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Adobe Systems Incorporated Message Board

  • snow.ball7 snow.ball7 Dec 13, 2013 1:36 PM Flag

    You can throw fundamentals out the window if Oracle is 11x, Adobe 61x

    absolutely no reason for this @(*#*Y(OGHEW(&Q@

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    • did oracle transition most of its revenue to subscription model .. nope!
      what is oracle's ARR?
      basically they are not comparable .. look to WDAY for a comparison ..
      that's what big players are doing .. ADBE is one the largest CLOUD players in the s/w now!

      • 4 Replies to fedrally001
      • "did oracle transition most of its revenue to subscription model .. nope!"

        ORCL gets most of its revenue from license fees, which are pretty much the same as subscriptions, except MUCH more profitable than SAAS. The day ORCL announces that they are going to completely transition to SAAS for applications is the day when they stop making real money in applications.

        ADBE may be transitioning to a new revenue model, which is nice for them, but they are still not a growth company. All they've done is forced their existing, mature market customers to pay regularly for their software. Essentially, they've raised their prices. We won't know for a few years how that is going to work, but all they are doing is testing price elasticity. Nothing more. The adoption numbers on the newer service are very far from concluding anything, even though the stock price would indicate that it has.

      • I'm not sure workday is a good comparison. Adobe charges $50 per month with no implementation fees, workday is about $45,000 per month, and over a million for implementation.

      • 100X at this point- adbe doesnt do squat compared to oracle that runs 65 percent of all databases in the world and bought sun microsystems.adbe will be bk eventually- freeware will replace most of adopbes line-

        Sentiment: Strong Sell

      • fed, Oracle is on the verge of a major announcement that will rock the cloud world.
        They are THE leader, outside of Salesforce... Adobe is chump ...

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