Ed Ludlow
👤 PersonAppearances Over Time
Podcast Appearances
He's committed to Tesla for 10 years.
But is it realistic that this man leads two public companies at that scale for the long term?
Will Whitehorn, Seraphim Space Chairman, awarded an OBE this morning by Prince William, then running over to the camera for us.
Adobe set to report Q4 earnings this afternoon after the bell as the company looks to convince investors it is on the right track in the AI era.
Bloomberg Intelligence says Adobe could see its annual recurring revenue target in the low double digits for 2026.
Let's get out to Bloomberg's Matt Day in Seattle with the preview.
Matt, what do we need to know?
So as Jeffrey's Brent Phil said, I don't know, the other day, low expectations and low investor interest.
There's a lot of worries about whether Adobe, which has navigated the transition from package software to subscription software, whether they're going to be able to do the same in the AI era and survive all the newfound competitors they've got in the space.
That sets the scene, it sets the tone as well.
I did a big interview with Adobe's CEO in the summer, and there's clearly a frustration.
This is a stock that's down 22% this year, that they're not getting credit for the work they think they've done in AI.
Part of it is how they sell it.
Is there a bigger Adobe AI story that someone's buying?
You know, there might be.
They've tried to convince investors with a couple of metrics.
One is sort of AI-first revenue.