This IDC Market Note presents IDC’s opinion on Adobe’s 1Q25 financial results. While Wall Street was not impressed and Adobe’s stock plummeted double digit due to a weaker-than-expected outlook, much of Wall Street’s expectation was built on an AI monetization model that is not feasible for Adobe or other SaaS vendors. Similar to 2017, when machine learning suddenly became a de facto capability, monetization was not based on new SKUs but on increased licensing and incremental price increases over the long term. IDC expects the same for much of the new GenAI and agentic AI because they will both become ubiquitous and therefore commoditized.
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