Adobe COO: Apple’s Mac is a vibrant platform

“Adobe Systems has reported Q3 earnings that blew past analyst expectations and the company’s own projections (revenue was $851.7 million, up 41 percent from a year ago) based on unexpectedly strong sales of its Creative Suite and Acrobat products. Because Adobe is the first major technology company to report earnings during this cycle, executives sometimes offer insights into the technology buying patterns that affect larger players such as Apple and Intel,” Jon Fortt blogs for Business 2.0.

Fortt reports notes from Adobe’s conference call:
• Bruce Chizen, CEO; and Shantanu Narayen, COO, are among those on the call.
• 36 percent increase in CS revenue. Adobe expects a long tail.
• Most popular versions: Design Premium , Design Standard, Master Collection, then others
• Strong demand for Mac versions
• 27 percent of revenue came from Photoshop Extended
• There was high demand for Mac video software — about 37 percent of the mix was Mac
• Shantanu says CS3 performance gains on the Mac are impressive, and the Mac is a vibrant platform. Adobe came back to the Mac with video products, and Adobe is off to a strong start with those.
• Bruce says the iPhone was a blessing for Adobe — a great device. The manufacturers who are looking to follow the iPhone are reading the reviews that say a deficiency of the iPhone is that it doesn’t have Flash — Chizen says that leads Adobe to believe that Flash will be on a lot of high-end handsets in the near future.

More in the full article here.

[Thanks to MacDailyNews Reader “Too Hot!” for the heads up.]

25 Comments

  1. “….The manufacturers who are looking to follow the iPhone are reading the reviews that say a deficiency of the iPhone is that it doesn’t have Flash — Chizen says that leads Adobe to believe that Flash will be on a lot of high-end handsets in the near future.

    Does that include the iPhone?

  2. “Strong demand” of CS3 for the Mac.

    But then…

    “There was high demand for Mac video software — about 37 percent of the mix was Mac”

    So in essence CS3 on the Mac is less than 37%. This is of course typical as the graphics market doesn’t need powerful new processors and almost can make a Mac last 10 or more years, as long as it’s not hooked up to the internet.

    Video sales is high on the Mac because Apple was selling en-massé the powerful G5 chip equipped, fast bus hardware at great prices a few years back.

    Video demands powerful CPU’s with wide open bus to the drives which the PowerMac G5 was, unlike the new Intels with their hobbled bus.

    Now that’s not the case because it’s all Intel on the Mac. So when the next upgrade comes for these video people, processors are the same, so they can choose from many hardware vendors, get better prices and unfortunatly have to ease their workers over to a Windows OS.

    Of course Adobe will be there with software that works the same on Win as Mac OS X.

    Darn Apple, why didn’t you go with the Cell option on the Pro desktops/servers?

    You could have owned the video space, but now are going to lose it with these crappy Intel office processors.

  3. So in essence CS3 on the Mac is less than 37%. This is of course typical as the graphics market doesn’t need powerful new processors and almost can make a Mac last 10 or more years, as long as it’s not hooked up to the internet. —Hmmm

    I disagree with your assessment. Graphic designers are, in general, technically very conservative and uncomfortable with change. They don’t keep their computers for ten years because they don’t need more power (Photoshop users always need more power!). They keep their old machines because they’re so reluctant (dare I say “terrified”?) to make changes to a setup that works. If you want to see cutting-edge technology in action, the average graphic design studio is the last place you’d look.

  4. I believe that letting flash out of the iphone is a kind of strategy to move all the video content providers to move to quicktime, but since I read that Flash will support quicktime codec, they will wait until it happends. is it?

  5. Gee, no WONDER they made a huge profit.
    The upgrade fees for CS3 are insane!

    I own separate licenses for Photoshop 7, Acrobat Pro 6 and Freehand MX (11). Was I given ANY sort of credit for owning THREE licenses when buying the CS3 upgrade?

    NOOOOOOOOOO.

    So, they only “gave” me credit for ONE.
    Essentially? A ripoff.
    I love being a captive… er, I mean, “customer”.

    MDN Magic Word: MORE… yep, that’s exactly what Adobe wants.

  6. I design magazines on a lovely 24″ iMac, but my printers are terrified of new software, which often fucks up the whole system. One bad PDF file and the production-line is ferked.
    I stupidly upgraded to Quark 7, but had to remove it again, because the printers told me it would mess everything up.
    Trouble was, going back was a nightmare. Layouts refused to open in Quark 6.5, after being worked on in 7. Oh I had such fun, especially when I had to reinstall Quark on my iMac.. . Maybe Adobe In-Design won’t be quite so horrendous, when I switch?

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