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Somewhat OT: Why Adobe Can’t be Stopped
Without intending to get into the merits/demerits of Adobe CC, I noticed a couple of interesting posts on Seeking Alpha right around when Adobe released its Q2 2017 financials:
Why Adobe Can’t be Stopped: https://bit.ly/2tgDdWE
Does Adobe have Competition? Not Really: https://bit.ly/2tgV53H
The first article sees millennials as helping to drive Adobe’s current dominance with the CC model, noting in particular that millennials have a penchant for subscription-based services, citing 70% utilizing a product subscription and 89% a service subscription like Netflix or Spotify.
The second article argues that while Adobe certainly has competition on the individual product-to-product level, its current advantage lies at least partially in that no one can compete at the level of the complete package.
I’m curious about your thoughts. Do these insights have any consonance with your experience or the experience of your colleagues?