u/apemonkeyfool · 17d agono track record yet
Long ADBE $150P exp Mar 19 · 50 contracts
ADOBE is cooked.
Adobe faces existential competition from free or cheap AI-powered alternatives, open-source clones like ArtCraft achieving feature parity, and generative AI making traditional editing workflows obsolete. Core metrics show deterioration (net new ARR down 37% YoY, RPO declining, organic growth ~9%), and while enterprise workflows remain defensible, individual users (students, freelancers) are already abandoning the $70/month subscription.
At post $232.77Now $263.82+13.3% since postedas of Oct 23, 4:45 PM ET
1d+3.6%
3d+4.1%
1w+3.4%
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