of what it was doing. we were looking at discord groups the company runs. it had people from the company talking on discord groups about ...
Bloomberg: Bloomberg Technology
4/12/2024 3:55pm
... and some of the other rival foundation models we have seen. i am interested to what adobe said in response. i am sure they were aware of some of these synthetic images they were bringing in. ...
Bloomberg: Bloomberg Technology
4/12/2024 3:55pm
... adobe has spoken publicly about how firefly is really different from these rival image generators. it turns out it included a bunch of ai generated images, some of ...
Bloomberg: Bloomberg Technology
4/12/2024 3:54pm
... a database of hundreds of millions of licensed images. behind the scenes adobe was relying on part on ai generated content to train firefly including from those same ai rivals we have been talking about for many months. ...
Bloomberg: Bloomberg Technology
4/12/2024 3:54pm
... this is 'bloomberg technology.' ed: when adobe released its firefly image -- the artificial intelligence model was trained mainly on adobe stock images. ...
Bloomberg: Bloomberg Technology
4/12/2024 3:51pm
... exclusive. adorably -- adobe. the new findings show the company relied in part on ai generated content to train firefly, including those same rivals. ...
Bloomberg: Bloomberg Technology
4/11/2024 3:35pm
... always on top of it when it comes to adobe. openai's sam altman has been working to build a global coalition among government and industry leaders to support boosting the supply of chips, energy, and data center capacity ...
Bloomberg: Bloomberg Technology
4/11/2024 3:34pm
... the openai cto saying, we do not know where it was trained. we all kind of know where it was trained. that has been adobe's whole marketing pitch. we will try to do things the right way, only using sources we have true access to. caroline: you won't get sued, basically. ...
Bloomberg: Bloomberg Technology
4/11/2024 3:33pm
... ed: $2.62 a minute or as high as $7.25 per minute based on your good reporting. if you are the cfo or coo of adobe and this is before you ...
Bloomberg: Bloomberg Technology
4/11/2024 3:31pm
... supply and demand from that country. adobe is one to watch. a report on how expensive it is sometimes to train large language models and text to video in particular. and, where you are getting some of those videos from. we dig into adobe under pressure ...
Bloomberg: Bloomberg Technology
3/15/2024 3:06pm
... tube. caroline: there were plenty of memes made from that interview. it was brilliant to have you on. a big dive into the adobe shares ...
Bloomberg: Bloomberg Technology
3/15/2024 3:04pm
... customer acquisition. that is what adobe is doing now to get all the creative's using its product and monetize it. that's the argument. some other folks may see the numbers and say we want a ...
Bloomberg: Bloomberg Technology
3/15/2024 3:03pm
... there is this energy in the air that this new piece of technology could make adobe obsolete. there was a conversation on the earnings where an analyst said folks are getting worried in the long run this software could be ...
Bloomberg: Bloomberg Technology
3/15/2024 3:03pm
... fall for adobes and 2022. i'm interested in how that focuses on some of the startups that are publicly traded. you saw the big one everyone looked out and thought, adobe is ...
Bloomberg: Bloomberg Technology
3/15/2024 3:02pm
... investors are saying maybe it's just microsoft. they expected to see this big surge because of the ai products. adobe has been putting ai into ...
Bloomberg: Bloomberg Technology
3/15/2024 3:02pm
... can we dig into the individual numbers but the amount the stock ran up last year, people are worried. if you ask investors which company will make money it was microsoft and adobe and now ...
Bloomberg: Bloomberg Technology
3/15/2024 3:02pm
... moving on to individual movers. adobe is the only one you need to care about. the biggest move having its worst day in decades. ...
Bloomberg: Bloomberg Markets
3/15/2024 3:00pm
... new york, above though is off today. all earnings coverage ahead as adobe falls the most since 2002. bitcoins slide from its record high continues. ...
Bloomberg: Bloomberg Technology
3/15/2024 3:00pm
... new york, above though is off today. all earnings coverage ahead as adobe falls the most since 2002. bitcoins slide from its record high continues. ...
Bloomberg: Bloomberg Markets
3/15/2024 2:12pm
... this is demonstrating some -- this is generating some anxiety when it comes to investors. adobe is expecting 114 million dollars in reoccurring business revenue in the next quarter, which is less than what analysts were estimating. ...
Bloomberg: Bloomberg Markets
3/15/2024 2:12pm
... serious competition to adobe. it has implemented models in a lot of its products. we saw some recent demonstration by openai. ...
Bloomberg: Bloomberg Markets
3/15/2024 2:12pm
... enjoyed this conversation. great to see you. that is rob arnott of research affiliates. let's take a look at what's moving underneath the markets with denise. let's take a look at adobe, which dropped 12% after a ...
Bloomberg: Bloomberg Surveillance
3/15/2024 12:14pm
... expected to discuss the work proposal today. shares of adobe or falling in the premarket after posting a weak sales outlet. the guidance is fueling concerns of new ai focus startups threatening its market share. the company has been integrating ...
Bloomberg: Bloomberg Surveillance
3/15/2024 11:13am
... vladimir putin is unchallenged, with his political opponents in jail or exile. three other candidates are low-profile politicians from token opposition parties that toe the kremlin line. shares of adobe are falling after posting a week sales outlook. ...
Bloomberg: Bloomberg Daybreak Asia
3/15/2024 0:11am
... we had adobe dropping at the top more than 10% in after-hours giving a bit of a weak revenue forecast, concerns around ai entrance entering the space. a little bit mixed in the tech space. haidi: coming up next, the pboc ...
Bloomberg: Bloomberg Daybreak Asia
3/15/2024 0:11am
... seeing weakness as the materials index for the asx 200 leading the decline today. let's change on. moving back to the tech space, that focus on what we are seeing in terms of adobe-length names. ...
Bloomberg: Bloomberg Daybreak Asia
3/15/2024 0:02am
... and it seems like they are concerned around competition from new ai entrance into the space. a lot of pressure on any ai-linked name to start to deliver and see it lifting its bottom line. adobe, one of the biggest ...
Bloomberg: Bloomberg Daybreak Asia
3/15/2024 0:02am
... take its time when it comes to cutting rates as we saw moves higher for treasury yields and we saw stocks under pressure. trading in the red. focus on the tech sector in particular we had the likes of adobe reporting in after hours ...
Bloomberg: Bloomberg Daybreak Australia
3/14/2024 11:04pm
... companies to be meeting high expectations when it comes to the tech sector. adobe is reflecting that. that's the after hours. the drop of more than 10%. it's given a week outlook for ...
Bloomberg: Bloomberg Markets
3/14/2024 4:36pm
... the needle? adobe went to -- i went to adobe after the thigma deal fell apart. everyone has a question. everyone is excited about ...
Bloomberg: Bloomberg Markets
3/14/2024 4:36pm
... with federal contracts coming in that have been pushed out. but here's the reason for it. here's what we are doing to go forward and win. if you go to this point on adobe, covered the earnings coming up, what are companies saying tangibly that will move ...
Bloomberg: Bloomberg Markets
3/14/2024 4:32pm
... it stands today? ed: yeah, relatively strong performer in 2023. look at the adobe market cap. it's one of the biggest technology companies in the world. they are in an interesting situation where the deal was ...
Bloomberg: Bloomberg Markets
3/14/2024 4:32pm
... text image generator and indeed, now, text generator platform, right? the most recent iteration of that being sora. there's a real concern that adobe won't be able to demonstrate in the near term that has a generative ai ...
Bloomberg: Bloomberg Markets
3/14/2024 4:32pm
... double-digit sales growth is forecast. but it all comes back to ai. of course it does. what has changed of late, adobe, all these well-funded private startups eminence rating that they are pretty far ahead in the ...
Bloomberg: Bloomberg Markets
3/14/2024 4:31pm
... third consecutive quarter of double-digit gains. demand remains steady for creative document cloud products. let's discuss this with ed ludlow in san francisco. talk to us about these adobe details after be have gotten so ...
Bloomberg: Bloomberg Markets
3/14/2024 4:31pm
... however, remember, it's interesting, the inverted yield curve is still inverted but four points less than it was yesterday. on the equity side, let's talk about adobe for a second. earnings are after the bell. sales projected to climb for the ...
Bloomberg: Bloomberg Technology
3/14/2024 3:12pm
... on track for their third straight quarter of double-digit sales growth. the story is about firefly ai. you look at the start of looking at a text to image platform, has adobe got some response to that? ...
Bloomberg: Bloomberg Technology
3/14/2024 3:12pm
... jennifer huddleston. spacex's shuttle watches to near orbit in space. you are fresh on the back of reporting on that. what else are you looking at? ed: adobe, the stock is up .2% ...
Bloomberg: Bloomberg Technology
3/8/2024 4:10pm
... stock for you. amazon and adobe, the unsung hero of ai. you have to pick and choose and navigate around, really focused on domestic revenues if you can. caroline: the thing up -- ed: the thing about broadcom, it ...
Bloomberg: Bloomberg Markets
2/28/2024 3:20pm
... remember using photoshop and having to manually cut out pictures. now you can use it -- do it with a click of a button. but adobe is oversold and still in an uptrend. given the investments of occasions in ai that it has, we ...
Bloomberg: Bloomberg Markets
2/28/2024 3:20pm
... katie: tell me about adobe. where it comes to ai, it feels like adobe is overlooked. cameron: it is. it is been applying -- i _ ...
Bloomberg: Bloomberg Markets
2/23/2024 3:06pm
... that will benefit from the cycle we are embarking on. microsoft is the enabler. it's not confined to microsoft. there's a lot of different companies, service now, adobe. so there's the enablers of the ...
Bloomberg: Bloomberg Technology
2/13/2024 4:20pm
... millions of people pay for these tools. i they going to be out of work? even those that are bullish on adobe's ai efforts see there is some potential for this to mark out a bit of their user base. ...
Bloomberg: Bloomberg Technology
2/13/2024 4:20pm
... supposed to transform ai -- transform adobe. the fact that figma burned out means there is a lot of fun ai. this technology might disrupt their user base. ...
Bloomberg: Bloomberg Technology
2/13/2024 4:19pm
... comes to data and the new way we think about technology? brody: the way folks understand it is that figma was supposed to transform adobe and ai was ...
Bloomberg: Bloomberg Technology
2/13/2024 4:19pm
... to see any uplift from ai, microsoft and adobe. caroline: you see that coming from our intelligence members. we can see a $1 billion midterm ai lift in terms of creative cloud. ...
Bloomberg: Bloomberg Technology
2/13/2024 4:19pm
... in an emerging technology. one year ago, everyone expected this to be the case for adobe. today the picture is blurrier. their product is lending. the two companies that are going ...
Bloomberg: Bloomberg Technology
2/13/2024 4:18pm
... people will be willing to pay extra for it and they want go to openai or mid journey and cancel their photoshop subscription. right now they are barely charging for it. it is more like a stay in the ecosystem. ed: inside adobe, there are ...
Bloomberg: Bloomberg Technology
2/13/2024 4:17pm
... they need photo, video, audio and needs to work well. now they need ai. adobe's bet is when they put ai into each one of these products, it will work well together and ...
Bloomberg: Bloomberg Technology
2/13/2024 4:17pm
... selling subscriptions of software. people pay for it. they want to be profitable, how do they plan to make firefly profitable? brody: adobe's creative cloud is very profitable. i have had people say it is one ...
Bloomberg: Bloomberg Technology
2/13/2024 4:17pm
... about adobe's it is in the top 40 biggest publicly traded companies in the world. but it has in common with microsoft is a good track of ...
Bloomberg: Bloomberg Technology
2/13/2024 4:16pm
... adobe has been saying you are going to get sued unless you use us. this sucked and images from across the internet with no copyright. it is a legal hazard. that is the argument they made. ...
Bloomberg: Bloomberg Technology
2/13/2024 4:15pm
... this is bloomberg technology. caroline: firefly is adobe's new ai project that is perhaps a late comer plug the company is banking one aspect competitors ...
Bloomberg: Bloomberg Technology
2/13/2024 4:12pm
... accelerate will definitely be a focus. ed: natalie, thank you so much. coming up on the program, adobe's ai play and how it could be among the first big tech companies to actually profit from a height. ...
Bloomberg: Bloomberg Technology
1/29/2024 4:19pm
... you may recall recently that adobe walked away from their $20 billion merger with figma after getting similar scrutiny over that deal. indeed, they had to pay a $1 billion walkaway fee in that case. this time, amazon's fee is a bit ...
Bloomberg: Bloomberg Markets
1/29/2024 3:04pm
... i mean, for amazon, i don't think it makes such a big difference given this was being reviewed for almost 18 months, and the termination fee is like $94 million. so not big of a deal when you compare it to the adobe fee. ...
Bloomberg: Bloomberg Daybreak Australia
1/21/2024 11:35pm
... the 10 year mark. they are being in the game against companies like adobe and obviously, they are doing well and they are according to our sources, their annual ...
Bloomberg: Bloomberg Daybreak Australia
1/21/2024 11:02pm
... adobe. opening up trade, difficult to get a read on things, they are positive modestly by a few points at the moment. new zealand has been trading for a little while, a bit of ...
Bloomberg: Bloomberg Technology
1/19/2024 5:44pm
... but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. t. rowe price, invest with confidence. ed: after the adobe-figma deal ...
Bloomberg: Bloomberg Daybreak Europe
1/9/2024 6:49am
... drive. you also have application companies that play into it. think about adobe, really complicated stuff if you get into things like photoshop or premier. ...
Bloomberg: Bloomberg Markets
12/26/2023 4:52pm
... friday where we make the most of sales. what is happening at the moment? simone: discount up to 35% this season on toys according to adobe analytics. a lot of these toymakers like hasbro and mattel have said that ...
Bloomberg: Bloomberg Markets
12/26/2023 3:08pm
... caroline: to be fair, the billion that they got from adobe, they sort of saw this coming, many would say. they saw the regulatory hurdles. they sure did. that point that they saw it and went through it, it's a risk, right? every deal is holding that kind ...
Bloomberg: Bloomberg Markets
12/26/2023 3:06pm
... microsoft-activision deal finally getting a blessing from the u.k. but when i look at what closed out the year or closed out prior to christmas, the fact that the adobe deal did unwind, it feels ...
Bloomberg: Bloomberg Markets Americas
12/21/2023 3:24pm
... have from an antitrust perspective? think adobe last week. it looked different to me but go through the pain and then what? guy: what's the upside of doing this deal? ed: the upside according to the ...
Bloomberg: Bloomberg Daybreak Asia
12/19/2023 11:55pm
... adobe analytics expects price cuts to peak at up to 35%, as manufacturers offload excess inventory. average toy prices in the u.s. have fallen nearly 5% since march to their lowest on record. japanese beverage company asahi ...
Bloomberg: Bloomberg Markets Asia
12/19/2023 3:24am
... fertilizer business, and there was a deal by ibm to buy data integrated platforms. that said, there was a bit of a reverse deal if you will. adobe announcing on merger monday that it is not going to go forward with a $20 billion ...
Bloomberg: Bloomberg Daybreak Asia
12/19/2023 0:50am
... adobe will pay a $1 billion termination fee. the acquisition would have been one of the largest takeovers of a profit -- private software maker, but it is another example ...
Bloomberg: Bloomberg Daybreak Asia
12/19/2023 0:50am
... company terminating its acquisition of grell. ichan believes the board should be held responsible for pursuing an responsible transaction. adobe is walking away after clashing with regulators. ...
Bloomberg: Bloomberg Daybreak Asia
12/19/2023 0:15am
... german software company. also right before christmas we often talk about the grinch. adobe is announcing they are calling off their $20 billion purchase of design software firm ...
Bloomberg: Bloomberg Markets
12/18/2023 6:32pm
... that deal not coming together. investors seem to be ok with that at least according to the intraday performance. adobe is up about 2% and we are watching the story surrounding sun power which is been under ...
Bloomberg: Bloomberg Markets
12/18/2023 6:31pm
... look at the s&p 500 leaderboard with alphabet and facebook parent meta in the neighborhood of 185% so for this year. staying with technology, we been covering the adobe fallout with ...
Bloomberg: Bloomberg Technology
12/18/2023 5:34pm
... generative phil is enormously popular with creeds, actually the most-used feature of photoshop. in fact it has been adopted 10 times faster than any other feature in photoshop history and adobe dealt that on aws using a ...
Bloomberg: Bloomberg Technology
12/18/2023 5:05pm
... he going in alone? i think it will be a while before we see an ipo. adobe was buying a fast-growing but somewhat still nascent competitor. i don't remember the revenue numbers but they are rapidly ...
Bloomberg: Bloomberg Technology
12/18/2023 5:04pm
... see a way forward here. so they decided to walk away. caroline: the cofounder and ceo talking about what was it, the thousands of hours spent with regulators and yet they still couldn't get this deal away. you can see that adobe is ...
Bloomberg: Bloomberg Technology
12/18/2023 5:03pm
... really this -- and now stopping facebook, and they really wanted to kind of make an example here. they faced severe pushback in the u.k., e.u. there was a certain point where both adobe and --said we don't ...
Bloomberg: Bloomberg Technology
12/18/2023 5:03pm
... 15 months ago, we sat here and thought about why adobe was going to buy sigma. it wanted to expand to look at the apt designers, the ui designers and also just invest in a product. ...
Bloomberg: Bloomberg Technology
12/18/2023 5:02pm
... the news being that adobe pays a $1 million termination fee and now that the deal has failed, lots of opinion that there on social media about whether this was a good or bad deal. let's get the deals. i guess this is one of those ...
Bloomberg: Bloomberg Technology
12/18/2023 5:02pm
... terminate adobe's acquisition of a $20 billion deal. it is interesting to wonder with this in ever passed muster with the regulators? ...
Bloomberg: Bloomberg Technology
12/18/2023 5:02pm
... the dollar up, we seeing a bit of a pullback in crypto as of late. 41000 or 500 on the nose. talk to us about these deals. ed: the deal that is dead, adobe and figment mutually agreeing to ...
Bloomberg: Bloomberg Markets European Close
12/18/2023 5:00pm
... ed: this is bloomberg technology. carolyn: adobe and sigma call off the $20 billion deal. we will bring you everything you need to know. ed: plus, ...
Bloomberg: Bloomberg Technology
12/18/2023 5:00pm
... carolyn: i'm caroline hyde. ed: this is bloomberg technology. carolyn: adobe and sigma call off the $20 billion deal. we will bring you everything you need to know. ed: plus, a-rod's black check ...
Bloomberg: Bloomberg Markets
12/14/2023 6:32pm
... that sector has had huge gains this year. adobe is not finding its groove. those shares are down 6%. the ai boost could take time. there are some worries about what the ftc might ultimately ...
Bloomberg: Bloomberg Technology
12/14/2023 5:38pm
... its product firefly will take longer then expected to boost the bottom line. wall street expects adobe to be one of the first giants to benefit from ai. for now, it's still slower than we thought. ...
Bloomberg: Bloomberg Technology
12/14/2023 5:38pm
... have you. let's stick with that for a moment. we know the shares are under pressure at adobe. it seems to signal a potential of the ai boost when it comes to ...
Bloomberg: Bloomberg Technology
12/14/2023 5:35pm
... justice department. adobe has a few things happening with the ftc right now and justice department. caroline: and so does some other companies. the ftc has gotten busy and so has global regulators toward the end of the year. ...
Bloomberg: Bloomberg Technology
12/14/2023 5:33pm
... surprised. president joe biden in march talked about the need for the ability to sign on to be as easy as canceling online subscriptions. when it costs up to $700 per year for an adobe subscription, ...
Bloomberg: Bloomberg Technology
12/14/2023 5:32pm
... adobe practices around canceling subscriptions and products and services? it was news yesterday in their filing which wasn't known before that that the ftc has an investigative demand before it ...
Bloomberg: Bloomberg Technology
12/14/2023 5:32pm
... is policies around canceling subscriptions. it's driven many of you mad. it's an interesting disclosure that adobe had last night. let's bring in sarahoh lam. your reaction to the ftc look at ...
Bloomberg: Bloomberg Technology
12/14/2023 5:31pm
... adobe, off by almost 6%. a lot of this is to do with expectations of earnings. the market wanted to see more it social media but the ongoing ...
Bloomberg: Bloomberg Technology
12/14/2023 5:01pm
... force and we will talk about the tech labor market is 200 that he thousand workers at tech companies of all sizes have been let go this year. caroline: adobe is facing regulatory headwinds and why the ...
Bloomberg: Bloomberg Markets European Close
12/14/2023 4:56pm
... adobe, a disappointing forecast around ai and than alphabet and netflix. we have this potential rotation that people are going to go out of big tech into small-cap and other sectors. ...