【券商聚焦】法巴银行：Canva付费用户达3100万 ARR超40亿美元 Adobe(ADBE) 持续面临压力_老虎社区_美港股上老虎

【券商聚焦】法巴银行：Canva付费用户达3100万 ARR超40亿美元 Adobe(ADBE) 持续面临压力

金吾财讯04-20 21:37

金吾财讯 | Adobe （ADBE）今日开启年度峰会，英伟达 CEO 黄仁勋将与 Adobe CEO 同台发表主题演讲。

法国巴黎银行指出，Adobe 正面临竞争对手 Canva 日益加剧的市场竞争压力。

Canva 已从设计工具拓展为 AI 创意平台，今年一季度完成五项收购，产品完整性逐步对标 Adobe。该平台拥有 3100 万付费用户，年度经常性收入超 40 亿美元，为全球第三大 AI 应用。其免费推出的 Affinity 专业设计工具，以 AI 额度优惠吸引用户，短期或接受更低毛利率，进一步挤压 Adobe AI 产品的货币化空间，市场担忧 Adobe 创意云产品竞争力下滑。

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