Print desk·2026-08-12.md·.md
Adobe vs Microsoft: different books, same decade
Creative Cloud seats. Document Cloud. Experience Cloud on the side. Azure and Office. GitHub and OpenAI sit inside the cloud story.
Adobe leads on Digital Media (72%). Microsoft leads on Intelligent Cloud (43%). The seat follows the slice that pays.
The mix
Hover a slice
- Digital Media72%—
- Digital Experience24%—
- Other4%7%
- Intelligent Cloud—43%
- Productivity—32%
- More Personal—18%
- AdobeMicrosoft
Creative Cloud seats. Document Cloud. Experience Cloud on the side.
Pays: Creators, enterprises, marketers.
Builds: Creative apps, Document, Experience, and the AI attach.
Azure and Office. GitHub and OpenAI sit inside the cloud story.
Pays: IT buyers. Developers on Azure and GitHub. Consumers on Windows / Xbox.
Builds: Azure, Office, GitHub, AI platform. PM and cloud IC are the volume seats.
The seat
Do not treat Adobe and Microsoft as one market. Creative apps, Document, Experience, and the AI attach. That is not Azure, Office, GitHub, AI platform. PM and cloud IC are the volume seats. Name the book before the interview.