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Ed Ludlow

👤 Person
3954 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Elon Musk is 54.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

He's committed to Tesla for 10 years.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

We just have 30 seconds.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

But is it realistic that this man leads two public companies at that scale for the long term?

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Will Whitehorn, Seraphim Space Chairman, awarded an OBE this morning by Prince William, then running over to the camera for us.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Thank you very much.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

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 Tech
SpaceX Said to Pursue 2026 IPO

Bloomberg Intelligence says Adobe could see its annual recurring revenue target in the low double digits for 2026.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Let's get out to Bloomberg's Matt Day in Seattle with the preview.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Matt, what do we need to know?

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

So as Jeffrey's Brent Phil said, I don't know, the other day, low expectations and low investor interest.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

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.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

That sets the scene, it sets the tone as well.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

I did a big interview with Adobe's CEO in the summer, and there's clearly a frustration.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

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.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Part of it is how they sell it.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

Is there a bigger Adobe AI story that someone's buying?

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

You know, there might be.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

They've tried to convince investors with a couple of metrics.

Bloomberg Tech
SpaceX Said to Pursue 2026 IPO

One is sort of AI-first revenue.