Adobe Summit Highlights Personalization At Scale With Gen AI
theCUBEresearch, Saturday, March 30th, 2024
Adobe Summit 2024 put individualized digital experiences on full display. Personalization at scale is exceedingly difficult. By applying AI, Adobe showed off its ability to bring custom experiences to the masses and do so with trusted, enterprise-grade content.
Adobe highlighted an expanded total available market for its three major business segments and is now pursuing a TAM approaching $300B. We believe Adobe represents a leading example of AI monetization beyond the two most commonly discussed segments - i.e. 1) The picks and shovels of silicon, LLMs and core AI infrastructure; and 2) Microsoft copilots. Its vision is to become a $30B revenue player, but the timeframe for such an achievement remains aspirational with no specific timeframe committed by Adobe.