Adobe Inc Stock Price, News & Analysis

HUMAIN and Adobe (Nasdaq: ADBE) announced a global strategic partnership on November 20, 2025 at the U.S.-Saudi Investment Forum to build Arabic‑first generative AI models and AI‑powered applications.

The collaboration links HUMAIN Cloud, HUMAIN ONE, ALLAM, Adobe Firefly Foundry, Creative Cloud, Express, Acrobat and marketing products to produce culturally relevant multimodal AI (audio, image, video, 3D, digital twins) trained on locally developed Arabic datasets and deployed on HUMAIN sovereign data centers.

Qualcomm will supply Data Center AI (AI200/AI250) for diffusion-based image and video inference supporting the partnership.

HUMAIN and Adobe (Nasdaq: ADBE) announced a global strategic partnership on November 19, 2025 to build Arabic‑focused generative AI models and applications. The collaboration links HUMAIN Cloud, HUMAIN ONE, ALLAM, and Adobe Firefly Foundry across Creative Cloud, Express, Firefly, Acrobat, Premiere, and Adobe's marketing products.

Adobe will be HUMAIN's first global AI data center customer, and HUMAIN and Qualcomm will deploy Qualcomm AI200/AI250 data center solutions to run diffusion‑based image and video inference at scale. The partnership aims to deliver culturally relevant multimodal models (audio, image, video, 3D) for the Arab world and integrate ALLAM into Adobe workflows.

Adobe (NASDAQ:ADBE) agreed to acquire Semrush (NYSE:SEMR) in an all-cash deal at $12.00 per share, valuing Semrush at approximately $1.9 billion. The transaction, approved by both boards, is expected to close in first half of 2026 subject to regulatory approvals and Semrush shareholder approval.

Semrush reported 33% year-over-year ARR growth in its enterprise segment in the most recent quarter; Adobe said the deal expands GEO and SEO capabilities to address brand visibility in the agentic AI era.

Adobe (Nasdaq:ADBE) and Google Cloud expanded a strategic partnership announced October 28, 2025 at Adobe MAX to integrate Google’s AI models — Gemini, Veo and Imagen — directly into Adobe creative apps including Firefly, Photoshop, Express and Premiere.

Enterprise customers will access models via GenStudio and Google Cloud Vertex AI and can customize models with proprietary data through Adobe Firefly Foundry. Google’s Vertex AI use includes data commitments that customer data will not be used to train Google’s foundation models. The companies will pursue a joint go‑to‑market strategy to broaden global access to these AI capabilities.

Adobe (Nasdaq: ADBE) introduced a wide set of new AI features, models and performance upgrades across Creative Cloud at Adobe MAX on October 28, 2025, spanning Photoshop, Lightroom, Premiere, Illustrator and Firefly.

Key highlights include the Photoshop AI Assistant (private beta waitlist); Firefly Image Model 5 (public beta) that generates images in native 4MP; Generative Upscale to 4K using Topaz models; Firefly Creative Production (private beta) for batch editing “thousands of images”; more than 100 new innovations across Creative Cloud; and temporary unlimited Firefly image and video generations for eligible subscribers through December 1, 2025.

Adobe (Nasdaq: ADBE) and YouTube announced a partnership on October 28, 2025 to integrate YouTube Shorts into Adobe Premiere mobile via a new "Create for YouTube Shorts" space.

The integration will let creators open Shorts in Premiere mobile, use pro-level editing tools, Firefly AI asset generation, studio-quality audio with generative sound effects, exclusive effects, transitions, title presets and share finished videos to YouTube Shorts with one tap. The feature is coming soon and was unveiled at Adobe MAX.

Adobe (Nasdaq: ADBE) unveiled expanded GenStudio capabilities on October 28, 2025, delivering scaled content production, deeper model customization via Adobe Firefly Foundry, and new ad-platform integrations.

Key innovations include Firefly Design Intelligence and Creative Production for Enterprise to automate brand-compliant layouts and bulk asset reframing; Firefly Custom Models and Firefly Foundry for proprietary, brand-tuned models across image, video, audio, vector and 3D; a Content Production Agent beta in GenStudio for Performance Marketing; and integrations with Amazon Ads, Google Marketing Platform, Innovid, LinkedIn and TikTok to assemble, activate and optimize ad campaigns.

Adobe (Nasdaq: ADBE) on October 28, 2025 introduced an AI Assistant (beta) in Adobe Express that enables conversational creation and editing to move users "from concept to content in minutes."

The assistant offers contextual understanding of design elements, layer-level edits, integrations with chatbot platforms, and a Dev MCP Server for Express add-ons. At launch the beta is available on desktop to Adobe Express Premium customers; general availability will use Firefly generative credits with add‑on credit packs. Enterprise features (template locking, batch creation, approvals) are planned.

Adobe (NASDAQ:ADBE) expanded Adobe Firefly on Oct 28, 2025 with new AI audio, video and imaging features plus partner and custom models.

Key highlights include Firefly Image Model 5 (native 4MP photorealism), Generate Soundtrack and Generate Speech in public beta, a timeline-based Firefly video editor and Firefly Custom Models in private beta. Project Moonlight, a conversational AI assistant, is previewed in private beta. Firefly offers partner models from ElevenLabs, Google, Topaz and others. Firefly features roll out via public and private betas with a promotional unlimited-generation offer for Creative Cloud Pro and Firefly plan subscribers through Dec 1, 2025.