Adobe Management
Management criteria checks 3/4
Adobe's CEO is Shantanu Narayen, appointed in Dec 2007, has a tenure of 17.33 years. total yearly compensation is $52.39M, comprised of 2.9% salary and 97.1% bonuses, including company stock and options. directly owns 0.09% of the company’s shares, worth $134.43M. The average tenure of the management team and the board of directors is 3.9 years and 6.6 years respectively.
Key information
Shantanu Narayen
Chief executive officer
US$52.4m
Total compensation
| CEO salary percentage | 2.9% |
| CEO tenure | 17.3yrs |
| CEO ownership | 0.09% |
| Management average tenure | 3.9yrs |
| Board average tenure | 6.6yrs |
Recent management updates
Recent updates
OpenAI's Breakthrough Is Terrible For Adobe
Apr 09
Firefly And GenStudio Will Empower Creative Evolution
Apr 08 AI product integration, like Firefly and GenStudio, aims to boost user engagement, supporting revenue growth and enhancing monetization.Generative AI, Firefly App And Express Will Expand Future Reach
Apr 08 AI integration and new app expansions boost user engagement and capture next-gen users, driving subscription sales and revenue growth.Adobe: Strong FCF Growth, But Growth Stabilization Needed
Mar 19Adobe Has Become A GARP Play (Rating Upgrade)
Mar 13Adobe Is A Compelling Buy
Mar 07Adobe: Buy This Overlooked Industry Leader At A Reasonable Price
Feb 27Adobe's AI Strategy Is Paying Off: Why This Stock Could Surge
Feb 12Investors Interested In Adobe Inc.'s (NASDAQ:ADBE) Earnings
Jan 28
Adobe: You Don't Have To Be A GARP Acrobat To Buy This Stock
Jan 21Adobe: Strategic Transition To Subscription-Based Model Will Keep Leading Position
Jan 08Should You Think About Buying Adobe Inc. (NASDAQ:ADBE) Now?
Dec 27Adobe: Our Top Idea For 2025 Now Trading At A 30% Discount To SaaS Peers
Dec 20
Narrative update from Goran Damchevski
Dec 18Adobe grew annual revenues by 11% to $21.5B in FY’24. The performance is ahead of my 9% estimated CAGR. I continue to expect Adobe to be able to reach $32.2B in 2029, implying a minimal revenue CAGRDoes Adobe (NASDAQ:ADBE) Have A Healthy Balance Sheet?
Dec 12Adobe Q4 Earnings: Why This Stock Leaves Me Unsold
Dec 12Adobe: Upgrading Into Earnings, Eyes On Firefly, Mixed Chart
Dec 03Adobe Inc. (NASDAQ:ADBE) Shares Could Be 28% Below Their Intrinsic Value Estimate
Nov 28Adobe: An AI Laggard Not Worth Buying (Technical Analysis)
Nov 22Adobe: The #1 "Digital Experience Platform" Is At A Discount
Nov 01Adobe (NASDAQ:ADBE) Knows How To Allocate Capital Effectively
Oct 26Adobe: Wall Street Eyes A Slowdown, But Ignores The Cash Flow Story
Oct 25Adobe's Innovative Push Into AI Secures Long-Term Growth
Oct 17Adobe Inc.'s (NASDAQ:ADBE) Price In Tune With Earnings
Oct 14Adobe (NASDAQ:ADBE) Is Posting Promising Earnings But The Good News Doesn’t Stop There
Oct 02
Elevating Business Horizons, AI Innovations Fuel Company's Growth And Profit Margins
Sep 24 Adobe's AI integration, notably with Firefly and Acrobat AI Assistant, aims to boost engagement, productivity, and ultimately, revenue and ARR growth.Narrative update from Goran Damchevski
Sep 23In Q3’2024, Adobe reported revenue of $5.4B, an 11% YoY growth.Adobe: Buy Unwarranted Pullback, Robust SaaS Monetization
Sep 21Adobe Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Sep 16Adobe: Awaiting Clearer Signs Of Revenue Acceleration
Sep 15Adobe: The Market Is Changing, And Growth Is Decelerating (Rating Downgrade)
Sep 09Adobe Stock Looks Like A Fully-Priced Story
Aug 23We Think Adobe (NASDAQ:ADBE) Can Manage Its Debt With Ease
Aug 13Adobe Outlook: A Case For Holding The Position
Jul 23Adobe: AI Developments Galore
Jul 11Adobe: Ride The Winning Generative AI Play
Jul 04Adobe: Don't Expect It To Beat The Market Long-Term (Rating Downgrade)
Jun 27Adobe: Q2 Showed The Monetization Power Of Company's AI Tools
Jun 20CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Feb 28 2025 | n/a | n/a | US$7b |
| Nov 29 2024 | US$52m | US$2m | US$6b |
| Aug 30 2024 | n/a | n/a | US$5b |
| May 31 2024 | n/a | n/a | US$5b |
| Mar 01 2024 | n/a | n/a | US$5b |
| Dec 01 2023 | US$45m | US$2m | US$5b |
| Sep 01 2023 | n/a | n/a | US$5b |
| Jun 02 2023 | n/a | n/a | US$5b |
| Mar 03 2023 | n/a | n/a | US$5b |
| Dec 02 2022 | US$32m | US$1m | US$5b |
| Sep 02 2022 | n/a | n/a | US$5b |
| Jun 03 2022 | n/a | n/a | US$5b |
| Mar 04 2022 | n/a | n/a | US$5b |
| Dec 03 2021 | US$36m | US$1m | US$5b |
| Sep 03 2021 | n/a | n/a | US$6b |
| Jun 04 2021 | n/a | n/a | US$6b |
| Mar 05 2021 | n/a | n/a | US$6b |
| Nov 27 2020 | US$46m | US$1m | US$5b |
| Aug 28 2020 | n/a | n/a | US$4b |
| May 29 2020 | n/a | n/a | US$4b |
| Feb 28 2020 | n/a | n/a | US$3b |
| Nov 29 2019 | US$39m | US$1m | US$3b |
| Aug 30 2019 | n/a | n/a | US$3b |
| May 31 2019 | n/a | n/a | US$3b |
| Mar 01 2019 | n/a | n/a | US$3b |
| Nov 30 2018 | US$28m | US$1m | US$3b |
Compensation vs Market: Shantanu's total compensation ($USD52.39M) is above average for companies of similar size in the US market ($USD14.24M).
Compensation vs Earnings: Shantanu's compensation has been consistent with company performance over the past year.
CEO
Shantanu Narayen (60 yo)
17.3yrs
Tenure
US$52,390,182
Compensation
Mr. Shantanu Narayen has been Chairman of Adobe Inc. since January 2017 and has been its Chief Executive Officer since December 01, 2007 and served as its President since January 2005 until December 2021....
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 17.3yrs | US$52.39m | 0.090% $ 134.4m | |
| CFO and Executive VP of Finance | 3.5yrs | US$15.56m | 0.0073% $ 10.9m | |
| President of Digital Media Business | 3.8yrs | US$16.98m | 0.0053% $ 7.9m | |
| President of Digital Experience Business | 5.3yrs | US$16.99m | 0.010% $ 14.9m | |
| Senior VP | less than a year | no data | 0.00077% $ 1.1m | |
| CFO & SVP - Digital Experience Business Unit | no data | no data | no data | |
| Senior VP & Chief Information Officer | 8.8yrs | no data | no data | |
| Chief People Officer and Interim Executive VP of Legal & Government Relations | 5.3yrs | no data | 0.0090% $ 13.3m | |
| Chief Marketing Officer & Executive Vice President of Global Marketing | less than a year | no data | no data | |
| MD of India & VP of Products | no data | no data | no data | |
| Managing Director of Greater China | 3.9yrs | no data | no data | |
| Senior Vice President of Document Cloud | 3.7yrs | no data | no data |
3.9yrs
Average Tenure
57yo
Average Age
Experienced Management: ADBE's management team is considered experienced (3.9 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 17.3yrs | US$52.39m | 0.090% $ 134.4m | |
| Independent Lead Director | 12.9yrs | US$440.33k | 0.0073% $ 10.9m | |
| Independent Director | 16.3yrs | US$370.33k | 0.0043% $ 6.4m | |
| Independent Director | 3.3yrs | US$380.33k | 0.00041% $ 609.5k | |
| Independent Director | 12.9yrs | US$400.33k | 0.0077% $ 11.5m | |
| Member of International Advisory Board | 4.1yrs | no data | no data | |
| Independent Director | 12.9yrs | US$375.33k | 0.0073% $ 10.9m | |
| Independent Director | 7yrs | US$375.33k | 0.0021% $ 3.1m | |
| Independent Director | 6.3yrs | US$380.33k | 0.0010% $ 1.5m | |
| Independent Director | 3.3yrs | US$380.33k | 0.00043% $ 639.2k | |
| Independent Director | 6.3yrs | US$410.33k | 0.00087% $ 1.3m | |
| Independent Director | 4.5yrs | US$375.33k | 0.00057% $ 847.4k |
6.6yrs
Average Tenure
59.5yo
Average Age
Experienced Board: ADBE's board of directors are considered experienced (6.6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/21 17:07 |
| End of Day Share Price | 2025/04/21 00:00 |
| Earnings | 2025/02/28 |
| Annual Earnings | 2024/11/29 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Adobe Inc. is covered by 76 analysts. 38 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joseph Bonner | Argus Research Company |
| Robert Oliver | Baird |
| Ishan Majumdar | Baptista Research |