LogoThread Easy
  • 探索
  • 線程創作
LogoThread Easy

Twitter 線程的一站式夥伴

© 2025 Thread Easy All Rights Reserved.

探索

Newest first — browse tweet threads

Keep on to blur preview images; turn off to show them clearly

🧵 Deep Dive: Adobe ( $ADBE) One of the biggest SaaS companies in the world by revenue. So why has its stock collapsed over 40% from its 2024 highs? Is the fortress crumbling, or is this the value opportunity the market is missing? We did a deep dive. 🧵👇

🧵 Deep Dive: Adobe ( $ADBE) One of the biggest SaaS companies in the world by revenue. So why has its stock collapsed over 40% from its 2024 highs? Is the fortress crumbling, or is this the value opportunity the market is missing? We did a deep dive. 🧵👇

2/ The Business Fortress First, understand the machine. $ADBE's empire is built on two pillars, with 95% of its revenue coming from sticky, predictable subscriptions: 1️⃣ Digital Media (74% of revenue): The iconic Creative Cloud (Photoshop, Premiere) & Document Cloud (Acrobat, Sign). This segment alone boasts an $18.1 Billion Annualized Recurring Revenue (ARR). 2️⃣ Digital Experience (25% of revenue): A full enterprise suite for marketing, analytics, and e-commerce.

avatar for Hated Moats Investor
Hated Moats Investor
Tue Aug 26 12:34:59
  • Previous
  • 1
  • Next