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Stockreport

Adobe Vs. Salesforce: In The Age Of Agentic AI [Seeking Alpha]

Adobe Inc. (ADBE)  More Company Research Source: Seeking Alpha
Last adobe inc. earnings: 3/12 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: adobe.com/investor-relations.html
CRM's accelerating RPO growth, robust AI-centric revenues, and higher customer stickiness position it better to cross the AI chasm than ADBE. ADBE maintains superior margins and Rule of 40 metrics, yet lacks transparency on AI revenue and faces greater SMB/consumer churn risk. I rate both stocks Buy, but have higher conviction in CRM than ADBE due to its wide moat, workflow integration, and accelerating growth signals. Getty Images Thesis: This article focuses on Adobe Inc. ( ADBE ) versus Salesforce, Inc. ( CRM ), two very different companies, but both are facing potential displacement from Generative Artificial Intelligence (“AI”). I favor Salesforce for several reasons cited in the article. In This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ADBE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth [Read more]
IMPACT SNAPSHOT EVENT TIME: ADBE
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Stockreport

Adobe Vs. Salesforce: In The Age Of Agentic AI [Seeking Alpha]

Adobe Inc.  (ADBE) 
More Company Research Source: Seeking Alpha
Last adobe inc. earnings: 3/12 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: adobe.com/investor-relations.html
CRM's accelerating RPO growth, robust AI-centric revenues, and higher customer stickiness position it better to cross the AI chasm than ADBE. ADBE maintains superior margins and Rule of 40 metrics, yet lacks transparency on AI revenue and faces greater SMB/consumer churn risk. I rate both stocks Buy, but have higher conviction in CRM than ADBE due to its wide moat, workflow integration, and accelerating growth signals. Getty Images Thesis: This article focuses on Adobe Inc. ( ADBE ) versus Salesforce, Inc. ( CRM ), two very different companies, but both are facing potential displacement from Generative Artificial Intelligence (“AI”). I favor Salesforce for several reasons cited in the article. In This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ADBE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth [Read more]
IMPACT SNAPSHOT
EVENT TIME:
ADBE
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS