How Adobe Will Compete with Free AI Tools and Protect Users' IP with CFO Dan Durn
On this episode of After Earnings, Ann Berry sits down with Adobe CFO Dan Durn to unpack the company’s strategy as free generative AI tools flood the market. Adobe is expanding its focus beyond professional creatives to attract everyday users and businesses, with Firefly AI now integrated into its core products, enabling features like text-to-video and automated image enhancements. The company kicked off 2025 with $5.7 billion in Q1 revenue, up 10% from last year, and nearly $2.5 billion in operating cash flow. Still, the market is questioning whether $125 million in revenue from AI-powered…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.