Long Adobe (Nasdaq: ADBE)

Posted by Darren on Mar 15, 2011 • (Comments)

I’m going to buy my 2 kids, David and Ava, some Adobe stock.

I figured I’d start this post with a bold statement.  Hopefully I got your attention.

Adobe is upping their game.  They historically have been a software company focused on the creative & production industry.  They could have stayed this way and built a nice business for the future.  But, someone there is leading a charge and they IMHO are spot on with where they need to go.

Adobe was rumored to have tried to acquire Invite Media in 2010.
Adobe acquired Demdex, a data management platform.
Adobe just partnered with MediaLets for mobile rich media serving.
Adobe is rumored to be now flirting with Triggit.

Adobe, while historically never spoke to agency media teams, are now building a media foundation for the future.  While being able to tie creative into metrics, analytics & media delivery, they are able to get to the future state of marketing we all talk about.

Some other companies I’m liking due to their recent acquisitions and intentions:  IBM, GSI Commerce, Marketshare Partners

Note:  All of this is predicated on whether or not Adobe or any of the above companies can deliver on the potential that each acquisition or partnership brings to the table.  We’ve all seen how acquisitions don’t work, but in theory, I like all the above.

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Tagged as , , , , + Categorized as Advertising & Marketing, Internet & Web X.0, Technology
  • Ken
    I just wish their most recent release of cs5 didn't kill all of the backward compatibility. Quite annoying. I realize I am myopic. :)
  • I think you're right. They are thinking outside the box, just enough to be interesting/dangerous - playing with some very sticky hybrid companies, e.g. Animoto.
  • Let's see if they can pull it all together
  • Anonymous234234
    Just rememeber, media margins look nothing like software margins. They may be diversifying, but the net effect on their bottom line of losing flash and replacing with media is not good.
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