John Jansworder

John Jansworder from Jefferies LLC inquired about the mix of AI credit usage between Adobe's Firefly-based solutions and third-party models, and how users are responding. He also asked about Adobe's internal use of LLM Optimizer and its impact on top-of-funnel conversion.

Answer

David Wadhwani, President of Digital Media Business, noted that while Firefly remains the majority for generation due to commercial safety, third-party models are seeing an uptick for ideation and integrated editing. Anil Chakravarthy, President of Digital Experience Business, explained that Adobe's internal Adobe.com team used LLM Optimizer to improve brand visibility through LLMs, leading to its upcoming general availability. Shantanu Narayen, Chairman & CEO, emphasized the broader opportunity for Adobe to help companies adapt to the shift in brand discovery from traditional search to LLMs and social platforms.

John Jansworder asked about the mix of AI credit usage between Adobe's Firefly-based solutions and third-party models, noting any pickup from third-party models and user response. He also inquired about Adobe's internal use of LLM Optimizer and its impact on top-of-funnel and conversion.

Answer

David Wadhwani, President of Digital Media, stated that Adobe's strategy is to provide choice and deep integration for all models. He noted that while the majority of generation continues to be Firefly due to commercial safety, there's a nice uptick in usage of other models for ideation and integrated editing. Shantanu Narayen, Chair and CEO, explained that the LLM Optimizer originated from internal use by Adobe's Adobe.com team, addressing how prospects were using LLMs for product inquiries. This led to the realization of a broader market need, and the product is expected to be generally available later this quarter, representing a massive opportunity for Adobe to help companies navigate the new LLM reality.

John Jansworder inquired about the mix of AI credit usage between Adobe's Firefly-based solutions and third-party models, and user response to third-party model integration. He also asked about Adobe's internal use of LLM Optimizer and its impact on top-of-funnel and conversion.

Answer

David Wadhwani, President of Digital Media, stated that while Firefly remains the majority for generation due to commercial safety, third-party models show a nice uptick for ideation and integrated editing, helping drive top-of-funnel engagement. Shantanu Narayen, Chair and CEO, explained that LLM Optimizer originated from internal use by Adobe.com to improve brand visibility and traffic from LLMs, and is now being rolled out to customers.