How Adobe and Microsoft print
Creative Cloud seats. Document Cloud. Experience Cloud on the side.
Azure and Office. GitHub and OpenAI sit inside the cloud story.
The mix
Hover a slice
- Digital Media72%—
- Digital Experience24%—
- Other4%7%
- Intelligent Cloud—43%
- Productivity—32%
- More Personal—18%
- AdobeMicrosoft
Adobe
A habit billed monthly. Firefly is an attach on a paid seat.
Pays: Creators, enterprises, marketers.
Builds: Creative apps, Document, Experience, and the AI attach.
Microsoft
The enterprise already pays. Copilot is an attach on a paid seat.
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.