Adobe Vs. Salesforce: In The Age Of Agentic AI
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Dominic Lombardo, CFA1.11K FollowersFollow5ShareSavePlay(14min)CommentsSummaryAdobe Inc. and Salesforce, Inc. both face real AI disruption risks, but CRM demonstrates stronger resilience and integration into enterprise workflows.CRM's accelerating RPO growth, robust AI-centric revenues, and higher customer stickiness position it better to cross the AI chasm than ADBE.ADBE maintains superior margins and Rule of 40 metrics, yet lacks transparency on AI revenue and faces greater SMB/consumer churn risk.I rate both stocks Buy, but have higher conviction in CRM than ADBE due to its wide moat, workflow integration, and accelerating growth signals.
Getty Images Thesis: This article focuses on Adobe Inc. (ADBE) versus Salesforce, Inc. (CRM), two very different companies, but both are facing potential displacement from Generative Artificial Intelligence (“AI”). I favor Salesforce for several reasons cited in the article. InThis article was written byDominic Lombardo, CFA1.11K FollowersFollowDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Blockchain.https://www.youtube.com/channel/UCdTKlxmvT0JyT4X60gI-vEwAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ADBE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.