Everything on Creative Software

Adobe’s operating margins have expanded to 36.6% despite a 62% stock decline, indicating that professional users are not abandoning the platform for free AI tools. The company is leveraging AI to enhance its existing product suite rather than facing immediate obsolescence.

Impact: High-margin software companies with strong brand loyalty and integration depth are less vulnerable to AI disruption than previously feared, offering value opportunities for long-term investors.

— from Earnings Season: AI Disruption and Valuation Realities · Motley Fool Money· Feb 13, 2026