Latest / The Pivot Podcast with Fexingo: How Businesses Change Direction and Survive Disruption
How Adobe Pivoted From Boxed Software to Cloud Subscription
In 2013, Adobe stopped selling its flagship Creative Suite as boxed software and moved entirely to a cloud subscription model. Critics said it would destroy the company. Ten years later, Adobe's market cap had grown from $20 billion to over $200 billion. Lucas and Luna unpack the numbers behind that pivot: how Adobe managed the transition, why customers were willing to pay monthly, and what other software companies can learn from the shift. They discuss the role of CEO Shantanu Narayen, the early skepticism from Wall Street, and the surprising fact that Adobe's revenue per user…
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