Adobe | Investor Day Presentation Deck | 132 slides

Adobe · 2021-12
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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4
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Slide inventory

120
every slide · same image gating as the playbook
01
Slide 1
Includes attribution for artwork by Davy Evans.front_matter
Open slide detailBeat · Attention
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Includes presenter name, title, and date.front_matter
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front_matter
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other
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05
Includes attribution for background artwork.front_matter
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06
The slide uses a grid-based layout to categorize various product screenshots, brand logos, and award badges.summarize
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07
The table uses a gradient background and includes a variance column with upward arrows to emphasize positive performance.analyze_data
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summarize
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front_matter
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establish_context
Open slide detailBeat · InterestLoop · Golden Circle
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front_matter
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summarize
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The slide uses a collage of product screenshots and illustrative imagery to support the key messages.establish_context
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14
summarize
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15
The slide shows a growth in TAM from $41B to $63B, with the 2024 figure segmented into Creative Professionals ($25B), Communicators ($31B), and Consumers ($7B).size_opportunity
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16
establish_context
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17
The slide uses a five-column layout to map strategic goals to specific product features/interfaces.summarize
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18
size_opportunity
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19
The slide uses a horizontal layout to present five distinct pillars of digital business transformation.present_framework
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20
The slide uses a five-column layout to map strategic pillars to visual representations of the platform's capabilities.summarize
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21
The slide compares 2023 TAM ($85B) with 2024 TAM ($110B) and breaks down the 2024 figure by segment.size_opportunity
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22
The slide uses a simple layout to anchor the $205B figure with strategic drivers and brand icons.size_opportunity
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23
The slide uses a visual grid layout to map strategic pillars to specific Adobe product interfaces.summarize
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24
Includes attribution for artwork by Elise Swopes.front_matter
Open slide detailBeat · Desire
25
The slide uses a collage of product UI screenshots as a background to emphasize the platform ecosystem.summarize
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26
summarize
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27
The slide uses a background bar chart graphic to imply growth over time (2019-2022) while presenting specific performance KPIs.analyze_data
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28
The slide uses a series of small 2x2 matrices (likely Gartner Magic Quadrants or similar) to demonstrate market dominance.compare_peers
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29
The slide maps specific Adobe Experience Cloud products to stages of the customer journey, culminating in a 'Data-Driven Operating Model'.present_framework
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30
Includes a testimonial from Chris Marinak, Chief Operations and Strategy Officer at MLB.illustrate_case
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31
illustrate_case
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32
The slide uses a vertical segmentation layout to categorize clients by industry sector.establish_context
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33
The slide uses a split layout: a metrics-heavy left side and a bar chart on the right.analyze_data
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34
The slide uses a 'show, don't tell' approach to define personalization at scale through a mosaic of UI examples.establish_context
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35
diagnose_problem
Open slide detailBeat · DesireLoop · Cost Of Inaction
36
The slide uses a five-column layout to map strategic pillars to visual representations of the platform's capabilities.summarize
Open slide detailBeat · DesireLoop · Cost Of Inaction
37
The slide uses a layered architecture diagram to show the relationship between the platform and the solution categories.present_framework
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38
The slide uses a layered architecture diagram to represent the product ecosystem.present_framework
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39
Includes a diagram of the platform architecture and a logo grid of customers.present_framework
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40
analyze_data
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41
The slide uses a structured table format to compare two core product offerings within the Adobe Experience Cloud.summarize
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42
present_framework
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present_framework
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44
The slide uses a visual grid layout to present strategic pillars, with a footer row for cross-cutting enablers.present_framework
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45
The slide uses a visual metaphor of a global network to represent the scale of the partner ecosystem.establish_context
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46
The slide compares 2023 TAM ($85B) with 2024 TAM ($110B) and decomposes the 2024 figure into four categories.size_opportunity
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47
The slide uses a visual hierarchy with a central Adobe logo, four pillars of the platform, and a list of growth drivers.summarize
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48
Includes Adobe logo and artwork credit.front_matter
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49
summarize
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front_matter
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51
front_matter
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52
The slide uses a collage of product screenshots and illustrative imagery to support the key messages.establish_context
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53
The slide uses a three-column layout to contrast market size, growth trends, and company-specific metrics.establish_context
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54
The slide uses a 2x3 grid of photos to represent different user segments.establish_context
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55
The slide uses a grid of big numbers to showcase business momentum.analyze_data
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56
The slide uses a grid-based icon layout to represent the product portfolio.other
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57
The slide uses a funnel-like visual to connect audiences to specific tasks, then to the product suite, and finally to the DDOM (Discover, Try, Buy, Use, Renew) present_framework
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58
summarize
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summarize
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60
The slide uses a four-column layout to detail the strategic pillars of the product.present_solution
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61
DDOM likely refers to Data-Driven Operating Model.summarize
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62
The slide uses a five-column layout to map strategic pillars to visual product/service examples.present_framework
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63
The slide uses a combination of text and product screenshots to illustrate the 'Adobe magic' across different device form factors.present_solution
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64
present_solution
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present_solution
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66
The slide uses a screenshot of the Behance interface to illustrate the community-driven features.present_solution
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67
The slide uses a custom journey framework labeled 'DDOM' (Discover, Try, Buy, Use, Renew).present_framework
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68
The slide uses a nested box visualization to represent the relative sizes of the three segments.size_opportunity
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69
The slide shows a growth in TAM from $41B to $63B, with the 2024 figure segmented into Creative Professionals ($25B), Communicators ($31B), and Consumers ($7B).size_opportunity
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70
summarize
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71
front_matter
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72
establish_context
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73
The slide uses a grid of big numbers to demonstrate business momentum.summarize
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74
The slide uses a vertical panel layout to map strategic pillars to specific product capabilities.present_solution
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75
The slide highlights the strategy of 'frictionless verbs' (specific PDF tasks) to convert users.present_solution
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76
The slide uses a visual mockup of mobile and desktop interfaces to demonstrate the 'native' integration of the e-signature feature.present_solution
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77
The slide uses a combination of text-based value propositions and visual mockups of the mobile application interface.present_solution
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78
The diagram illustrates a document-to-data transformation process where a Statement of Work is parsed into JSON and distributed to downstream systems.present_solution
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79
summarize
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80
The slide uses a three-column layout to categorize the product portfolio.present_framework
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81
Includes a DDOM (Discover, Try, Buy, Use, Renew) process bar at the bottom.present_framework
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82
The chart uses a nested rectangle approach to represent market size hierarchy.size_opportunity
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83
The slide shows a growth from $21B to $32B, with the $32B total split into $10B, $8B, and $14B segments.size_opportunity
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84
summarize
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85
The slide uses a split-layout design with a dark background for text points and a light background for the TAM metric and product icons.summarize
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86
Includes corporate branding and artistic background.front_matter
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87
Includes branding and artistic background.front_matter
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88
analyze_data
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analyze_data
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analyze_data
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91
The table uses a gradient background and includes a variance column with directional arrows.analyze_data
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92
summarize
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93
The slide uses a collage background to represent 'digitization' and arrows to link the pillars to the central thesis.size_opportunity
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94
The slide uses a visual focus technique where three of the four pillars are faded out, emphasizing the selected pillar.summarize
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95
The chart uses a stacked bar format to distinguish between subscription and non-subscription revenue.analyze_data
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96
The slide uses three donut charts to visualize revenue composition.analyze_data
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97
The chart illustrates the impact of strategic acquisitions on financial performance.summarize
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98
The slide uses a dual-axis approach (bar for revenue, line for revenue per employee) to demonstrate operational efficiency.analyze_data
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99
The chart uses a stacked bar for FY2021 to distinguish the current portion of RPO.analyze_data
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analyze_data
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101
The donut chart visualizes the capital structure components, though specific percentages are not labeled.analyze_data
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102
The slide uses a three-column layout to represent the three pillars of capital allocation.present_framework
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103
Dual-axis chart showing bar chart for cash used and line chart for shares outstanding.analyze_data
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104
The slide uses a four-column layout with imagery representing each pillar; the third pillar is highlighted.summarize
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105
The chart uses a dual-axis approach (bar for Revenue, line for ARR) to visualize business momentum.analyze_data
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106
The slide uses donut charts to visualize the growth in total ARR from $6.0B to $10.3B.analyze_data
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107
The slide uses donut charts to visualize the composition of ARR across Individual, Team, and ETLA segments.analyze_data
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108
The chart uses a dual-axis approach (implied) to show both Revenue (bars) and ARR (line).analyze_data
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109
The slide uses two donut charts to visualize the growth of subscription revenue relative to perpetual & services revenue.analyze_data
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110
The chart displays 16 quarters of data with two segments per quarter.analyze_data
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111
The slide uses a split layout: a metrics-heavy left side and a bar chart on the right.analyze_data
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112
The chart uses a dual-axis approach (implied) to show total revenue as bars and subscription revenue as a line, highlighting a 28% CAGR for subscription revenueanalyze_data
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113
The slide uses donut charts to visualize the shift in revenue composition over a 3-year period.analyze_data
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114
The slide uses donut charts to visualize revenue composition across four categories.analyze_data
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115
summarize
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116
The slide uses a visual metaphor of a rising path over a background of digital interface elements to represent growth.plan_implementation
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117
The slide uses a four-column layout with imagery and bulleted text to summarize financial planning assumptions.establish_context
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118
Includes footnotes explaining adjustments for an extra week in FY2021 and forward-looking statement disclaimers.summarize
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119
Includes GAAP vs Non-GAAP comparisons and specific footnotes regarding fiscal year adjustments.summarize
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120
The slide uses a dark background with a data-network visualization to emphasize growth and connectivity.summarize
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