AI is transforming enterprise marketing. This is good news for Adobe, which reported a record quarterly revenue of $5.9 billion this week.
The software giant has described its ability to help brands develop creative content faster. Over the summer, he launched “LLM Optimizer” to help businesses benchmark visibility across the generation platform.
“Big Opportunity”
Adobe CEO Shantanu Narayen flagged it in the Q3 call late on Thursday (September 11th).
He responded to a question from Morgan Stanley’s Keith Weiss and talked about the risks of AD platform burning with similar native features.
Narayen said that buyers want to be multi-platform and “we wouldn’t underestimate the amount of magic that looks seamless as we have… all of those ad channels are really excited to make Adobe seamless.
“Adoption…At a company, it remains extremely exciting for us.”
Geo is a big focus
Adobe is directly targeting CMOs with an AI suite designed to help those looking to optimize their generation AI or improve their so-called “GEO.”
Anil Chakravarthy, president of Adobe’s Digital Experience, will see the entire funnel begin to consolidate (From) discoveries, actual considerations, purchases, and even purchases, as well as consumers are actually adopting LLM throughout the process. ”
“AI-impacted ARRs are currently over $5 billion,” the company added, increasing its projected annual revenue range from $23.65-$237 billion.
(Looking closer, the ARR from “new AI-first products including Firefly, Acrobat AI assistants and Genstudio for performance marketing” was more modest.
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As head of digital media, Adobe is beginning to send “automated content production capabilities to businesses of all sizes and businesses of all sizes through Firefly Services.” “Generated AI consumption has accelerated with 29 billion generations and video generation growing nearly 40% each quarter,” he said in the phone.
“Key Enterprise’s victory includes Disney, FedEx, Home Depot, Meta, MetLife, Stagwell, Ulta and Volkswagen.”
Creative media is one area where generative AI really excels. Hallucinations are almost harmless in this type of development. Adobe burns a growing range of LLMS into an application suite to support those looking for advanced visual, audio and video creative victory.
Adobe is increasing its Firefly model with Google Gemini Flash 2.5, and “a roster of partner models including Openai, Black Forest Labs, Runway, Pika and Ideogram, Google’s Veo and Imagen models,” said CEO Narayen. “Each generator AI model has its own aesthetic style.”
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