Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 4d ago
Jon Quast’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
So take it with a grain of salt.
But the historical pattern is hold.
Yeah, it is possible that Adobe was passing Dern over for the CEO role.
He feels slighted and is going outside the company now.
That's possible, but let's not kid ourselves here.
This is a promotion in many ways.
It's a better career opportunity for Dern, in my view, because as you point out, Marvell much bigger and growing faster.
It just seems a way brighter outlook for the company as opposed to Adobe right now.
I
If I'm Dern, I think I take this as well, regardless of what's going on at Adobe, because everything looks so great at Marvell.
You know, you look at this, you ask Travis before the show, at what point is Adobe worth buying or something like that?
Because, you know, it's trading at eight times forward earnings right now.
The numbers did look good, and I'll concede that point.
So at what point do we start to believe this?
And here's the question for me.
I think that the struggle to believe Adobe right now is what is the plan and who is bringing the plan?
Because the CEO and the CFO are now both out, so they're not bringing the plan.
And the plan that they are presenting, there might be some question marks there.
That's absolutely right.
And why do stocks go up over the long term?
Showing 3161–3180 of 8,197 · page 159 of 410
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