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Can you break that down a bit for those of us less-informed? Looking at an earnings report[0] it looks like the vast majority of their revenue (about 90%) comes

by smeyer 5y ago

Can you break that down a bit for those of us less-informed? Looking at an earnings report[0] it looks like the vast majority of their revenue (about 90%) comes from "subscription", which I assumed was mostly for their products sold via subscription models. Is there somewhere that breaks down how much of that subscription revenue is from ad analytics and data? [0] https://news.adobe.com/news/news-details/2020/Adobe-Reports-Record-Q4-and-Fiscal-2020-Revenue-december/default.aspx https://news.adobe.com/news/news-details/2020/Adobe-Reports-...

TrevorJ 5y ago
If you look here, you can see that in 2019 29% of their revenue came from the digital experience division, which is described as: "subscriptions to Adobe Experience Cloud, a cross-channel marketing optimization tool that includes analytics, targeting, campaign management, content delivery and commerce enablement." https://dashboards.trefis.com/data/companies/VMW/no-login-required/KvEbwXy8/Adobe-s-Revenues-How-Does-Adobe-Make-Money- https://dashboards.trefis.com/data/companies/VMW/no-login-re... I suspect that the share has probably grown since then, but I don't know that for sure.