#1A Adobe Adobe Financial Analyst Meeting December 16, 2021 Artwork by Davy Evans / UK#2A Adobe Welcome Jonathan Vaas | VP, Investor Relations December 16, 2021 Artwork by Davy Evans / UK#3Speaker Name Shantanu Narayen Ann Lewnes Anil Chakravarthy David Wadhwani Dan Durn Shantanu Narayen Live Q&A A Adobe Section Welcome Vision & Strategy Digital Experience Opportunity Digital Media Opportunity Financial Results and Growth Strategy Adobe Opportunity © 2021 Adobe. All Rights Reserved. Adobe Confidential.#4Financial Disclaimer This presentation contains forward-looking statements that are based on our management's current beliefs and assumptions, which involve certain factors, risks and uncertainties. Forward-looking statements in this presentation include those related to business momentum, market trends and growth, current macroeconomic conditions, our market opportunity, customer success, revenue, operating margin, seasonality, annualized recurring revenue, tax rate on a GAAP and non-GAAP basis, and earnings per share on a GAAP and non-GAAP basis, all of which involve risks and uncertainties that could cause actual results to differ materially. Factors that might cause or contribute to such differences include, but are not limited to: failure to compete effectively, failure to develop, acquire, market and offer products and services that meet customer requirements, introduction of new technology, information security and privacy, potential interruptions or delays in hosted services provided by us or third parties, macroeconomic conditions and economic impact of the COVID-19 pandemic, risks associated with cyber-attacks, complex sales cycles, risks related to the timing of revenue recognition from our subscription offerings, fluctuations in subscription renewal rates, failure to realize the anticipated benefits of past or future acquisitions, failure to effectively manage critical strategic third-party business relationships, changes in accounting principles and tax regulations, uncertainty in the financial markets and economic conditions in the countries where we operate, and other various risks associated with being a multinational corporation. For a discussion of the risks and uncertainties, you should review Adobe's SEC filings, including the Annual Report on Form 10-K for fiscal year 2020 and the Quarterly Reports on Form 10-Q filed by the company in 2021. Adobe does not undertake an obligation to update forward-looking statements. In addition to financial information presented in accordance with GAAP, this presentation includes certain non-GAAP financial measures. The GAAP financial measures that correspond to such non-GAAP measures, as well as the reconciliation between the two, are available on our website at http://www.adobe.com/ADBE. This presentation also contains statistical data, estimates and forecasts that are based on independent industry publications or other publicly available information, as well as other information based on Adobe's internal sources. This information may be based on many assumptions and limitations, and you are cautioned not to give undue weight to such information. We have not independently verified the accuracy or completeness of the data contained in the industry publications and other publicly available information. A Adobe © 2021 Adobe. All Rights Reserved. Adobe Confidential.#5A Adobe Welcome Shantanu Narayen | Chairman & CEO December 16, 2021 Artwork by Davy Evans / UK#6ISTMAS CHRISTI DINNER 2021 Accomplishments D DOUGE GRAPHIC DESIGN ALES W ((profile.person.n..., finish your "((profile, aemon... "tutorial A Adobe of the or S 10 Stay Wild YOU GROW Innovation e T COOD MORNINGI ANGUS OOGHON& Q Summer <PLUGINS de les Design Prototype Share Workfront for Adobe XD DOCUMENTS ** View in AAL 200 SUBTASK Update with New Joshua Tree Photos DONE AdobeStock Check out Download C adakang dan ke Q = 12 Compress PDF Easy Feren D LESE The best compress A How to reduce the size of a PDF online | TELOPE YELLORETENE 00000 THU OPERATING HOURS 12:00 AM CANYO 12:00 AM- 11:39 PM 11:39 PM 11:55 PM 12:00 AM 11:39 PM MULYS 12:00 AM 11:59 PM Adobe Experience Platform Sources Catalog Browse Accounts Data Flows Content Authenticity Initiative Introduction to sources Adobe applications Enable your data for use in Experience Platform Adobe Analytics Leadership R STORY A Family Busi For over half a millennium, we have producing and distributing the work In 1430, our founder, Laurens Bode as a blacksmith in Marien burg, Pru his siblings and children, he establis greatest trading houses of the era-f on replica printing presses after the Adobe Audience Manager 62,235 SUMMIT The Digital Experience Conference Interbrand Best Global Brands 2021 FORTUNE 100 BEST COMPANIES TO WORK FOR 2021 Purpose DEI 100% DISABILITY EQUALITY INDEX BEST PLACE TO WORK FOR DISABILITY INCLUSION 2021 People COMPANIES CARE THAT S 2021 Dow Jones Sustainability World Index FAST COMPANY BRANDS THAT MATTER 2021 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#7Outstanding FY 2021 financial results Total Adobe revenue ● FY21 Original Targets¹ Digital Media annualized recurring revenue ARR (net new) Digital Media segment revenue Digital Experience segment revenue Digital Experience subscription revenue Earnings per share (GAAP) Earnings per share (Non-GAAP) Generated record $7.23 billion of cash flows from operations Repurchased ~7.2 million shares at a cost of $3.87 billion Grew Remaining Performance Obligations (RPO) by 23% Y/Y to $13.99 billion ● ~$15.15 billion² ~$1.75 billion ~19% Y/Y growth ~19% Y/Y growth ~22% Y/Y growth ~$8.57 ~$11.20 1 FY 2021 original targets provided on Dec 10, 2020. 2 Revenue targets were set based on October 2020 foreign exchange ("FX") rates, which for planning purposes assumed to be constant during FY 2021. Source: Adobe, December 2021 A Adobe FY21 Actual Results $15.79 billion $1.98 billion 25% Y/Y growth 24% Y/Y growth 27% Y/Y growth $10.02 $12.48 ↑ +$635 million ↑ +$230 million ↑ +600 bps ↑ +500 bps + ↑ +500 bps +$1.45 +$1.28 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#8xinote SCRIPTION Project Estimate merings 10 and social media Driving the next decade of growth Creating & leading categories ve becepting, wing, designing a planning and buying ect management ose contact ance@@dexinate.com wre Dexinote Estimate payment information RATE 0 0 0 O 0 O 8 Oz MOURS A Adobe 0 0 0 0 O SUBTOTAL 0 0 。 0 0 0 1000000 Done Dexnote Estimate Project Estimate Type text her 8 Expanding customer base Featured Premium Animation Collage UP VINYL STORE KEEP F IT R Home nothing changes if nothing DEMASIE STYLE We're, moooooving! GRADUATE GRADUAT GRA ATE GRAVE GRADUATE GRADUATEEXPO 20 21 good morning. break Delivering technology platforms 489,692 413,991 Innovating business models Fonts Plugins Libraries PLUGINS Apps Files Discover Stock & Marketplace Featured plugins All plugins Manage plugins SEARCH ALL PLUGINS a Name or keyword ✓ APPS XD Photoshop InDesign InCopy Illustrator Premiere Pro After Effects Audition Bridge Lightroom Lightroom Classic Animate Dreamweaver Acrobat DC ✓ CATEGORY Collaboration Tools & Automation All plugins Filters: W Photoshop x Watermark 3 Thomas Zagler Custom watermarks wit TK TK Luminosity Tony Kuyper Easily create luminosity Loupedeck for Loupedeck Plugin for Loupedeck de BBrandfetch for Brandfetch Scaling partner ecosystem O Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#9A Adobe Vision & Strategy Ann Lewnes | CMO & EVP, Corporate Strategy & Development December 16, 2021 Artwork by Davy Evans / UK#10We live in a digital world Empowering individuals • A digital world at your fingertips Seamless access across all surfaces Democratization of creativity Flexibility to work from anywhere ● ● ● W A Adobe 9:41 < Call Center Topics TOTAL 1,551 JUNE 21, 2021 June 21, 2021 1,551 Remove credit c it card ● June 20, 2021 530 ● ● Damaged product Credit card denied Defective product Customer no longer wants.. Top items CC: Call Reason 193.4% Remove credit card Damaged product Credit card denied 50 0 9:41 < Luma Fitness: Key Metrics Scorecard CALL CENTER - Today vs Yesterday Diamond Customers REVENUE BY CHANNEL TRAFFIC FROM CAMPAIGNS - Holiday dinner 10K SK $97K Family fun Channel Web App Store Other A 55% Seasonal travel Transforming business • E-Commerce explosion Personalized experiences expected Document workflow automation 27% Al & ML redefining software all ... Connecting communities Emergence of creator economy New level of collaboration Ease of connecting across social platforms Instant reach across the globe ● ● ● ● © 2021 Adobe. All Rights Reserved. Adobe Confidential.#11Changing the world through digital experiences#12Adobe's strategy Unleashing creativity Adobe Creative Cloud A Adobe Accelerating document productivity Adobe Document Cloud Home Tools Bue and White L ● Rake a stand with your brand. From omnichannel awareness campaigns to web design, mobile applications, ecommerce suites, motion graphics and multimedia, graphic design, print, we prop up your brand to the heights it deserves. Take A e O 8. T t it Container ral Jutton Maill rall Shopping Cart tail Commerce ation hall Details tell Commerce History tail Commerce xt tal Commerce ct Grid tail Commerce Powering digital businesses A Adobe Experience Cloud Desktop Galaxy S7 iPad Retina iPhone 8 iPhone 8 Plus iPhone X 0 0 0 60 200 WE.RETAIL 290 Galaxy S7 300 1350 and SHOP NOW 100 M Smaller Screen All-new winter collection BUILT FOR THE GOLDEST WINTER ON EARTH D Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential. all#13Market landscape: content fuels the global economy Explore Adobe Stock assets, 3D, plugins, Images P Search Collection highlights ccess standout stock assets, 3D content, fonts, and software plugins A Adobe Digital content consumption exploding Every business is a digital Social content & monetization underpins the creator economy 3D, immersive & metaverse are emerging Collaboration drives creative productivity and stakeholder growth Stefanie Brikkler indre 1 Event Abrams 47 B QH Tanks 50 a b T 1 Amber Tar.comm al Akb Finds Home TACE Clear Filters HOLIDAYS Photos Mustratione Vectors Videos Audio Templates Ed to commendations Calligraphie Clean Po Geometric FUMY ART DECO Friendly Rounded on packs Ahmit THE QUICK BROWN FOX JUMPS OVER THE LAZY DOG The Tipoteca Senes Adobe Originals To fonts View Family Flugs 30 business Content velocity drives digital engagement Creativity is a 21st century educational imperative Video creation is exploding Web & mobile are rapidly maturing creation surfaces ontact rofile ettings © 2021 Adobe. All Rights Reserved. Adobe Confidential.#14C 421 Creative Cloud strategy: unleashing creativity for all Empower the world with content-first, task-based Advance every creative category across desktop, web & mobile creativity THE OX Bla 5% day Wild That Down 4 10 AMAZING APPS TO HELP YOU GROW YOUR BUSINESS HUGE SALE WORKSHOPS A Adobe GOOD MORNING! SALE Summer N TOUR you are exactly where you need to be MER Soldes -20% premie 102 Wear it, style it. MPETITION TIME! Deals That Are Out of Worl 5000/4 WHAT? CRUSH WHAT? + C BOOM ZIN FARM Democratize 3D & immersive content creation 10:04 Pecce Enable seamless collaboration across all stakeholders ... Do MAX S Apps Files Discover Stock & Marketplace Images MAX V AMANIN PROGRESS ● Me Fra SHIP Search Featured Photos ustrations Vectors Videos Audio Templates Free Premium Fonts Plugins 30 Libraries MAE ESTEBAN CAromat Explore Adobe Stock assets, 3D, plugins, and fonts Adobe MAX The Creativity Cond Collection highlights Access standout stock assets, 3D content, fonts, and software plugins IT FOUNGRY SHOW P 0400 Projects KAGING Inspire and empower the community through sharing & monetization LIVE Find Your Personal Illustration Style with Meg Lewis - 1 of 2 Watch Livestream Adobe Live What's New Find Your Personal Illustration Style with.... Adobe Live Adobe Live Schedule Today at 11:30 AM Illustrated Stories Behance For You Discover Today's Work in Progress LIVE Your Subscriptions 2D Animation with Pixipul Pixipui Dadoria Today at 12:00 PM Livestreams b Projects from creatives you follow and more Michèle Fournier @Steve Festus Cossaboom keep my eclectic rooms as they are, lol. The tension doesn't bother me. Meg is right! Livestreaming with Davis Knox from Fresco Davis K Tracker 16110 Stone Cole Looking forward to trying this out! Kornel Kaźmierczak @Kristi Faith welcome to the family :D Today at 2:00 PM 17:00 Change Backgrounds Photoshop Daily Creative Challenge-Change... Adobe Live-2 hours ago T Today at 2:30 PM DESIGN SunC Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential. Subscribe#152024 Creative Cloud Total Addressable Market 2023 Creative Cloud TAM ~$41B Source: Adobe, December 2021 A Adobe ~$25B Creative Professionals Continued momentum in creative job growth • Increasing value through collaboration • Expanding reach with web-first creative solutions . . ● Growing adoption of 3D&I Growth in Adobe Stock adoption Monetization of video collaboration with Frame.io ~$31B Communicators • 2024 Creative Cloud TAM ~$63B ● • Easy-to-use tools for non-pro creators Expanding reach with web & mobile creative tools Growth in content creation among students, marketers and small businesses ● Explosive growth in creator economy Content-first creation for range of use cases ~$7B Consumers ● ● . Addressing needs of photo and video enthusiasts Web-based creative tools for range of use cases Monetization of mobile offerings Creativity as a 21st century skill © 2021 Adobe. All Rights Reserved. Adobe Confidential.#16Cer Market landscape: digital documents core to future of work OUR PROMISE Marketing Miha je vlagaad su A Adobe amome Michelle Smith Projec le a Comment Edit PDF APIs enable custom workflow development Fill and Sign Organize Pages 3 DELIVENT SCHEDULE Seler shall commence to manufacture within [NUMBER] weeks following recep Subject to the provisions of Section Five, seller will complete such manufactur svakale for inspection at seler's not ner than if buyer's inspect adjustments, seller shall have a reasonable time to comect such defects and m as are necessary Dayer shall then have an opportunity to make a fal preshp d potions for shipment and buyer s shad buyer's respectives Type text here Companies are investing in sustainability 03 Byer Siguure My goals 04 Seler Signature ΟΙ Mame/Address BUSINESS PLANNER-INTRODUCTIO SINESS NAME 02 BENESS TARLINE & Fill and Sign 03 Best. Seals. Ever. PDF is the format for unstructured data Al & ML enabling document intelligence PDF related search terms exploding Productivity enabled through mobile & web Businesses are modernizing document workflows E-signature increasingly integrated into document creation Organizations increasing content accessibility My goals Deals. /ROY TOWNSEND Al-Powered Marketing About us. San Rarige Mark @haw tunape 01 Aa Metal Fabrication only be built by another Bodea production line ystem, the Bodea Automater GS2000. As an nationally recognized manufacturer of pment, there is no better turnkey production and machinery for manufacturing systems. innovative manufacturing technology has an unsurpassed for centuries Bodea provides its partners and authorized facilities with solutions, products, and services throughout the entire lifecycle chain, including and/or semiautomatic machinery, testing modules, design specifications, certifications, training and certification transfer, and personalized solutions. Make a stand with your brand. *** Make a Student Sandbook 2021 Ged a INVOICE D Handbook MENG S TOMAT 0 02 B CONTRACT C 2019 ANNUAL INSIGHTS STATISTICAL GAINS 2020 © 2021 Adobe. All Rights Reserved. Adobe Confidential. O#17Document Cloud strategy Deliver task-based document verbs to satisfy explosive organic demand Best. Seals. Ever. Deals. A 飞 LOR PDF Convert OD 30 000 WT DI DAIIVLTESO & 40 GA Oil Pan About us. T TOWNSEND Adobe Acrobat DC PDF software | Adobe Acrobat More than five million organizations around the world rely on Acrobat DC to create and edit PDFs, convert them to Microsoft Office formats, and so much more. When you're working remotely and need tools that empower collaboration and help you keep business moving, use Acrobat DC-and go make it happen Edit A Adobe Susan Ramage EZO Change to Who we are Share d PDF 3 Sign Proliferate e-signatures by integrating into Acrobat across all surfaces AL from Contract Contractor will NOT have access and contrib 42. Other IN WITNESS WHEREOF, the Parties have execut Owner Signature Owner Representative Signature Contractor Signature 2 Click here to sign Contractor Representative Signature OL Drive Acrobat innovation with Liquid Mode & Sensei- powered intelligence Aa O Metal Fabrication only be built by another Bodea production line system, the Bodea Automater GS2000. As an ernationally recognized manufacturer of pment, there is no better turnkey production and machinery for manufacturing systems. innovative manufacturing technology has en unsurpassed for centuries Bodea provides its partners and authorized facilities with solutions, products, and services throughout the entire lifecycle chain, including and/or semiautomatic machinery, testing modules, design specifications, certifications, training and certification transfer, and personalized solutions. only be built by another Bodea productic system, the Bodea Automater GS2000.. internationally recognized manufacturer equipment, there is no better turnkey pr line and machinery for manufacturing sy This innovative manufacturing technolog been unsurpassed for centuries A 120% Line Spacing Bodea provides its partners and authorized facilities with solutions, products, and services throughout the entire lifecycle chain, including and/or semiautomatic machinery, testing modules, design specifications, certifications, eining and certification transfer and Reading Setting A AV Reset All Unlock business workflows through PDF & Adobe Sign APIs // Create an ExecutionContext using credentials const executionContext = PDFToolsSdk. Execution. createPdfoperation PDFToolsSdk.CreatePDF.Oper // Set operation input from a source file. const input = PDFToolsSdk.FileRef.createFrom.ex createPdfoperation.setInput (input); JSON Process automation Systems of record Content republishing reeme... Leverage diversified Adobe and partner GTM motions to reach all segments M Tell me what you want to do E * A More Styles Styles Adobe Sign ragraph en disc mu rve: des ma Natural language processecr npla and 5, m the f its info Saved ¶1 Fill & Sign + Share P ab час EDIT IN WORD Fill and Sign Editing xh xl Send for Signature Agreement Status Adobe Sign You have signed the document. To download the signed document, please click on 'Save a Copy' © 2021 Adobe. All Rights Reserved. Adobe Confidential. X#182024 Document Cloud Total Addressable Market & 2023 Document Cloud TAM ~$21B Source: Adobe, IDC, December 2021 A Adobe s ~$10B Knowledge Workers • High frequency & industry-specific use cases Expanded reach with Acrobat verbs • E-signature for business users integrated in Acrobat • Sharing for commenting and review Business & enterprise adoption and growth 2024 Document Cloud TAM ~$32B ~$8B Communicators Expanding use of PDF for business, personal and education tasks Web & mobile use cases ● Frictionless free-to-paid conversion • E-signature for individuals integrated in Acrobat ~$14B Document Services & APIs Document workflows and process automation Acrobat and e-signature solutions & APIs Seamless integration with line of business apps Market expansion driven by remote/hybrid work and emerging market growth ● © 2021 Adobe. All Rights Reserved. Adobe Confidential.#19Customer Experience Management trends Grab deals 50% off SUCCESSFUL Every business is a digital business 2 DELIVERY ONLINE A Adobe Laptop Computer 16-inch $1799.00 C Add to cart Direct customer relationships .nl Data as a core asset as Power of cloud scale and AI/ML E 31 E 92 Customer-centric convergence © 2021 Adobe. All Rights Reserved. Adobe Confidential.#20Adobe Experience Cloud strategy Real-time customer experience platform 0080 CUSTOMER ACTIVITIES Product Download MacBook A A Adobe *****PEN Downl Ked Search 8POTHE bat ●Unsuburbe MARKETING INTERVENTIONS Atururs Product Defes 99 Tech Support SAY DONFO Gost Prediction Relate Sang recht ww hen 54% Integrated, Al-enabled applications & services 1.1 - A Adobe Experience Cloud Unified marketing workflow 。 Home Page Digital Updates Documents Tasks Project Detals Business Case Updates Scheduling Requests & Bus Approvals ng Res inget 8 Peeple Uslation Ce Queve De Show Mon Add Cu Andyles +/+0<B Link External Files and Folders Adobe Experience Manager/Home Page Digital Updates Foreng 20 home-page-digital updating To Collection Lake ng + Mowe in Metadata 20 home page-d Description Forest with fog Wid Type Langing Created Lighthous 3:20-09-23 12:36 Review Statut 3600 right Strategic partner for B2B & B2C transformation Dashboard Overview Cilent order Stockchecks Replenishments Machine State Warehouse management Mortly Summary POISON CONG 32.04% 25% 23 Order by ▲67% MA Mace ✓ Fine Expansive ecosystem © 2021 Adobe. All Rights Reserved. Adobe Confidential.#212024 Experience Cloud total addressable market 2023 Experience Cloud TAM A ~$85B Source: IDC and Adobe, December 2021 A Adobe ~$33B Data Insights & Audiences Single view of customer First party data personalization Omni-channel customer analytics ● ● A 2024 Experience Cloud TAM ~$110B ~$49B Content & Commerce Omni-channel content velocity Integrated commerce services Developer services ~$18B Customer Journeys Real-time customer journey orchestration ● • B2B, B2C, B2B2C Web + mobile ● ~$10B Marketing Workflow Marketing System of Record Integrated marketing workflows Agile marketing and creative collaboration ● © 2021 Adobe. All Rights Reserved. Adobe Confidential.#22Adobe's total addressable market Creating & Expanding leading categories customer base Source: Adobe, December 2021 A Adobe ~$205B 2024 total addressable market Delivering technology platforms of Innovating business models Scaling partner ecosystem A © 2021 Adobe. All Rights Reserved. Adobe Confidential.#23xinote SCRIPTION Project Estimate merings 10 and social media Driving the next decade of growth Creating & leading categories ve becepting, wing, designing a planning and buying ect management ose contact ance@@dexinate.com wre Dexinote Estimate payment information RATE 0 0 0 O 0 O 8 Oz MOURS A Adobe 0 0 0 0 O SUBTOTAL 0 0 。 0 0 0 1000000 Done Dexnote Estimate Project Estimate Type text her 8 Expanding customer base Featured Premium Animation Collage UP VINYL STORE KEEP F IT R Home nothing changes if nothing DEMASIE STYLE We're, moooooving! GRADUATE GRADUAT GRA ATE GRAVE GRADUATE GRADUATEEXPO 20 21 good morning. break Delivering technology platforms 489,692 413,991 Innovating business models Fonts Plugins Libraries PLUGINS Apps Files Discover Stock & Marketplace Featured plugins All plugins Manage plugins SEARCH ALL PLUGINS a Name or keyword ✓ APPS XD Photoshop InDesign InCopy Illustrator Premiere Pro After Effects Audition Bridge Lightroom Lightroom Classic Animate Dreamweaver Acrobat DC ✓ CATEGORY Collaboration Tools & Automation All plugins Filters: W Photoshop x Watermark 3 Thomas Zagler Custom watermarks wit TK TK Luminosity Tony Kuyper Easily create luminosity Loupedeck for Loupedeck Plugin for Loupedeck de BBrandfetch for Brandfetch Scaling partner ecosystem O Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#24A Experience Cloud Strategy Adobe Anil Chakravarthy | President, Digital Experience December 16, 2021 Artwork by Elise Swopes / USA#25Q4 FY 2021 Highlights Fa Ryde A Products Surinal Q Simge jaje I I I I 2004 79.67K Ma 18.95K ML Gan 13006 130-000 C A And Product PHONE SE Dam A Shipping & Fulfillment Extensions Cepi XC Shop Ang Mar d * Campeon 1941 104 We Connections the Brow Edtion & ng & Fun AN D 12 Cmen n 24 5-10 404 MA 76 314 A 214 easyship *Q4 subscription bookings represent net annual subscription value A Adobe BENIGN Ene an ****** 80.00 112 whip Shoping $0.00 a Arg N- by elec ups 30.00 anam ****** Segment revenue $1.01B 23% Y/Y growth Recently updated Audience Manager Co... M Dynamics Integ MS Adobe Experience Natform Segree Profi v pratle Ava Tan 75 BELLATIBAN indic WAL Enable your da fayd Adobe applications LIN goties ARR Adobe Analytic ✪ Ceite connection & Ays Demo Subscription Analyse (Own) Pet Wirkpa ingur meness A Flow Compet Call y Mag Ch #LADR MA 1244 Adenager 86 Subscription revenue $886M 27% Y/Y growth PORAL Experience Platform Launch 0 Incoming IT/PMO Work Requests 15.00 Cha Fly Benny For Sharia Remy Pat d SPON-SURN s-s A Alba Apr,201 F Exchange Server Upd Q4 Subscription bookings* >50% Y/Y growth © 2021 Adobe. All Rights Reserved. Adobe Confidential. May 2009 Cursur Resource Hours#26Customer Experience Management trends Grab deals 50% off SUCCESSFUL Every business is a digital business 2 DELIVERY ONLINE A Adobe Laptop Computer 16-inch $1799.00 C Add to cart Direct customer relationships .nl Data as a core asset as Power of cloud scale and AI/ML E31 E92 Customer-centric convergence © 2021 Adobe. All Rights Reserved. Adobe Confidential.#27Adobe Experience Platform: unlocking growth & innovation A Adobe Experience Platform launch 2019 >100B Adobe Experience Platform managed profiles Source: Adobe, December 2021 A Adobe 2020 300% FY21 Adobe Experience Platform number of customers Y/Y growth >$100M Revenue from Adobe Experience Platform and related apps 2021 2022 Scale >21.5T Segment evaluations (per day) Ecosystem ~34B API calls year-to-date Innovation Adobe Experience Platform applications ● ● <250ms Response time at 99.5% ~80 Adobe Experience Platform SI partners Adobe Real-Time Customer Data Platform (B2C, B2B, B2P) Adobe Customer Journey Analytics Adobe Journey Optimizer ● ~165B Edge Network calls (per day) Adobe Sensei powered services ● 300+ Adobe Experience Platform partner integrations Customer.ai Attribution.ai Media Mix Modeling © 2021 Adobe. All Rights Reserved. Adobe Confidential.#28Adobe leadership recognition Enterprise Marketing Software Suites A Digital Experience Platforms B2B Commerce Suites A Data Mgt Platforms in APAC B2B Marketing Automation Platforms A Experience Optimization Platforms A Digital Commerce A Collaborative Work Management Tools A B2B Marketing Automation A Customer Analytics Technologies Source: Industry analyst reports as of December 2021 A Adobe A DAM for Customer Experience A Agile CMS (formerly WCMS) Digital Marketing Analytics Web Analytics A A A Ad Tech Multichannel Marketing Hubs Digital Intelligence Platforms A 28 A A Web Content Management Omni-channel DSPs A CMS for Persuasive DX A A Adobe Personalization Engines Cross Channel Video Ad Platforms Implementation Services A A A B2C Digital Commerce Platforms A Digital Experience Platforms Work/Project + Portfolio Management A A Retail Commerce Platform Software A E-signature Software A Project + Portfolio Management A B2C Commerce Suites A Mobile Engagement Automation Data Mgt Platforms A A © 2021 Adobe. All Rights Reserved. Adobe Confidential.#29Adobe as Customer Zero: driving business transformation profile Name: Sarah Rose Age: 33 Gender: Female Email: Country: United States [email protected] Define customer segments A Adobe A Adobe Analytics Create Ad 3 La U E W *** W 20 B E Visit Adob Scrolling on t Install Premie Create Adobe ma Layout Container General Link Button Wal Li ww Mini Shopping Cam Wel Come Navigation Well Oder De W Commose Onder History W Comme Product Product and Comm Desktop Calery S Putetre ne QQ Phone 8 Plus Phone X A Adobe Real-Time CDP Gely PN. All-new winter collection BUILT FOR THE GOLDEST WINTER ON EARTH SHOP NOW Create single view of the customer Smaller Screen A Adobe Customer Journey Analytics Nyhe onfigure and trigger events. As a minder, only test profiles can Trigger an event the logs the state and the test proflies in the journey ct also potential errors Specify the time at aces and ve wat we Send 9 Segment Qualification Renew in 30 days and unfinished tutorial A Adobe Experience Manager Message Finish Tutorial Drive acquisition through digital channels A Adobe Journey Optimizer Error Alpha Feedback Email dicke Click Push clicked-Push Clicked Deliver engaging, personalized campaigns A Adobe Marketo Engage A Adobe Experience Platform Data-Driven Operating Model A Adobe Campaign E EXPO S INTS A Adobe Target and n O Ain Home Page Digital Updates 41 Document Project Deta Business Case Reques Apprecate 2 Bates Records Ⓒ Adobe Workfront Link External Files and Folders Adobe Experience Manager/Home Page Dig Fartp Lake pry Derive insights to drive customer satisfaction and lifetime value © 2021 Adobe. All Rights Reserved. Adobe Confidential. veran#30Customer case study: Major League Baseball Reimagining fan engagement experiences at home, on-the-go and in the ballpark ● ● ● Delivering personalization in real-time to reach the next generation of fans ● Unifying first-party data to power seamless customer journeys, fuel acquisition and improve retention • Streamlining content and marketing workflows to accelerate time-to-market Driving greater efficiency with electronic signatures and supporting rich creative on television and online A Adobe TM/© 2021 MLB 11:50 < Friday 5:09 PM HHOU vs ATL WORLD SERIES SEC 131 7:09 PM CT Wed, Oct 27 MINUTE MAID PARK World Series Game 2 BUYER TYPE MLB Strip ROW 30 SEAT 1 No Re-Entry "We've gone out of our way to create digital tools to improve the fan experience. We're bringing personalized experiences and information to fans so that they feel like we know who they are, who their favorite team is and who their favorite players are. Adobe's breadth of enterprise applications allows us to deliver what fans want, where they want it - across dozens of channels." Chris Marinak, Chief Operations and Strategy Officer, Major League Baseball © 2021 Adobe. All Rights Reserved. Adobe Confidential.#31Customer case study: Henkel Transforming customer and consumer engagement through real-time, omni- ● ● ● ● channel experiences, powered by Adobe Experience Cloud Unifying customer and consumer profiles across D2C, B2C and B2B to deliver personalized interactions at scale Expanding e-commerce offering, while meeting individual customer and consumer preferences Accelerating time-to-market and improving performance marketing via data analytics and insights A Adobe Henkel en MEGA 360 hauma SCHUPPEN NATO POLO CON SANFT HOHERER ONZENTRATION ersil Nr.1 "Through the partnership with Adobe, we gain leading-edge digital experience capabilities, access to Adobe's innovation power and ecosystem to boost our digital business. Henkel will leverage Adobe's Experience Platform for a wide range of D2C, B2C and B2B business models to provide a superior and personalized experience across all online and offline channels for our customers and consumers." Michael Nilles, Chief Digital and Information Officer, Henkel © 2021 Adobe. All Rights Reserved. Adobe Confidential.#32Adobe Experience Cloud: mission critical across industries Healthcare & life sciences Manufacturing/ CPG & energy Media & entertainment Financial services Digital- and mobile-first business models MetLife CIBCO 大都会人寿 KeyBank NaranjaX UOB NATIONAL BANK ROYAL LONDON de volksbank NEDBANK CIMB GROUP ICICI Home Finance DBS | HESTA USAAⓇ A Adobe Kiwi Wealth. nab Allianz charles SCHWAB Manulife Northeast Westpac standard chartered HDFC BANK citi Liberty Mutual. INSURANCE RAIFFEISEN End-to-end digital patient experiences Roche CHANGE Anthem. HEALTHCARE Kindred Healthcare MERCK Humana SANOFI Thermo Fisher NEMOURS CHG, Healthcare Davita. SCIENTIFIC eHealth CVSHealth, RELIAS AstraZeneca esk BUPA CommonSpirit Mercy healthgrades. St. Jude Children's Research Hospital 96 GE Healthcare Americor BEYOND CORD BLOOD BANKING novo nordisk BD Cleveland Clinic abbvie Direct-to- consumer business models CEATAIRBUS e-on PALL Panasonic BRIDGESTONE Solutions for your journey GRUNDFOS bp EPSON ANDRITZ Steelcase ZEISS MANN+ HUMMEL KNAUFCEILING Solutions PHILIPS EATON Nestlē. MD Vitamix FELISSIMO Powering Business Worldwide smart Digital streaming and fan engagement Tabcorp sky RCS MEDIAGROUP telegraph mediagroup mediacorp NASCAR Harvard Business Review PALACE SPIEGEL Gruppe Sisal desh Discovery RELEVENT™ SPORTS GROUP Nine foxtel TEG[ANALYTICS] SUPER RTL Retail Personalized commerce at scale Walgreens Boots Alliance illy Accent UNDER ARMOUR HOME ELEVEN CARmax OLD NAVY ELEMIS LONDON Boden TSC Woolworths Wegmans SAZERAC TATA BEN&JERRY'S CLIQ ALSHAYA GROUP CIRCLE K HH HELLY HANSEN Farmlands The L'OCCITANE EN PROVENCE STATES PARTS ASAP PARTS ALDO COURTS NORDSTROM PETBARN BGFretail Travel & hospitality Customer loyalty Panera BREAD SAS IndiGo ASIA MILES JAPAN AIRLINES Marrioff INTERNATIONAL Uber Eats Singapore TOURISM BOARD HHOSTELWORLD Kempegowda Vistara Fly the new feeling WESTJET Hotels.com™ A Lufthansa Heathrow Making every journey better virgin atlantic TURTLE BAY ← canfitpro ΑΝΑΓ Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#33Experience Cloud business momentum Growing customer engagement FY 2018 ~$1.3M Average ARR of top 1000 customers ~$5M Average ARR of top 100 customers ~$8.5M Average ARR of top 25 customers FY 2021 ~$2.3M Average ARR of top 1000 customers A Adobe ~$10M Average ARR of top 100 customers ~$20M Average ARR of top 25 customers *Products include Application Services (CJA, AJO, RTCDP) **Reflects Total Contract Value for top 10 customers at end of Q4 FY 2021 Source: Adobe, December 2021 66% growth in accounts with >$1M in ARR (FY 2018-FY 2021) >90% of top 100 customers have 3+ products* ~$760M Combined TCV of top 10 customers** Annual revenue $4.0B $3.5B $3.0B $2.5B $2.0B $1.5B ا... FY2018 FY2019 FY2020 FY2021 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#34Customer Experience Management imperative Julie, are you ready for summer? SUMMER SALE IS OFFICIALLY HERE! GET 20% TO 40% OFF SUMMER SALE Shop everything you need for Summer! NEW RELEASE! SHOP SALE A Adobe Book Check in anniversary sale on mid-century furniture! This week only! TO OFF YOUR ENTIRE PURCHASE Sign up now and stream 2 months for Flight status Sign up now and stream 2 months for free! view all TV Show > Grand Opening! Hi Jane, your flight booking is now confirmed! Reference No. 3287429012200 Personalization at Scale EVERYTHING SHOP SALE FEELING HUNGRY? GRAB A BURGER! Tap to order utliers Report by Kelly & Sage U Professor Jones Very engaging Kelly and Sage Kelly- Take advantage of this special student offer for four months free on our individual plan. UPGRADE NOW STORY SUBMIT Kelly: My video isn't the right size to embed. How can I change the template? Sam I'm happy to help. Simply right-click on the window after you've embedded your video Story Save more with an annual payment. STORY Kelly: It's working now Thank you! Save 15% with Annual Payment Kelly, Your monthly payments begin soon. Save more with an annual payment. GET STARTED Work Smarter. 003 Let's discover, Jeff! Let's discover, Eileen! Recommended For You 6699 Work Smarter. P D {1} Let ↓ 6699 TROPICAL GETAWAYS Tired of Boston winters? Escape to the Bahamas this spring with 30% OFF our vacation packages! OFFER #1 Work Smarter. ↓ VS... 6699 TROPICAL GETAWAYS Book your next tropical getaway today and SAVE 30% OFFER #2 Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#35Key challenges to achieving personalization at scale Siloed customer data Behavioral, transactional and commercial data is not integrated nor available in real-time A Adobe ovation 000 000 000 200 00 0006 00 00 0006 Reputation CRM Quality 000 DU Content volume and velocity مسکن مدد Label 000000 000 000 000 800 Tear000 00000 15 Plan Campaigns to serve diverse, multi-channel customer base create exponential increase in content requirements Disjointed customer experiences Customer journeys remain disconnected across online and offline channels -KPI SEM 43 Legacy planning and execution processes Traditional creative and campaign processes lack agility required in new paradigm of work © 2021 Adobe. All Rights Reserved. Adobe Confidential.#36Adobe Experience Cloud strategy Real-time customer experience platform 0080 CUSTOMER ACTIVITIES Product Download MacBook A A Adobe *****PEN Downl Ked Search 8POTHE bat ●Unsuburbe MARKETING INTERVENTIONS Atururs Product Defes 99 Tech Support SAY DONFO Gost Prediction Relate Sang recht ww hen 54% Integrated, Al-enabled applications & services 1.1 - A Adobe Experience Cloud Unified marketing workflow 。 Home Page Digital Updates Documents Tasks Project Detals Business Case Updates Scheduling Requests & Bus Approvals ng Res inget 8 Peeple Uslation Ce Queve De Show Mon Add Cu Andyles +/+0<B Link External Files and Folders Adobe Experience Manager/Home Page Digital Updates Foreng 20 home-page-digital updating To Collection Lake ng + Mowe in Metadata 20 home page-d Description Forest with fog Wid Type Langing Created Lighthous 3:20-09-23 12:36 Review Statut 3600 right Strategic partner for B2B & B2C transformation Dashboard Overview Cilent order Stockchecks Replenishments Machine State Warehouse management Mortly Summary POISON CONG 32.04% 25% 23 Order by ▲67% MA Mace ✓ Fine Expansive ecosystem © 2021 Adobe. All Rights Reserved. Adobe Confidential.#37Q1 0312 QU 04 Adobe Experience Cloud solution categories JAME PERFORMANCE PE Premium ressionals A Adobe 2,726 ath Views AUCHENCES NAME ACXIOM PREMIUM-IT PROFESSIONALS (FOCUS NODE 2726 TOP 5 LINKS FROM THIS POINT 2K 26 100.0% Acxiom -IT Pr 84.9% cxion 84.9% 37.6% 1.09 1,056 Natur Reg VI Data Insights & Audiences System of intelligence providing insight and dashboards across omni-channel customer journeys & audience activation 3 My Bundle Product Stre Pro Space The C 20. My Sunde wok D Add Attribute Save LUMA 700 Makeup Brush Set $89.99 Add to Cart Content & Commerce Content management and commerce solutions for multi-channel, shoppable experiences across B2B & B2C A Adobe Experience Cloud Heme Quals Lifecyles Journeys Messages Content Segmenti Dite Admin Welcome You have access to the our premium account. Let's get you started! Get started of BUILD YOUR JOURNEY TET GOAL Each brand has a unique customer journeys Define what yours is starting from a temolare or from scotch. These journeys can be used for multiple gals so you can provide an enduring experience to your customer and drive rest business impart Let's try creating & one to understand it better 33 CONNECT LIFECYCLE QUICK LEARN CREATE MESSAGE journey can help track goals What are journey events How cutoner journeys can be Customer Journeys Real-time, omni-channel customer and account-based journey orchestration & campaign execution for B2B & B2C WWW. Marketing Workflow Marketing system of record for executives and teams to connect, collaborate and execute on complex workflows from anywhere Adobe Experience Platform Open, cloud-native platform transforming behavioral and transactional data into unified customer profiles that update in real time and use Al-driven insights to help deliver the right experiences across every channel © 2021 Adobe. All Rights Reserved. Adobe Confidential.#38Adobe Experience Cloud CLOUD CATEGORIES APPLICATIONS SERVICES PLATFORM A Adobe Data Insights & Audiences Adobe Analytics Identity Adobe Customer Journey Analytics Profile Adobe Real-Time CDP Adobe Audience Manager Segmentation A Adobe Experience Cloud Content & Commerce Adobe Experience Manager Ingestion Customer Journeys Adobe Adobe Commerce Target Query Adobe Experience Platform Data | Sensei | Content Adobe Campaign AI/ML Adobe Journey Optimizer Privacy & Governance Adobe Marketo Engage Marketing Workflow Adobe Workfront Destination © 2021 Adobe. All Rights Reserved. Adobe Confidential.#39Next generation Adobe Experience Platform ● ● ● Enables delivery of personalized, real-time, omni- channel customer experiences at cloud scale Architected to accelerate innovation of new Adobe Sensei powered services and to standardize capabilities across Adobe Experience Cloud Integrated with hundreds of data sources and destinations to enable comprehensive, 360-degree view of a customer via unified profile ~165B Edge Network calls (per day) Source: Adobe, December 2021 A Adobe >21.5T Segment evaluations (per day) <250ms Response time at 99.5% CAESARS Video/TV O Paid User Customer Support Coca-Cola Web Desktop IDENTITIES 463787 Followed Guide 04 Creator YAUPQ IK Deskto Tabcorp servicenow srose outlook com Social CRM HOME DEPOT TEKS SEGMENTATION Mobile Unified Experiences Adobe Experience Platform Real-time Customer Profile Mobil DEVICES CUSTOMER PROFILE Download NAME: Sarah Rose EMAIL: [email protected] GENDER: Female AGE: 33 COUNTRY: United States MORE... Social f Cors Panera BREAD CUSTOMER Intergamma Sarah Rose EXPERIENCE INTELLIGENCE Customer. Al Journey Al Attribution.ai Create Adobe ID Web POS Ⓡ DESKTOP Email Open Creative Cloud Desktop App Login with Adobe ID 3 Install Premiere Rush EXPERIENCE EVENTS MOBILE 3 Visit Adobe.com 3 Scrolling on Instagram 8 Install Premiere Rush CC 3 Create Adobe ID 3 App Guided Tour Inventory Mgmt. B Front Office | Back Office Name Your Project Add Media Edit Sequence 3 In-app Offer Completed Purchase Store Operations Kiosk ADOBE PRODUCTS Premiere Rush CC iOS 3 Premiere Rush CC Single App Plan Creative Cloud Desktop 3 Premiere Rush CC CROSS-CHANNEL "Upgrade Premiere Rush" + Opened, Clicked Thank You for Renewing" + Opened, Clicked ERP BJ's CHANGE EY HEALTHCARE TRUIST HH verizon And to off Custom Apps (Henkel Realmadrid TSB CLUB DE FUTBOL © 2021 Adobe. All Rights Reserved. Adobe Confidential.#40Adobe Experience Cloud: Data Insights & Audiences A Adobe Analytics + Adobe Customer Journey Analytics Experience insights & intelligence across omni-channel customer journeys A Adobe Real-Time Customer Data Platform & Adobe Audience Manager Customer data management & activation for known & unknown audiences Source: Adobe, December 2021 A Adobe Highlights Internet scale behavioral dataset: ~23T data transactions per year • Rapid adoption of next-generation omni-channel analytics stack New multi-touch and Al-led attribution models Highlights • >21.5T segment evaluations per day Adobe Real-Time Customer Data Platform is now offered for B2B, B2C, B2B2C Adobe Experience Platform Segment Match unleashes the power of data collaboration for brands and publishers Innovation roadmap Real-time executive level run-and-operate dashboards and insights Intra-cloud integration to ensure consistent reporting and measurement Cross-cloud segment publishing to power faster activation of insights Innovation roadmap Innovation for highly regulated industries including HIPAA readiness and advanced trust capabilities • Continued expansion and customization of sources, destinations and identity partners • Advanced, real-time integrations for same- and next- page personalization © 2021 Adobe. All Rights Reserved. Adobe Confidential.#41Adobe Experience Cloud: Content & Commerce Adobe Experience Manager Content management for multi- channel, personalized experiences A A Adobe Commerce Making every experience shoppable for B2B & B2C across all business models Source: Adobe, December 2021 A Adobe Highlights Strong adoption of Ul-based and headless capabilities >150% Y/Y growth of Adobe Experience Manager Cloud Service customers Adobe Experience Manager Assets Essentials launch with Adobe Journey Optimizer and Workfront Highlights Support B2B, B2C & hybrid on single platform Scalable from mid-market to enterprises-record number of merchants; >1B effective SKUs Partnerships with PayPal, FedEx, Walmart, Wayflyer, Bolt for commerce services offerings to 100K+ merchants Innovation roadmap Content personalization and performance Composable experience management Enterprise creativity, work and asset management (Adobe Creative Cloud with Adobe Experience Manager, Workfront) ● API-first content management and experience delivery Innovation roadmap Modern, composable commerce platform Enhanced PWA support for B2B storefront Commerce intelligence connected with marketing insights Richer API, core service and Ul extensibility with support of Adobe App Builder © 2021 Adobe. All Rights Reserved. Adobe Confidential.#42Adobe Experience Cloud: Customer Journeys Adobe Campaign & Adobe Journey Optimizer Personalized, omni-channel customer journey orchestration & campaign execution for B2C marketers A A Marketo Engage Marketing automation & account- based marketing for B2B journeys Source: Adobe, December 2021 A Adobe Highlights Deep integrations with analytics, content & customer data management Scalable to over 1B customer profiles Combines batch oriented and 1:1 personalized omni- channel engagement at scale (90M/hour) Over 1B messages sent on Black Friday and over 270B messages in a year Momentum with Adobe Journey Optimizer adoption & Adobe Campaign on Snowflake Highlights Mission critical tool for B2B marketers >1T marketing activities/year tracked across thousands of Enterprise and Mid-market customers >550 partner developed integrations providing customers a highly flexible tech ecosystem Adobe Experience Platform integration with B2B Customer Data Platform Innovation roadmap Converging outbound (email, mobile push) together with inbound (web, mobile app) engagement into a unified experience • 1:1 personalization & experimentation across the entire customer journey Bringing database marketing and real-time engagement together via Adobe Campaign integration with Adobe Experience Platform and Adobe Journey Optimizer Innovation roadmap ● Account-based experiences • Adobe Sensei based attribution & intelligence B2B conversational engagement © 2021 Adobe. All Rights Reserved. Adobe Confidential.#43Adobe Experience Cloud: Marketing Workflow Adobe Workfront Marketing system of record allowing teams to connect, collaborate and execute on complex workflows from anywhere Source: Adobe, December 2021 A Adobe Highlights Deep integrations with Adobe Experience Manager and Adobe Marketo Engage ~2.5M projects managed by Adobe Workfront Native integration with Adobe Creative Cloud for accelerated content velocity Innovation roadmap Embedded workflows across Adobe Clouds with native integrations Agile marketing planning Unified global marketing calendar ● © 2021 Adobe. All Rights Reserved. Adobe Confidential.#44Adobe Experience Cloud GTM strategy Trusted partner to C-Suite A Adobe Transformational accounts / New logo growth Customer value realization and solution expansion Verticals | Geographies | Partners Adobe SUMMIT 2021 Sessions Become a sponsor Adobe Summit The Digital Experience Conference March 15-17, 2022 | A global virtual event. Reimagine experiences. The worldwide virtual event is back and free. Join Experience Makers everywhere to learn new skills, be inspired, and make connections that will help you create better customer experiences for all. Sign up to be notified SUM High-impact digital engagement © 2021 Adobe. All Rights Reserved. Adobe Confidential.#45Expansive ecosystem of >4,000 partners Source: Adobe, December 2021 A Adobe ISVS / tech partners Microsoft Walmart servicenow. Bolt PUBLICIS GROUPE System integrators / agencies aws PayPal FedEx. accenture Deloitte. dentsu SAP pwc IBM EY © 2021 Adobe. All Rights Reserved. Adobe Confidential.#462024 Experience Cloud total addressable market 2023 Experience Cloud TAM A ~$85B Source: IDC and Adobe, December 2021 A Adobe ~$33B Data Insights & Audiences Single view of customer First party data personalization Omni-channel customer analytics ● ● A 2024 Experience Cloud TAM ~$110B ~$49B Content & Commerce Omni-channel content velocity Integrated commerce services Developer services ~$18B Customer Journeys Real-time customer journey orchestration ● • B2B, B2C, B2B2C Web + mobile ● ~$10B Marketing Workflow Marketing System of Record Integrated marketing workflows Agile marketing and creative collaboration ● © 2021 Adobe. All Rights Reserved. Adobe Confidential.#47Experience Cloud growth drivers A al. ROW'S Products Fak Q A Adobe shoe 79.67K 18.95K Welk KADE A Add Product x long the g H Shipping & Fulfillment Extensions Data Insights & Audiences Cat Supert LA42 104 ಕಾಯ 54 Connections ALL Browse easyship ***** $3.00 shipping $000 DHL $300 . by CoA. ups Content & Commerce A . Composit . ur data for 201 & Ne Aye Workspace par Canones A Labe Demo Subscription Analys (Own Posed M Compnem Swe Flow LA Bithy M 3139 1241 on Su Customer Journeys . 0 . P Adobe Experience Platform Digital acceleration. Personalization at scale B2B · B2C · B2B2C · Direct-to-consumer Content velocity • Commerce and merchant services Real-time customer data platform Integrated marketing workflows Intelligent services Agile marketing and creative collaboration Customer journey orchestration Strategic partnerships Global expansion Transformational accounts · Enterprise · Mid-market Customer value delivery Customer success & retention Cross-sell & up-sell Customer Journey Analytics First-party data personalization Adobe Digital Economy Index · Developer services · Predictive and prescriptive insights F F. Sunders bestet Al time All Data Apr 2009 Marketing Workflow © 2021 Adobe. All Rights Reserved. Adobe Confidential.#48A Digital Media Opportunity Adobe David Wadhwani | President, Digital Media December 16, 2021 738999 SHE C I THE TO :88 T www E Artwork by Momomi Sato / Japan 12 N688 2 PAT WHRISSY WE988-181 geog#49Q4 FY 2021 Digital Media highlights A Adobe & Segment Revenue $3.01B 21% Y/Y growth $571M Net new Digital Media ARR Creative Cloud Revenue $2.48B 19% Y/Y growth $430M Net new Creative ARR & Document Cloud Revenue $532M 29% Y/Y growth $141M Net new Document Cloud ARR © 2021 Adobe. All Rights Reserved. Adobe Confidential.#50Digital Media strategy DOUGE School plance A Adobe Stay WILL REN SEURAT coor 2 TOGE MER MO e N Bali Savel Life Events & Amendments/Changes 7. Concellation Suhail H 30:59 AM Ant a moment. Michelle Smith is an agreement to y off O 201 COMPANY OBERVIEW OVERVIEW Edit PDF THIGI MANUFA AND DE SPRING COLLECTION PRING RETUR co 200 COMPANY OVERVIEW OVERVIE SPRING COLLECTION Collection © 2021 Adobe. All Rights Reserved. Adobe Confidential.#51Creative Cloud DOUGE School plance A Adobe Stay WILL REN SEURAT coor MER 2 TOGE MO N e THER Bali Savel Life Events Sab s COMPANY OBERVIEW OVERVIEW Edit PDF SPRING COLLECTION COMPANY OVERVIEW OVERVIE Collection © 2021 Adobe. All Rights Reserved. Adobe Confidential.#52Market landscape: content fuels the global economy Explore Adobe Stock assets, 3D, plugins, Images P Search Collection highlights ccess standout stock assets, 3D content, fonts, and software plugins A Adobe Digital content consumption exploding Every business is a digital Social content & monetization underpins the creator economy 3D, immersive & metaverse are emerging Collaboration drives creative productivity and stakeholder growth Stefanie Brikkler indre 1 Event Abrams 47 B QH Tanks 50 a b T 1 Amber Tar.comm al Akb Finds Home TACE Clear Filters HOLIDAYS Photos Mustratione Vectors Videos Audio Templates Ed to commendations Calligraphie Clean Po Geometric FUMY ART DECO Friendly Rounded on packs Ahmit THE QUICK BROWN FOX JUMPS OVER THE LAZY DOG The Tipoteca Senes Adobe Originals To fonts View Family Flugs 30 business Content velocity drives digital engagement Creativity is a 21st century educational imperative Video creation is exploding Web & mobile are rapidly maturing creation surfaces ontact rofile ettings © 2021 Adobe. All Rights Reserved. Adobe Confidential.#53Content is powering the creator economy Big today Growing fast >1B Social media accounts actively posting content and building audience¹ >90M Small businesses on social media platforms² 50M Creators monetizing content online³ d >4.4M New US businesses created in 2020, highest on record4 50% Of US millennials have a side-hustle5 Source: 1. Adobe Analysis, as of Dec 2021; 2. Facebook blog post, 2019; 3. SignalFire, 2020; 4. US Census; 5. LendingTree survey of adults, Oct. 2020 A Adobe Adobe leadership O 2 >600M Non-CPro Free and paid MAU across mobile, web or desktop apps for CC and DC Broad portfolio of category-defining apps: Photoshop, Illustrator, Premiere, InDesign, XD, Acrobat, Adobe Stock, Lightroom, Photoshop Express & Premiere Rush Sensei-powered innovation Mobile & web surfaces for creation New Creative Cloud Express offering © 2021 Adobe. All Rights Reserved. Adobe Confidential.#54Everyone's a content creator Students Small businesses A Adobe Creative professionals Communicators ahor CO T Marketers Social content creators © 2021 Adobe. All Rights Reserved. Adobe Confidential.#55Creative Cloud business momentum 2 1 Percentage of new Source: Adobe, as of Q4 FY 2021 A Adobe individual subscribers during FY 2021 >100% Y/Y growth of Substance ARR (3D & Immersive) >70% Individual subscribers new to CC franchise ¹ >28M Behance members >100% Y/Y Growth of Stock downloads in enterprise >55% CC mobile ARR growth in last 12 months: Lightroom, Photoshop Express, Photoshop & Illustrator on iPad >400M Mobile IDs created cumulatively >50% Y/Y MAU growth for Frame.io >300M Total CC app downloads across desktop, mobile in last 12 months >600M Non-CPro free and paid MAU across mobile, web or desktop apps for CC and DC © 2021 Adobe. All Rights Reserved. Adobe Confidential.#56Apps Cloud services A Adobe Multi-Surface Apps Desktop Apps Mobile Apps Content Creative Cloud Express Adobe Creative Cloud Comprehensive offering across desktop, mobile & web Pr Premiere Pro Xd XD Ps Photoshop Camera f Adobe Fonts St Adobe Stock Pf Adobe Portfolio Ps Photoshop Ae After Effects Dw Dreamweaver Ps Photoshop Express Lr Ai Photoshop Lightroom Lrc Photoshop Lightroom Classic ld InDesign Fr Fresco Community Bē Behance Adobe Live Training Illustrator An Animate Ic InCopy Ru Ar Premiere Rush Au Audition Pt Substance 3D Painter Teams Aero Ch Character Animator Ds Substance 3D Designer Creative Cloud Libraries Creative Cloud Spaces (Beta) Creative Cloud Canvas (Beta) & Acrobat Pl Prelude Sa Substance 3D Sampler 44 Ps Photoshop (web) Me Media Encoder Sg Substance 3D Stager Ai Illustrator (web) Co-Edit Collaboration Design Systems )))₁. Frame.io © 2021 Adobe. All Rights Reserved. Adobe Confidential.#57Creative Cloud: audiences & products Creative professionals Communicators Consumers Students DDOM A Adobe Discover Compositing in Photoshop Masking in video Stakeholder review 3D graphics in Illustrator Design a flyer Try Remove background Instagram Story Textures in Substance 3D Make a birthday post Desktop Apps Ps Lr LrC An Au Ch ld Ae Me Pr Ru Dw Xd Ai Sg Pt Sa Ds Br Mobile Apps Ps Ru Ic Ps Lr Fr Xd Ar Ca Web Quick Actions hi Ps All quick actions Buy Edit your photo Powered by Adobe Photoshop Remove background Convert to JPG Convert to PNG Edit your video Trim video Resize videe Mergo videos Convert to GIF Modify your file Powered by Adibe Acrobat Convert PDF Convert from PDF Creative Cloud Shared Services APIS: Imaging, design & video Content: Adobe Stock, Adobe Fonts, Templates Collaboration: Creative Cloud Libraries, Cloud Documents, Spaces, Frame.io Workflows: Cross-app formats Creative Cloud Express Use Create Content Go further with Renew © 2021 Adobe. All Rights Reserved. Adobe Confidential.#58C 421 Creative Cloud strategy: unleashing creativity for all Empower the world with content-first, task-based Advance every creative category across desktop, web & mobile creativity THE OX Bla 5% day Wild That Down 4 10 AMAZING APPS TO HELP YOU GROW YOUR BUSINESS HUGE SALE WORKSHOPS A Adobe GOOD MORNING! SALE Summer N TOUR you are exactly where you need to be MER Soldes -20% premie 102 Wear it, style it. MPETITION TIME! Deals That Are Out of Worl 5000/4 WHAT? CRUSH WHAT? + C BOOM ZIN FARM Democratize 3D & immersive content creation 10:04 Pecce Enable seamless collaboration across all stakeholders ... Do MAX S Apps Files Discover Stock & Marketplace Images MAX V AMANIN PROGRESS ● Me Fra SHIP Search Featured Photos ustrations Vectors Videos Audio Templates Free Premium Fonts Plugins 30 Libraries MAE ESTEBAN CAromat Explore Adobe Stock assets, 3D, plugins, and fonts Adobe MAX The Creativity Cond Collection highlights Access standout stock assets, 3D content, fonts, and software plugins IT FOUNGRY SHOW P 0400 Projects KAGING Inspire and empower the community through sharing & monetization LIVE Find Your Personal Illustration Style with Meg Lewis - 1 of 2 Watch Livestream Adobe Live What's New Find Your Personal Illustration Style with.... Adobe Live Adobe Live Schedule Today at 11:30 AM Illustrated Stories Behance For You Discover Today's Work in Progress LIVE Your Subscriptions 2D Animation with Pixipul Pixipui Dadoria Today at 12:00 PM Livestreams b Projects from creatives you follow and more Michèle Fournier @Steve Festus Cossaboom keep my eclectic rooms as they are, lol. The tension doesn't bother me. Meg is right! Livestreaming with Davis Knox from Fresco Davis K Tracker 16110 Stone Cole Looking forward to trying this out! Kornel Kaźmierczak @Kristi Faith welcome to the family :D Today at 2:00 PM 17:00 Change Backgrounds Photoshop Daily Creative Challenge-Change... Adobe Live-2 hours ago T Today at 2:30 PM DESIGN SunC Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential. Subscribe#59C 421 Creative Cloud strategy: unleashing creativity for all Empower the world with content-first, task-based Advance every creative category across desktop, web & mobile creativity THE OX Bla 5% day Wild That Down 4 10 AMAZING APPS TO HELP YOU GROW YOUR BUSINESS HUGE SALE WORKSHOPS A Adobe GOOD MORNING! SALE Summer N TOUR you are exactly where you need to be MER -20% premie 102 Soldes Wear it, style it. MPETITION TIME! 2519 Deals That Are Out of Worl WHAT? WHAT? www +e Воом Democratize 3D & immersive content creation W Enable seamless collaboration across all stakeholders MAX BHU Explore Adobe Stock assets, 3D plugins, and fonts Collection highlights De Inspire and empower the community through sharing & monetization Find Your Personal Illustration Style with Meg Lewis - 1 of 2 Adobe Live What's New illustration Style with... Adobe Live Schedule Today's Wakin Michble Fournier Steve Festus Cosseboom /1 dombather ne. Meg is right Stone Cole Looking forward to trying this cat! Komel Kazimierczak @Kristi Fails welcome to the family D An Livestreaming with Davis Today FM SPE IM Photoshop Daily Creative Challenge Change... 2 © 2021 Adobe. All Rights Reserved. Adobe Confidential. P#60of +1 a 0 of of of ● Empower the world with content-first, task-based creativity Introducing Creative Cloud Express ● ZENERGY CLASSES NOW OPEN YOGA WORKSHOP @am-O Q2. ZENERGY YOGA WORKSHOP Effects Fulfill creative need with easy task-based mobile & web solution A Adobe 8 Fiters Capture creative intent-based search through SEO Quick actions deliver magic without learning curve (remove background, trim a video) On-boarding guides users to successful content creation Free to get started All templates ● GOR ● New Year! stipe TRAVEL T BEKENDHINESI WHAT A WONDERFUL WORLD Edit text Tacitus Light Tacitus Pro Bold Accelerate success with Adobe's unparalleled content collection Main style + > Trajan Pro 3 (6) leads to adventure True North Inline Regu > URW DIN Cond (2) Ultra Regular > Utopia Std (25) Viktor Script Regular Wanderlust Shine Reg... > Warnock Pro (32) Whome Regular More fonts World's most beautiful ingredients designed by our professional community and curated by Adobe Largest content collection of templates, stock images, fonts and design assets LEARS AVENTU LEADS TO ADVENTURE LEADS TO ADVENT LEADS TO ADVENT leads to adventure leads to adver leads to adventure leads to adventure leads to adventure leads to adventure leads to advents Sensei-powered search helps find the perfect content for any project Quick actions Resize image Remove background Convert to JPG Convert to PNG ● ● We ● Resize video Merge videos Convert to G Crop video Olang speed Convert to MN Reverse video Convert PDF Convert from PDF Quick Action Quick Action Leverage Adobe Sensei and the world's best creative apps Remove background Remove background Photoshop, Premiere and Acrobat power Quick actions (Remove Background, Resize, Reverse video, Convert to PDF) Offering includes Photoshop Express, Premiere Rush mobile, Adobe Stock and Adobe Fonts Integrated Creative Cloud Libraries and shared templates connects Creative Cloud Express and Creative Cloud workflows bento box Lunch special bento box lunch special 九月ラーメン in * ● ● 九月ラーメン bento box Lunch special bento box lunch specie 九月ラーメン Enable content creators to engage their audience O Drag and drop social content publishing and analytics to build brand, engage audiences 九月ラーメン bento box lunch speci Social planning & publishing with acquisition of ContentCal Added 08 Sep 2020 Community ambassadors for learning & inspiration Content marketing with tips & tricks to build business & audience © 2021 Adobe. All Rights Reserved. Adobe Confidential.#61Empower the world with content-first, task-based creativity Scaling Creative Cloud Express + Home O Projects Ⓡ U Libraries 88 Apps Ⓡ Learn ● ● Adobe Creative Cloud Express ● Jessica, create confidently, share fearlessly Create a new project From your templates Instagram story My wenke in LA Try a quick action NEW M Pricing Recommended Image Video Files Remove background Instagram post A Adobe Q Search over 50,000 templates Crop image BACK SCHOOL Facebook Trim video SOCIAL Resize image Poster FLORA & CO Logo Resize video Make an impression. Upgrade MEETING LA LOT TO Flyer Custom size Merge video Freemium model Monthly subscription access to premium features and content 0 Smute SINIKE smere STTICE Collage Premium content and features included with most paid CC plans 88 A View all > View all > Belize in Q monstera 57,424 results from Adobe Stock ● ● ● Premium ● Working towards a greener future. SUSTAINABI Product-led growth € Unlock incredible images With your Creative Cloud Express membership: ✓ Unlock Convert & Export PDF actions, Premiere Rush and Photoshop Express ✓ Get next level with the full library of templates, effects, assets, and Adobe Fonts ✓ Build your brand with your own logos, colors, and fonts Start 3-month free trial Limited time offer. US$9.99/mo Learn more Billing begins when your free trial ends. Cancel before free trial ends and DDOM based acquisition Web & mobile user onboarding and engagement Replace X Rapid user journey optimization Experiment further in emerging markets ground Crop ● ● ✪ ● Remove background Broad adoption d. Erase d Restore De t Leverage existing footprint across education, reseller and enterprise Drive usage in K12 Proliferate web-based quick actions throughout Adobe and 3rd-party apps © 2021 Adobe. All Rights Reserved. Adobe Confidential.#62Creative Cloud strategy: unleashing creativity for all Empower the world with content-first, task-based creativity Advance every creative category across desktop, web & mobile 5 1 THE OX 10 AMAZING APPS TO HELP YOU GROW cay Wild YOUR BUSINESS HUGE SALE WORKSHOPS A Adobe GOOD MORNING! SALE Summer AR TOUR exactly Solde Wear it, style it, MPETITION TIME Deals That Are Out of Worl 01 5000/4 WHAT? CRUSH WHAT? + C BOOM ZIN FARM Democratize 3D & immersive content creation 10:04 Pecce Enable seamless collaboration across all stakeholders ... Do MAX S Apps Files Discover Stock & Marketplace Images MAX V AMANIN PROGRESS ● Me Fra SHIP Search MAE ESTEBAN CAromat Featured Photos ustrations Vectors Videos Audio Templates Free Premium Fonts Plugins 30 Libraries Adobe MAX The Creativity Cond Explore Adobe Stock assets, 3D, plugins, and fonts Collection highlights Access standout stock assets, 3D content, fonts, and software plugins IT FOUNGRY SHOW P 0400 Projects L KAGING Inspire and empower the community through sharing & monetization LIVE Find Your Personal Illustration Style with Meg Lewis - 1 of 2 Watch Livestream Adobe Live What's New Find Your Personal Illustration Style with.... Adobe Live Adobe Live Schedule Today at 11:30 AM Illustrated Stories Behance For You Discover Today's Work in Progress LIVE Your Subscriptions 2D Animation with Pixipul Pixipui Dadoria Today at 12:00 PM Livestreams b Projects from creatives you follow and more Michèle Fournier @Steve Festus Cossaboom keep my eclectic rooms as they are, lol. The tension doesn't bother me. Meg is right! Livestreaming with Davis Knox from Fresco Davis K Tracker 16110 Stone Cole Looking forward to trying this out! Kornel Kaźmierczak @Kristi Faith welcome to the family :D Today at 2:00 PM 17:00 Change Backgrounds Photoshop Daily Creative Challenge-Change... Adobe Live-2 hours ago T Today at 2:30 PM DESIGN SunC Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential. Subscribe#63Advance every creative category across desktop, web & mobile Continue to invest in Adobe magic across flagship applications ● Accelerate imaging, video & design workflows through Adobe Sensei Drive immersive experiences with Premiere, Substance 3D & Aero Connect designers and stakeholders with XD, Photoshop web and Illustrator web Deliver creative system across desktop, web and mobile apps A Adobe www MALIH ALATE S Final Jhonn... 100% P XXX Layers Layer 130 Layer (29 Laver 120 Layer 127 Layer 16 Layer 125 Layer 124 Layer 123 Layer 122 Layer 121 Laver 120 Layer 119 WHAT? WHAT? CRUSH! Desync WO 8 5 O 5₂ 143 9 Go C 19 O X T BOOM e sh © 2021 Adobe. All Rights Reserved. Adobe Confidential.#64Democratize 3D & immersive content creation Build approachable 3D tools that can reshape markets ● ● Introduce designers to new mediums like 3D, video Create, capture & paint in 3D with industry's most comprehensive solution: Substance 3D Stager, Painter, Sampler & Designer Increase business agility & reduce costs by enabling virtual photo-shoots, product design & web catalogs Accelerate development of games and the metaverse through rapid asset and scene design A Adobe 7. ASSETS Starter assets Libranes Q Search Starter assets ✔ Physical lights R Area Design Render Point Interior haussmm Environment stages Interior ateber s... Interior brutalist Studio white ha Spot Studio white um Directional Circle Studio black solt Studio white so ✓ Environment lights Square Ray tracing Untitled 12417% Camera 9x SCENE Q Search Scene, Environment room e sofa table generator table dressing pillow blanket set dressings Area Spot ACTIONS PROPERTIES Scene units Centimeters Grid 0 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#65Enable seamless collaboration across all stakeholders Expand access to stakeholders and make creative professionals more productive ● ● ● Adoption of Creative Cloud shared libraries for brand consistency Role-based stakeholder "share for review" with Frame.io, Photoshop web and Illustrator web Stock and Fonts are core to content creation workflows Cloud documents foundational to collaboration across surfaces Streamlining creative teamwork with Creative Cloud Canvas and Spaces beta A Adobe 12:51 00:00:14:52 Phone X Commercial v6.mov Yambo-30 min ago Comments File info (Beta) E Michella lust now Approved In progress Needs Review None V6 < MAX IDENTITY MARK canvas.adobe.com 다 Needs review 09-05 MAN Dia ak Adobe Fonts MAX 2021/MAX 2021 id-IN PROGRESS SHIP Adobe MAX... MAX 100% Featured MAX 2021 EMAIL CAMPAIGNS Bushra Mahmood Adobe Phot Photos Apps Files Discover Adobe Crea Search proj Images SPEAKER HEADSHOTS Ning 14 COCCO Stock & Marketplace Search proj Search LOOOOOOV THIS YEAR LINEUP!!!! Illustrations Vectors Videos Audio Templates Free Premium Fonts Plugins 3D Libraries Explore Adobe Stock assets, 3D, plugins, and fonts of Collection highlights Access standout stock assets, 3D content, fonts, and software plugins F © 2021 Adobe. All Rights Reserved. Adobe Confidential.#66Inspire & empower the community through sharing & monetization Drive acquisition, engagement and retention through a vibrant creative community ● ● ● Growth of livestreaming with Adobe Live boosts viral app discovery and inspiration Upskilling through in-app learning and community Behance is the professional hub for creatives worldwide Adobe Stock helps creative professionals monetize their work A Adobe = Be Home LIVE Find Your Personal Illustration Style with Meg Lewis - 1 of 2 Watch Livestream Adobe Live What's New LIVE Adobe Live auf Deutsch 1200 DRAWING & PAINTING Find Your Personal Illustration Style with... Meg Lewis Ps LIVE Graphic Design 2D Animation with Pixipui Divisi Photoshop LIVE Illustrator Michèle Fournier @Steve Festus Cossaboom I'll keep my eclectic rooms as they are, lol. The tension doesn't bother me. Meg is right! Stone Cole Looking forward to trying this out! UNDI Kornel Kaźmierczak @Kristi Faith welcome to the family :D Ae Livestreaming with Davis Knox from Fresco Fresco PARY DAZZLO UNIKA 27:00 Deity Creative Challenge Change Backgrounds with Jesús Ramirez Fr Photoshop Daily Creative Challenge Change... SUBSCRIBE Ps Ps Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#67Creative Cloud: audiences & products Creative professionals Communicators Consumers Students DDOM A Adobe Discover Compositing in Photoshop Masking in video Stakeholder review 3D graphics in Illustrator Design a flyer Try Remove background Instagram Story Textures in Substance 3D Make a birthday post Desktop Apps Ps Lr LrC An Au Ch ld Ae Me Pr Ru Dw Xd Ai Sg Pt Sa Ds Br Mobile Apps Ps Ru Ic Ps Lr Fr Xd Ar Ca Web Quick Actions hi Ps All quick actions Buy Edit your photo Powered by Adobe Photoshop Remove background Convert to JPG Convert to PNG Edit your video Trim video Resize videe Mergo videos Convert to GIF Modify your file Powered by Adibe Acrobat Convert PDF Convert from PDF Creative Cloud Shared Services APIS: Imaging, design & video Content: Adobe Stock, Adobe Fonts, Templates Collaboration: Creative Cloud Libraries, Cloud Documents, Spaces, Frame.io Workflows: Cross-app formats Creative Cloud Express Use Create Content Go further with Renew © 2021 Adobe. All Rights Reserved. Adobe Confidential.#68Creative Cloud: activating an expanding customer universe Total Potential Users in 2024 ~4B Consumers Hobbyists, Enthusiasts, K-12, Social Media Users ~900M Communicators Students, Marketers, Knowledge Workers, Businesses ~68M Creative Pros Creative Pros Seeking power and precision in creative tooling Increasingly engaging across multiple media types and surfaces Highly collaborative, especially in new work environment A Adobe ● ● ● Communicators Focus on tasks and need to stand out with content-rich communication ● ● Consumers Engage on social media through creative expression Interested in fun web and mobile products ● Source: Adobe, International Labor Organization; U.S Bureau of Labor Statistics; Business Software Alliance Desire content-first authoring paradigm for ease of use Many aspire for more power and precision through CC © 2021 Adobe. All Rights Reserved. Adobe Confidential.#692024 Creative Cloud Total Addressable Market 2023 Creative Cloud TAM ~$41B Source: Adobe, December 2021 A Adobe ~$25B Creative Professionals Continued momentum in creative job growth • Increasing value through collaboration • Expanding reach with web-first creative solutions . . ● Growing adoption of 3D&I Growth in Adobe Stock adoption Monetization of video collaboration with Frame.io ~$31B Communicators • 2024 Creative Cloud TAM ~$63B ● • Easy-to-use tools for non-pro creators Expanding reach with web & mobile creative tools Growth in content creation among students, marketers and small businesses ● Explosive growth in creator economy Content-first creation for range of use cases ~$7B Consumers ● ● . Addressing needs of photo and video enthusiasts Web-based creative tools for range of use cases Monetization of mobile offerings Creativity as a 21st century skill © 2021 Adobe. All Rights Reserved. Adobe Confidential.#70Creative Cloud growth drivers Flora Zero Gravity Roon.mp4 A Adobe Yambo Tuk Growth in creative jobs · Rise of the Creator Economy Increase in consumer photo & video Focus on 21st century skills in education · Increasing demand for 3D & immersive · Consistently high new user demand Data-driven operating model · Digital journey optimization · Product led growth Frictionless onboarding through Quick Actions Strategic partnerships Upsell opportunities . ● Global Expansion Engagement & retention activities Large and growing community . . . SMART MATERIALS Genuine software programs © 2021 Adobe. All Rights Reserved. Adobe Confidential.#7123 DOUGE Document Cloud P AVA A Adobe SEA 1 2 2 BROW N OG VEMO T Soch M chang 7. Concellation Suhail H hanges 10:39 AM Ant a moment. Michelle Smith is an agreement toy DEC off 0 Capturing held y COMPANY OBERVIEW PROJECT ONERVIEW OVERVIEW Edit PDF THE TRUSTED THIGI MANUFA AND DE SPRING COLLECTION FREADING STU co COMPANY OVERVIEW OVERVIE 11 Juny SPRING COLLECTION Collection © 2021 Adobe. All Rights Reserved. Adobe Confidential.#72Cer Market landscape: digital documents core to future of work OUR PROMISE Marketing Miha je vlagaad su A Adobe amome Michelle Smith Projec le a Comment Edit PDF APIs enable custom workflow development Fill and Sign Organize Pages 3 DELIVENT SCHEDULE Seler shall commence to manufacture within [NUMBER] weeks following recep Subject to the provisions of Section Five, seller will complete such manufactur svakale for inspection at seler's not ner than if buyer's inspect adjustments, seller shall have a reasonable time to comect such defects and m as are necessary Dayer shall then have an opportunity to make a fal preshp d potions for shipment and buyer s shad buyer's respectives Type text here Companies are investing in sustainability 03 Byer Siguure My goals 04 Seler Signature ΟΙ Mame/Address BUSINESS PLANNER-INTRODUCTIO SINESS NAME 02 BENESS TARLINE & Fill and Sign 03 Best. Seals. Ever. PDF is the format for unstructured data AI & ML enabling document intelligence PDF related search terms exploding Productivity enabled through mobile & web Businesses are modernizing document workflows E-signature increasingly integrated into document creation Organizations increasing content accessibility My goals Deals. /ROY TOWNSEND Al-Powered Marketing About us. San Rarige Mark @hav tunape 01 Aa Metal Fabrication only be built by another Bodea production line ystem, the Bodea Automater GS2000. As an nationally recognized manufacturer of pment, there is no better turnkey production and machinery for manufacturing systems. innovative manufacturing technology has an unsurpassed for centuries Bodea provides its partners and authorized facilities with solutions, products, and services throughout the entire lifecycle chain, including and/or semiautomatic machinery, testing modules, design specifications, certifications, training and certification transfer, and personalized solutions. Make a stand with your brand. *** Make a Student Sandbook 2021 Ged a INVOICE D Handbook MENG S TOMAT 0 02 B CONTRACT C 2019 ANNUAL INSIGHTS STATISTICAL GAINS 2020 © 2021 Adobe. All Rights Reserved. Adobe Confidential. O#73Document Cloud business momentum of Source: Adobe, as of Q4 FY 2021 A Adobe >100% Y/Y growth of Web Monthly Active Users >85% Y/Y growth of Adobe Sign transactions in Acrobat >150M Installs of Acrobat extension for Google Chrome >2.5B Mobile + Desktop devices with Reader or Acrobat installed >320B PDFs opened or created in DC apps in last 12 months >100M New free & paid sign ups in last 12 months >400M Liquid Mode files processed in last 12 months Trillions PDFs in email, cloud & web © 2021 Adobe. All Rights Reserved. Adobe Confidential.#74Document Cloud strategy Deliver task-based document verbs to satisfy explosive organic demand Best. Seals. Ever. Deals. A 飞 LOR PDF Convert OD 30 000 WT DI DAIIVLTESO & 40 GA Oil Pan About us. T TOWNSEND Adobe Acrobat DC PDF software | Adobe Acrobat More than five million organizations around the world rely on Acrobat DC to create and edit PDFs, convert them to Microsoft Office formats, and so much more. When you're working remotely and need tools that empower collaboration and help you keep business moving, use Acrobat DC-and go make it happen Edit A Adobe Susan Ramage EZO Change to Who we are Share d PDF 3 Sign Proliferate e-signatures by integrating into Acrobat across all surfaces AL from Contract Contractor will NOT have access and contrib 42. Other IN WITNESS WHEREOF, the Parties have execut Owner Signature Owner Representative Signature Contractor Signature 2 Click here to sign Contractor Representative Signature OL Drive Acrobat innovation with Liquid Mode & Sensei- powered intelligence Aa O Metal Fabrication only be built by another Bodea production line system, the Bodea Automater GS2000. As an ernationally recognized manufacturer of pment, there is no better turnkey production and machinery for manufacturing systems. innovative manufacturing technology has en unsurpassed for centuries Bodea provides its partners and authorized facilities with solutions, products, and services throughout the entire lifecycle chain, including and/or semiautomatic machinery, testing modules, design specifications, certifications, training and certification transfer, and personalized solutions. only be built by another Bodea productic system, the Bodea Automater GS2000.. internationally recognized manufacturer equipment, there is no better turnkey pro line and machinery for manufacturing sy This innovative manufacturing technolog been unsurpassed for centuries A 120% Line Spacing Bodea provides its partners and authorized facilities with solutions, products, and services throughout the entire lifecycle chain, including and/or semiautomatic machinery, testing modules, design specifications, certifications, eining and certification transfer and Reading Setting A AV Reset All Unlock business workflows through PDF & Adobe Sign APIs // Create an ExecutionContext using credentials const executionContext = PDFToolsSdk. Execution. createPdfoperation PDFToolsSdk.CreatePDF.Oper // Set operation input from a source file. const input = PDFToolsSdk.FileRef.createFrom.ex createPdfoperation.setInput (input); JSON Process automation Systems of record Content republishing reeme... Leverage diversified Adobe and partner GTM motions to reach all segments M Tell me what you want to do E * A More Styles Styles Adobe Sign ragraph en disc mu rve: des ma Natural language processecr npla and 5, m the f its info Saved ¶1 Fill & Sign + Share P ab час EDIT IN WORD Fill and Sign Editing xh xl Send for Signature Agreement Status Adobe Sign You have signed the document. To download the signed document, please click on 'Save a Copy' © 2021 Adobe. All Rights Reserved. Adobe Confidential. X#75Deliver task-based document verbs to satisfy explosive organic demand Capitalize on the global demand Adobe has created for PDF actions on web and mobile ● 21 PDF frictionless verbs, growing share of voice for 80M+ monthly PDF searches¹ Innovative Acrobat browser functionality laid foundation for Chrome extension and Microsoft partnership Premium verbs and frictionless onboarding driving paid offering upsell on desktop, web & app stores 1. As of December 2021 A Adobe Convert to PDF Turn almost any file into a PDF Try now TH Best. Seals. Ever. Deals. Rotate PDF Pages Rotate pages to portrait or landscape mode www Sonen Deut Comment & Fill and Sign Edit PDF Organize Pages G PAIT TO I TU 0 8 8 4 About us. The best the bearing And that's where you start when you choose Townsend S ndweedeated an estances, the idea foundation for your business. puttons at the fingertips of today's demanding consumers with t top of sind Fron disasters to furnaces, ar conditioning to a fyers to water put hold round the world are living the more humon with an est applices Putnering with Townsend Supply has never been easier. Our disibution network des the plate ori Natacket to butu Our products are apending ous al cont honor the waranty all of them. So whether you're atac cermactor parbe, u wave solution for you, including a ne of whitelabel products Send Powder program that will adow you to meet the needs of your cu sted with the best Get in touch Toumen Supery today Auto Try now PDF to JPG Convert a PDF to JPG or other image formats TOWNSEND Delete PDF Pages Remove pages from your PDF & As Try now Susan Ramage Aug 21, 2020 highlighted text Change to: Who we are e Edit PDF Add notes, highlights, and other annotations 2.2..... Make great work happen from anywhere Adobe invented the PDF format. So when you use our online PDF converter tools, you can trust you'll get the highest quality results. CC Reorder PDF Pages Rearrange pages in your PDF D 8 MO es 0 Post *** O Compress PDF Reduce the size of your PDF for easier sharing Try now Fill & Sign Complete a form and add your signature © 2021 Adobe. All Rights Reserved. Adobe Confidential.#76Proliferate e-signatures by integrating into Acrobat across all surfaces Bring e-signatures to where agreements live to accelerate business automation and productivity ● ● Users want single integrated solution to create documents, sign them and collect signatures Driving rapid adoption of Adobe Sign in Acrobat and Reader Expanding offerings and making Adobe Sign native in Acrobat to drive discovery and growth A Adobe Contract 2. PAYMENT Buyer agrees to pay for the goods as fo agreement. [4] within (NUMBER) days an intent to make delivery at expiration of regoed its prospect of receiving the last s 3. DELIVERY SCHEDULE Seller shall commence to manufacture w Subject to the provisions of Section Five available for inspection atseller's plant r adjustments, seller sha as are necessary. Buyers shall pay all expenses of shipment, including insur Click here to sign Buyer Signature Name/Address Request for Proposal OD CONTENT 1. Purpose of RFP II. RFP Schedule III. General Information IV. Underwriting Team V. Instructions VI. List of attachments Please contact the procurement agent with questions. Type text here A Click here to sign QATURE An Cancel Apply © 2021 Adobe. All Rights Reserved. Adobe Confidential.#77Drive Acrobat innovation with Liquid Mode & Sensei-powered intelligence Unlock data and deliver transformative reading experiences with Al & ML ● ● ● Mobile viewing: Sensei-powered Liquid Mode is becoming default experience Document productivity: Industry- leading PDF search & form field detection Unstructured data: Extract functionality lets businesses & developers pull data & meaning from documents A Adobe A 100% Line Spacing Reading Settings A Reset All AV 95% Our systems report an unprecedented improvement in technology updates, with 95% of all product lines now working with the latest systems, software build 313012.b2. Our collaborative projects and capacity building were achieved by working closely with primary administrators as well as with our many partners. 100% Aa Qu AV ical Advancement Council place in October to discuss n universal manufacturing d the role of robotics and ing. The event, co-organiz with the Asian Pacific Technology League, led various initiatives on access to machinery, including participation in various conferences Aa Q ¹ 2017 32% IMPROVED CUSTOMER SATISFACTION Upon deployment of customized Al customer satisfaction rates jumped significantly, in direct response to increased efficiency. 2019 59% ACCELERATION IN PRODUCTIVITY www Workflows experienced a significant jump in productivity, utilizing Al technology in the automation of repetitive workflows, vastly improving overall efficiency. ос OT Aa Q d Tap to view Outline OUR STORY A Family Business For over half a millennium, we have been producing and distributing the world's finest products. In 1430, our founder, Laurens apprenticed as a blacksmith in Marienb Preussen. Along with his siblings and ch he established one of the greatest tradir of the era-focusing entirely replica prir after the Gutenberg monopoly was revol mid-15th century. Bodea established ko throughout Central Europe and became influence in the Hanseatic League. A Family Business Bodea Worldwide Pioneer in Manufacturing Premiere Parts Automated Facilities Chain Management Metal Fabrication After the discovery of the new world, Bodea Worldwide constructed one of the first factories in the Americas the shores of what is now New Jersey. Some cau © 2021 Adobe. All Rights Reserved. Adobe Confidential.#78Unlock business workflows through PDF & Adobe Sign APIs Underpin growth in document workflows and automation with PDF ● Imperative for businesses to improve efficiency, employee, and customer experience by automating manual, repetitive workflows PDF, Adobe Sign APIs enable developers to easily access and build powerful document workflows (Create PDF, Protect PDF, Send for Signature) Expanded integrations with low-code & no-code platforms & line of business apps A Adobe 2/23/2021 Kessler, Mraz and Miaz Scope Milestones Kessler, Mraz and Mraz Austria Port Chelseybury 43385-1423 Kyra Statement of Work Design and development of mobile app An MBA with 5 years of experience developing and managing marketing campaigns and specialized working knowledge of Google Analytics and AdWords, seeks the role of Social Media Marketing Manager with XYZ Inc. to implement successful digital marketing campaigns and provide exceptional thought leadership. Date May 1st June 24th Specification Phase I: Identify problems to be solved. Meet with stakeholders to define the project. Assess risk, set scope and budget. Phase II: Design end to end user experience on clickable prototypes for both iOS and Android devices JSON Process automation Systems of record Natural language processing Content republishing © 2021 Adobe. All Rights Reserved. Adobe Confidential.#79Leverage diversified Adobe & partner GTM motions to reach all segments Grow Acrobat via every route to market ● ● ● ● Freemium Reader model continues to drive Acrobat growth Adobe.com optimized for SMB and individuals Adobe Scan, Acrobat web & mobile drive new user adoption Microsoft and Google partnerships expand reach of Acrobat and Adobe Sign Joint GTM with Experience Cloud for large enterprises A Adobe > + New A D OP 8 18 回 Drive a My Drive Computers Shared with me Recent Starred Trash Storage 946.6 MB of 15 GB used Buy storage My Drive Suggested Name E 土 0 E NDA - December 11₁ E Search in Drive 1₁ E 1₁ Y NDA- December v02 Sales Figures Moodboard NDA - July Status Q3 Marketing Brief Sales Form NDA- January Quarterly Earnings Status Report 9+ N → Preview Open with B Share Get link Show file location Add shortcut to D Move to Owner Ⓡ View details Make a copy Download Add to Starred Rename Remove FILE A Paste 00 J Clipboard Last modified 4:49 PM me C Word Online HOME INSERT B 4:46 PM me Cambria (Body) Google Docs Adobe Acrobat for Google Drive I A ↓ U A PAGE LAYOUT 12 abe A Font 11 : File size 1 KB. P Global Corp Nondisclosure Agreeme... Saved 3 KB X₂ REVIEW X VIEW Tell me what you want to do € € = Paragraph It is understood and agreed to that the below identified disc information may provide certain information that is and mu ensure the protection of such information, and to preserve under patent and/or trade secret laws, it is agreed that: E 1. The Confidential Information to be disclosed can be des Invention description(s), technical and business informa ideas and inventions, ideas, patentable ideas, trade secr illustrations, patent searches, existing and/or contempla research and development, production, costs, profit and finances and financial projections, customers, clients, m future business plans and models, regardless whether designated as Confidential Information at the time of its Non-Disclosure Agreem Fill & Sign 2. The Recipient agrees not to disclose the confidential inf discloser to anyone unless required to do so by law. ¶1 More Styles Style Adobe Sign + P ab час Share EDIT IN WORD xli Fill and Sign xl Send for Signature Agreement Status Adobe You have signed the document. To download the signed document, please click on 'Save a Copy' Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential. X#80PDF web services Convert to PDF Word to PDF PPT to PDF Excel to PDF PDF to JPG Edit PDF Rotate PDF Pages Delete PDF Pages Extract PDF Pages Insert PDF Pages A Adobe T- JPG to PDF PDF to Word PDF to PPT E PDF to Excel Adobe Document Cloud Accelerating document productivity through Acrobat DO Reorder PDF Pages Compress PDF Merge PDFs Split PDF Request Signatures Fill & Sign Protect PDF Apps Desktop s d Acrobat Reader DC Acrobat Pro DC Web & Acrobat Mobile s Acrobat Reader Adobe Sign s & s & Acrobat Standard DC Adobe Sign Adobe Scan Document services through APIs ISVS, Sls, Enterprise & Developers ● ● ● Document Cloud platform innovation Liquid Mode on mobile Form field detection ● ● <\> ● <\> API Access to Embeddable Acrobat Viewer API Access to PDF Services & Adobe Sign Contract intelligence & data extraction ML authoring for Adobe Sign Reflowable editing with Al Smart find in Acrobat © 2021 Adobe. All Rights Reserved. Adobe Confidential.#81Document Cloud: audiences & products Knowledge workers Communicators Line of Business & IT; developers DDOM A Adobe Discover Acrobat Sign a PDF Download Reader Scan an invoice Send a secure contract Compress a PDF Try Edit a PDF Desktop Apps & & Acrobat Reader Acrobat Standard Mobile Apps f Acrobat Reader & Acrobat Pro do d Adobe Sign Adobe Scan Web Quick Actions Compress PDF Recent Documents My computer Drag and drop your file Add a file from your device Buy & d Sign Acrobat Adobe Acrobat with Sign Shared Services Document Generation, Extract, Create, HTML To PDF, Combine, Compress, Export, OCR, Protect & Adobe Acrobat Web, Mobile & Scan Use Access on the go Go further with Adobe PDF & e-sign APIs </ Create PDF from URL > </Extract PDF Content & Structure > </ Send for signing > </ Check Signature Status > Renew © 2021 Adobe. All Rights Reserved. Adobe Confidential.#82Document Cloud: activating a broader universe Trillions of PDFs ~3B Reader & Acrobat Users ~900M Communicators ~131M Knowledge Workers Acrobat ecosystem Essential value for remote and hybrid work Easy onboarding through mobile and web quick actions Integrated collaboration and e-signature workflows Broader opportunity through enterprise & global focus Migration to subscription drives continued growth A Adobe ● ● E-signature & embedded PDF services Essential value for remote and hybrid work Broader opportunity through emerging market growth Enable document automation and workflow solutions with Acrobat & Adobe Sign APIs ● ● ● Source: Adobe, IDC, International Labor Organization; U.S Bureau of Labor Statistics; Business Software Alliance © 2021 Adobe. All Rights Reserved. Adobe Confidential.#832024 Document Cloud Total Addressable Market & 2023 Document Cloud TAM ~$21B Source: Adobe, IDC, December 2021 A Adobe s ~$10B Knowledge Workers • High frequency & industry-specific use cases Expanded reach with Acrobat verbs • E-signature for business users integrated in Acrobat • Sharing for commenting and review Business & enterprise adoption and growth 2024 Document Cloud TAM ~$32B ~$8B Communicators Expanding use of PDF for business, personal and education tasks Web & mobile use cases ● Frictionless free-to-paid conversion • E-signature for individuals integrated in Acrobat ~$14B Document Services & APIs Document workflows and process automation Acrobat and e-signature solutions & APIs Seamless integration with line of business apps Market expansion driven by remote/hybrid work and emerging market growth ● © 2021 Adobe. All Rights Reserved. Adobe Confidential.#84Adobe Document Cloud growth drivers Make a s with you Make TAKE ME ON TAKE Jules Deal A Adobe COMPANY OBERVIEW PROJECT OVERVIEW OVERVIEW Al-Powered Marketing Projected Pred THE TRUSTED Conversion, engagement & retention optimization s Data-driven operating model O . T TOURIERS 13 New Document ANY " INVOICE 3/18/2 Crop Rotate Student Sandbook 2021 Color Handbook Importance of remote & hybrid work Growing number of small businesses Transition from paper to digital Increasing number of PDF related searches . Frictionless onboarding with web & mobile apps Modernization of business workflows Velocity of e-signature usage in Acrobat Digital journey optimization Microsoft partnership Continued Acrobat subscription migration Cleanup Lign © 2021 Adobe. All Rights Reserved. Adobe Confidential.#85Digital Media summary ● ● Content creation exploding with rise of creator economy High-impact content essential for business Collaboration an imperative for creatives Web and mobile surfaces essential to content creation E-signatures going mainstream with Acrobat integration Developer adoption of Adobe PDF & Adobe Sign APIs Smart Adobe PDFs differentiate Document Cloud Source: Adobe, December 2021 A Adobe DDOM + Product Led Growth & ~$95B TAM © 2021 Adobe. All Rights Reserved. Adobe Confidential.#86A Adobe Financial Summary & Growth Strategy Dan Durn | EVP & CFO December 16, 2021 Artwork by Davy Evans / UK#87A Adobe Q4 and Fiscal 2021 Financial Summary Artwork by Davy Evans / UK#88Q4 FY 2021 financial results Total Adobe revenue Digital Media ARR Digital Media segment revenue Digital Experience segment revenue Digital Experience subscription revenue Earnings per share Generated record $2.05 billion of cash flows from operations Repurchased ~1.6 million shares at cost of $1.00 billion Grew Remaining Performance Obligations (RPO) by 23% Y/Y to $13.99 billion A Adobe $4.11 billion (20% Y/Y growth) $571 million of net new ARR $3.01 billion (21% Y/Y growth) $1.01 billion (23% Y/Y growth) $886 million (27% Y/Y growth) GAAP: $2.57 (-45% Y/Y) Non-GAAP: $3.20 (14% Y/Y growth) © 2021 Adobe. All Rights Reserved. Adobe Confidential.#89TO FAVORITES HAT'S EWO Q4 FY 2021 financial highlights & commentary ● Adobe Creative Cloud ● d FONT FOUNDRY SHOWCASE FEATURED PLUGINS SUBSTANCE 3D PACKAGING A Adobe Follow bries that have been shared with you and your team 1000 • $2.48B revenue (19% Y/Y growth) Added $430M of net new ARR $10.30B ending ARR (17% Y/Y growth) Growth drivers: DIAMOND HEAD Traffic and acquisition of new users on Adobe.com Strength in the CC Teams offering Traditional Q4 enterprise seasonal strength Focus on co-selling CC Enterprise and Frame.io T Best. Seals. Ever. Deals. ● ● Adobe Document Cloud . About us. The best is just the beging And that's where you start when you choose Townsend tndwe're dedicated to human test appliances, the ideal foundation for your business 0 put the latest ovat ons at the perips of today's demanding consumers with top of mind Far distasters to furnaces, ar condooning to air thyers to water put holds around the words are living a te more human with human first appliances Comment 54 BOF L TOWNSEND Partnering with Townsend Supply has never been easier. Our disibuk the place on Naket to Tabucu Our products are operating across all 7 conta honor the warranty of ad of them. So whether ye a retales, contactat plante, setele w have a solution for you, including the of whitelabel products. We Authored 5 nice Provider program that will allow you to meet the needs stated with the bent. Get in touch Townend Supply today & Fill and Sign © Santong K $532M revenue (29% Y/Y growth) Record $141M of net new ARR • $1.93B ending ARR (31% Y/Y growth) • Growth drivers: P Susan Ramage Aug 21, 2020 highlighted text Change to: Who we are D Post Strong momentum across customer segments, verticals and geographies Web-and mobile-first tools Integration of Sign within Acrobat offering B A Adobe Experience Cloud 12 L 13 turn Left ● 21 light 22 33 cole Right coun wwww co Ⓡ ES Lr Adobe Photoshop Lightroom {{profile.person.n..., finish your "{{profile._aemon... "tutorial Learn the ins and outs of editing with step-by-step in-app tutorials crafted by the pros with Lightroom for mobile. Try Now $886M subscription revenue (27% Y/Y growth) • Growth drivers: BODY SETTINGS PIDHEADER STYLE ● · $1.01B revenue (23% Y/Y growth) 100 Differentiated real-time customer Experience Platform and app services Momentum in content and commerce, data analytics, customer journey and workflow management Driving customer value realization and cross-sell in customer base Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#90Q4 FY 2021 results A Adobe Americas 57% 98850 E EMEA 27% Asia 16% Q4 revenue by geography ● ● ● ● From a quarter-over-quarter currency perspective, FX decreased revenue by $19 million. Net of impacts from hedging, currency decrease to revenue was $7 million. From a year-over-year currency perspective, FX increased revenue by $37 million. Net of impacts from hedging, the year-over-year currency increase to revenue was $53 million. Trade DSO of 42 days Q4 FY 2021 effective tax rate of 16% on a GAAP and Non-GAAP basis © 2021 Adobe. All Rights Reserved. Adobe Confidential.#91Outstanding FY 2021 financial results Total Adobe revenue ● FY21 Original Targets¹ Digital Media annualized recurring revenue ARR (net new) Digital Media segment revenue Digital Experience segment revenue Digital Experience subscription revenue Earnings per share (GAAP) Earnings per share (Non-GAAP) Generated record $7.23 billion of cash flows from operations Repurchased ~7.2 million shares at a cost of $3.87 billion Grew Remaining Performance Obligations (RPO) by 23% Y/Y to $13.99 billion ● ~$15.15 billion² ~$1.75 billion ~19% Y/Y growth ~19% Y/Y growth ~22% Y/Y growth ~$8.57 ~$11.20 1 FY 2021 original targets provided on Dec 10, 2020. 2 Revenue targets were set based on October 2020 foreign exchange ("FX") rates, which for planning purposes assumed to be constant during FY 2021. Source: Adobe, December 2021 A Adobe FY21 Actual Results $15.79 billion $1.98 billion 25% Y/Y growth 24% Y/Y growth 27% Y/Y growth $10.02 $12.48 ↑ +$635 million ↑ +$230 million ↑ +600 bps ↑ +500 bps +500 bps ↑ +$1.45 +$1.28 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#92Adobe is a unique investment opportunity Massive markets A Adobe Outstanding financial performance imfence Products and platforms that create and lead industries Desktop Galaxy S7 IPad Retina Phone 8 iPhone 8 Plus iPhone X ing WE.RETAIL Galaxy S7 ning Ta www DE ALGE All-new winter collection DE ARGE Smaller Screen WI HAZA 0. Driving next decade of growth Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#93Adobe's massive opportunity FRESH Juice FAMBER TORREALB DESERT SUNSETS A Adobe Strong innovation engine Democratizing content creation filter People-first culture filter Metal Fabrication The digitization of everything Metal Fabrication The presion of our Beatium qu doluptin y the Bode Automater G52000 nationally Enabling work & collaboration Scaled ecosystem & network effects 09:28 Adobe's Foundation 12:05 07:49 01.58 PAYMENT SUCCESSFUL Category-defining products & platforms 46 90. Chry Thund Powering digital businesses Expanding customer base © 2021 Adobe. All Rights Reserved. Adobe Confidential.#94Adobe is a unique investment opportunity Massive market opportunities A Adobe Outstanding financial performance ان Products and platforms that create and lead industries Driving next decade of growth © 2021 Adobe. All Rights Reserved. Adobe Confidential.#95Delivering strong revenue growth Revenue $9.03B FY2018 Source: Adobe, December 2021 A Adobe Subscription revenue +24% CAGR $11.17B FY2019 Subscription Revenue $12.87B FY20 20 Non-Subscription Revenue $15.79B FY20 21 ● Proven track record of delivering sustainable growth at scale ● Total revenue grew ~75% since FY 2018 +20% CAGR for total revenue for FY 2018 - FY 2021 +24% CAGR for subscription revenue for FY 2018 - FY 2021 Diversified contribution from portfolio of established and new initiatives © 2021 Adobe. All Rights Reserved. Adobe Confidential.#96Diverse sources of revenue FY 2021 Business Segments O A Adobe CC DC DX P&A Source: Adobe, December 2021 Digital includes Adobe.com and app stores Routes to Market Geographic Footprint 5 O Digital Channel Enterprise Americas International © 2021 Adobe. All Rights Reserved. Adobe Confidential.#97Operating model drives profitable growth Revenue $9.03B 40.1% 31.5% FY2018 Source: Adobe, December 2021 A Adobe Revenue $11.17B 39.9% 29.2% FY2019 $12.87B 42.9% 32.9% FY20 20 Non-GAAP Operating Margin $15.79B 46.0% 36.8% FY20 21 GAAP Operating Margin Operating Margin % ● Disciplined execution and investment rigor enables balance of long-term investment while driving profitability • FY 2018 through FY 2021 include integrations of strategic acquisitions including Magento, Marketo, Allegorithmic, Workfront and Frame.io © 2021 Adobe. All Rights Reserved. Adobe Confidential.#98Productivity momentum Revenue per employee: 13% CAGR Revenue $9.03B $0.42M FY2018 Source: Adobe, December 2021 A Adobe $11.17B $0.49M FY2019 Revenue $12.87B $0.57M FY2020 Revenue per Employee $15.79B $0.61M FY20 21 Revenue per Employee ($Millions) Topline growth combined with expanding productivity, driven by investing in employees and empowering them to do their best work Strong returns on headcount investments, with revenue per employee increasing >40% since FY 2018 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#99Growing book of business Remaining performance obligations Revenue $8.10B FY2018¹ $9.82B FY2019 RPO $11.34B FY20 20 current portion of RPO $13.99B FY20 21 ● ● ● RPO reflects contractually committed future revenues, driving predictable growth RPO growth accelerated to 23% Y/Y exiting FY 2021 on the strength of enterprise bookings Individual Adobe.com subscriptions billed monthly are included in unbilled backlog based on remaining contract terms Source: Adobe, December 2021 1. FY 2018 deferred revenue and unbilled backlog amounts were reported based on prior accounting standards in effect for that fiscal year, and thus limit comparability with other fiscal years presented. A Adobe © 2021 Adobe. All Rights Reserved. Adobe Confidential.#100Profitable growth generates record operating cash flows Operating Cash Flows $4.03B FY2018 Source: Adobe, December 2021 A Adobe $4.42B FY2019 +22% CAGR $5.73B FY20 20 $7.23B FY20 21 • First $2+ billion operating cash flows (OCF) quarter in Q4 FY 2021 ● Generated record OCF of $7.23 billion in FY 2021 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#101Strong capital structure FY 2021 ending liquidity position O Cash and Investments Source: Adobe, December 2021 1: Maturities through February 2030 A Adobe Credit Facility Debt MOODY'S A2 S&P Global Ratings A+ Disciplined financial management Strong liquidity position Robust cash flows $5.8B in cash and short-term investments ● $1.0B in undrawn credit facility Investment-grade rating $4.1B in debt with balanced maturity profile¹ Well positioned to access capital markets Ample debt capacity ● ● ● © 2021 Adobe. All Rights Reserved. Adobe Confidential.#102Disciplined capital allocation to to to 10 10 14 10 2 Organic innovation Indoor Jungle SUN & TILE NURSERY Ix | jo Adobe Creative Cloud Express A Adobe la i to 10 11 CANALE HOSSACE BIG ANNUAL SALE EASON Foot Ag AG Ag Ag Ag Ag AG Ag Ag OSSACK ANTIQUES SOMAS Cor Opicty CASAL HOSSA ACCOUNTING S A Adobe Experience Platform Strategic acquisitions CAM Adobe + Frame.io A Adobe x workfront Capital returns to shareholders © 2021 Adobe. All Rights Reserved. Adobe Confidential.#103Returning cash to shareholders Stock repurchase program Cash Used For Share Repurchase ($Billions) $5B $4B $3B $2B $1B FY2018 Source: Adobe, December 2021 A Adobe FY2019 Cash Used for Share Repurchase FY20 20 FY20 21 -Average Shares Outstanding 510 470 Average Shares Outstanding (Millions) ● ~$12 billion used for share repurchase since FY 2018 $15B repurchase authority extends through the end of fiscal 2024 $13.1 billion remaining Accelerating pace of repurchases ● Repurchased ~7.2 million shares during FY 2021 at a cost of $3.87 billion © 2021 Adobe. All Rights Reserved. Adobe Confidential.#104Adobe is a unique investment opportunity Massive market opportunities A Adobe Outstanding financial performance Cart merce Products and platforms that create and lead industries Desktop Galaxy S7 IPad Retina iPhone 8 iPhone 8 Plus iPhone X ing WE.RETAIL Galaxy S7 ning Ta www DE ALGE All-new winter collection Woma Smaller Screen WI Driving next decade of growth Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#105Creative Cloud business momentum ARR & Revenue Revenue $6.03B A Adobe $5.34B FY2018 Source: Adobe, December 2021 $7.31B $6.48B FY2019 ARR +20% CAGR Revenue $8.72B $7.74B FY20 20 ARR $10.30B $9.55B FY20 21 ARR ● ● Sustained ARR and revenue growth, driven by: Innovative, comprehensive and industry-defining portfolio of products Marketing campaigns to generate awareness and drive traffic to Adobe.com Creating adoption journeys for customers that connect and empower them to do more with services like Adobe Stock, cloud libraries and collaboration features With the addition of Creative Cloud Express and Frame.io, company is reaching new creators and stakeholders. to power the world's content © 2021 Adobe. All Rights Reserved. Adobe Confidential.#106Creative Cloud business momentum ARR: single app vs. all apps FY 2018 Single Apps ~$6.0B Source: Adobe, December 2021 A Adobe All Apps FY 2021 Single Apps ~$10.3B All Apps ● ● Most comprehensive offering across every design category and surface Single apps and mobile apps are a proven onramp for new customer acquisition and monetization Growth driven across all offerings and customer segments, including single apps and all apps © 2021 Adobe. All Rights Reserved. Adobe Confidential.#107Creative Cloud business momentum ARR by offering FY 2018 Team ETLA ~$6.0B Source: Adobe, December 2021 A Adobe Individual FY 2021 Team ETLA ~$10.3B Individual Tailored offerings for each customer segment, including individuals, small businesses, education and enterprises Enterprises have option to purchase either Team or ETLA offering ARR growth strong across Enterprise, Team and individual offerings Services offerings drive stakeholder acquisition and monetization opportunity Team offering available through both Adobe.com and reseller channel © 2021 Adobe. All Rights Reserved. Adobe Confidential.#108Revenue Document Cloud business momentum ARR & Revenue $0.98B $0.80B FY2018 Source: Adobe, December 2021 A Adobe $1.22B $1.09B FY2019 ARR +34% CAGR Revenue $1.50B $1.46B FY20 20 ARR $1.97B $1.93B FY20 21 ARR ● Sustained revenue and ARR growth driven by: ● ● f New user acquisition Strong growth of Acrobat on Adobe.com across geos, web and mobile ● Seat expansion in the enterprise PDF and document workflows are mission critical to the way people work and collaborate © 2021 Adobe. All Rights Reserved. Adobe Confidential.#109Document Cloud business momentum Revenue mix FY 2018 $0.67B Subscription ~$1.0B Source: Adobe, December 2021 A Adobe Perpetual & Services ~$0.3B FY 2021 Subscription Perpetual & Services $1.75B ~$0.2B ~$2.0B f Subscription revenue has more than doubled in three years, driving segment growth and mix shift toward recurring revenue Subscription revenue growth fueled by ETLA adoption and individual subscription offerings, including mobile and web ● • Continuing migration opportunity for perpetual installed base © 2021 Adobe. All Rights Reserved. Adobe Confidential.#110Digital Media business momentum ARR $12B $10 B $8B $6B $4B $2B $B Q1FY18 Q2FY18 Q3FY18 Q4FY18 Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20 Q4FY20 Q1FY21 Q2FY21 Document Cloud Creative Cloud Source: Adobe, December 2021 A Adobe Q3FY21 Q4FY21 مل ~$10.3B ~$1.9B © 2021 Adobe. All Rights Reserved. Adobe Confidential.#111Experience Cloud business momentum Growing customer engagement FY 2018 ~$1.3M Average ARR of top 1000 customers ~$5M Average ARR of top 100 customers ~$8.5M Average ARR of top 25 customers FY 2021 ~$2.3M Average ARR of top 1000 customers A Adobe ~$10M Average ARR of top 100 customers ~$20M Average ARR of top 25 customers *Products include Application Services (CJA, AJO, RTCDP) **Reflects Total Contract Value for top 10 customers at end of Q4 FY 2021 Source: Adobe, December 2021 66% growth in accounts with >$1M in ARR (FY 2018-FY 2021) >90% of top 100 customers have 3+ products* ~$760M Combined TCV of top 10 customers** Annual revenue $4.0B $3.5B $3.0B $2.5B $2.0B $1.5B ا... FY2018 FY2019 FY2020 FY2021 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#112Digital Experience business momentum Subscription revenue & revenue Revenue $4B $1B $2.07B $1.60B FY2018 Source: Adobe, December 2021 A Adobe Subscription Revenue +28% CAGR $2.80B $2.28B FY2019 $3.13B Revenue $2.66B FY20 20 Subscription Revenue $3.87B $3.38B FY20 21 Subscription Revenue ● Focus on driving subscription revenue growth ● A • Growth across subscription offerings: Data Insights & Audiences, Content & Commerce, Customer Journey Management and Marketing Workflow Tremendous growth and demand for Adobe Experience Platform and app services, driving transformational customer adoption © 2021 Adobe. All Rights Reserved. Adobe Confidential.#113Digital Experience business momentum Revenue mix FY 2018 Services & Other Perpetual & OEM ~$0.4B ~$2.1B Source: Adobe, December 2021 A Adobe ~$1.6B Subscription FY 2021 Services & Other ~$0.5B Perpetual & OEM ~$3.9B ~$3.4B Subscription A ● Adobe Experience Cloud revenue has grown ~87% in the last three years • Subscription revenue CAGR of approximately ~28% since FY 2018 Continuing strategy of leveraging our expanding partner ecosystem to deliver implementation and professional services © 2021 Adobe. All Rights Reserved. Adobe Confidential.#114Experience Cloud business momentum Subscription revenue by category FY 2018 Customer Journey Management Content & Commerce ~$1.6B Source: Adobe, December 2021 A Adobe Data Insights & Audiences FY 2021 Customer Journey Management Content & Commerce Marketing Workflow ~$3.4B Data Insights & Audiences ● ● A Data Insights & Audiences, Content & Commerce, Customer Journey Management, and Marketing Workflow are large, growing categories, fundamental to CXM Market-leading, comprehensive solutions, built on a common data and content platform • Marketing Workflow added through Workfront acquisition during 01 FY 2021 © 2021 Adobe. All Rights Reserved. Adobe Confidential.#115Adobe is a unique investment opportunity Massive market opportunities A Adobe Outstanding financial performance Products and platforms that create and lead industries All-new winter collection Driving next decade of growth Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#116Products Senest by Sept Driving the next decade of growth Massive addressable market A Adobe 1 All Product Broad ecosystem Innovative portfolio of market-leading products and services New customer acquisition Aa Strong customer engagement and retention Best. Seals. Ever. Deals. Thebespar Mew Usage expansion and upsell Puting Swe De geb how the way of Filand Sign T TOWNSEND About us. is And that's why the gegs of loy W • PHLE heed of your Geographic expansion Susan Ramage Aug 21, 2020 highlighted text Change to: Who we are New categories 5 82 C O Post Future investments *** K © 2021 Adobe. All Rights Reserved. Adobe Confidential.#117ing Car NAS " p ENT ( **** Th Hong 50 FY 2022 considerations 31393 民镇中国 1000993 50 伍拾圆 FOOTS LI023806 人民银 SPECIALN Bank 2209 K 10000 GOVERNMENT IPINAS NG PILIPIN 870681 4697 A Adobe 15 051501H หนึ่งร้อยบาท 港幣着 TEN HONG 21 ANG PISO PISO 21226198 OCE PISO SERVE NOTE 57449 C $34003 한국은 천원 Foreign currency impact • Strengthening US Dollar results in headwind to revenue growth rates in FY 2022 ARR Annual Revaluation: $86M decrease in Digital Media ARR on account of current FX rates; $12.15B FY 2022 beginning Digital Media ARR balance 한국은행 GOVER SPECIA 3,050 2.503 2.400 2.201 1,809 1.503 1,305 1.254 ● 111.81 136.050 2.400 1112.201 3.809 3.50 85 59 25 Operating expenses Travel and facilities spending expected to ramp throughout year Investing in long-term strategic initiatives, integrating Frame.io, increasing headcount 4 11 18 FRI 5 12 SAT 19 6 13 SUN 20 7 14 21 Fiscal calendar FY 2022 is a 52-week fiscal year, as compared to FY 2021, which was a 53-week fiscal year Q1 FY 2022 is a 13-week fiscal quarter, as compared to Q1 FY 2021, which was a 14-week fiscal quarter Tax Increased effective tax rates based on current enacted policies are reflected in FY 2022 targets GAAP tax rate of ~17.5%, Non-GAAP tax rate of ~17.0% Source: Adobe, December 2021 The information discussed on this slide contains forward looking statements that involve risk and uncertainty. Actual results may differ materially. For a discussion of these risks and uncertainties, you should review Adobe's SEC filings. Please see our investor relations website for a discussion of these targets and a detailed reconciliation between GAAP and non-GAAP targets. © 2021 Adobe. All Rights Reserved. Adobe Confidential.#118FY 2022 annual targets December 16, 2021 Total Adobe revenue¹ Digital Media ARR² Digital Media segment revenue (Y/Y growth) Digital Experience segment revenue (Y/Y growth) Digital Experience subscription revenue (Y/Y growth) Tax rate Earnings per share4 ¹Additional week in the first quarter of fiscal year 2021 contributed approximately $267 million of total Adobe revenue. 2 Additional week in the first quarter of fiscal year 2021 contributed approximately $25 million of net new Digital Media ARR. 3 Adjusted to account for the extra week in first quarter fiscal year 2021 and to show growth rates in constant currency. 4 Targets assume share count of ~477 million for fiscal year 2022 and ~479 million for first quarter fiscal year 2022. ~$17.90 billion ~$1.90 billion of net new ARR ~14 % ~14 % ~16% GAAP: ~17.5 % GAAP:~$10.25 ~17 % (Adjusted³) ~17 % (Adjusted³) ~19 % (Adjusted³) Non-GAAP: ~17 % Non-GAAP:~$13.70 The information discussed on this slide contains forward looking statements that involve risk and uncertainty. Actual results may differ materially. For a discussion of these risks and uncertainties, you should review Adobe's SEC filings. Please see our investor relations website for a discussion of these targets and a detailed reconciliation between GAAP and non-GAAP targets. A Adobe © 2021 Adobe. All Rights Reserved. Adobe Confidential.#119Q1 FY 2022 targets December 16, 2021 Total Adobe revenue¹ Digital Media ARR² Digital Media segment revenue (Y/Y growth) Digital Experience segment revenue (Y/Y growth) Digital Experience subscription revenue (Y/Y growth) Tax rate Earnings per share4 ¹ Additional week in the first quarter of fiscal year 2021 contributed approximately $267 million of total Adobe revenue. 2 Additional week in the first quarter of fiscal year 2021 contributed approximately $25 million of net new Digital Media ARR. 3 Adjusted to account for the extra week in first quarter fiscal year 2021 and to show growth rates in constant currency. 4 Targets assume share count of ~477 million for fiscal year 2022 and ~479 million for first quarter fiscal year 2022 ~$4.23 billion ~$400 million of net new ARR ~8% ~11% ~13 % GAAP: ~16 % GAAP: ~$2.63 ~17 % (Adjusted³) ~18 % (Adjusted³) ~20 % (Adjusted³) Non-GAAP: ~17 % Non-GAAP: ~$3.35 The information discussed on this slide contains forward looking statements that involve risk and uncertainty. Actual results may differ materially. For a discussion of these risks and uncertainties, you should review Adobe's SEC filings. Please see our investor relations website for a discussion of these targets and a detailed reconciliation between GAAP and non-GAAP targets. A Adobe © 2021 Adobe. All Rights Reserved. Adobe Confidential.#120Delivering for our shareholders Proven track record FY 2018 - FY 2021 +75% growth Revenue ~$21B Generated Operating Cash Flows¹ Source: Adobe, December 2021 ¹Cumulative for FY 2018 - FY 2021 +92% growth Subscription revenue ~$12B Returned to shareholders through buybacks¹ +104% growth Operating income ~270% Stock Price Return The information discussed on this slide contains forward looking statements that involve risk and uncertainty. Actual results may differ materially. For a discussion of these risks and uncertainties, you should review Adobe's SEC filings. Please see our investor relations website for a discussion of these targets and a detailed reconciliation between GAAP and non-GAAP targets. A Adobe © 2021 Adobe. All Rights Reserved. Adobe Confidential.#121A Adobe Adobe Opportunity Shantanu Narayen | Chairman & CEO December 16, 2021 Artwork by Davy Evans / UK#122Digital transforming work, learning & entertainment TEAM PROJECT MANAGER HELME Explosive growth of creator economy DEVELOPER ESGNER O MUNT EXECUTE Democratization of creativity Cloud & real-time collaboration Document workflow automation Digital business mandate E-commerce explosion BO KO RESE 00 Work & education now hybrid Al & machine learning redefining software mumy Personalized experiences expected Trust / privacy imperative SEACCE#123Changing the world through digital experiences#124Adobe's purpose COME FROM ALLE debe Adobe for All EVERY WI A 4029 A.1 ♫ BETA AMI Content Authenticity Initiative Colorize oooo. ✔Magenta Technology to Transform > Focus color Saturation ✔Reduce color artifacts Noise reduction O Color images O Retain original image colors New N THE CHICKEN LIFE CYCLE COLON O Content Credentials (Beta) Robust amper evident View more Photoshop Hustration Graphic Design A sundance X Adobe institute Creativity for All Petra Collins Artist, Director COL PRESENTED BY A Adobe Create Change CONVERSATIONS WITH CREATORS Episode 3: Create Impact America Ferrera Actor, Director, Producer, Activist, New York Times Best-Selling Author#125Adobe's strategy Unleashing creativity Adobe Creative Cloud A Adobe Accelerating document productivity Adobe Document Cloud Home Tools Bue and White L ● Rake a stand with your brand. From omnichannel awareness campaigns to web design, mobile applications, ecommerce suites, motion graphics and multimedia, graphic design, print, we prop up your brand to the heights it deserves. Take A e O 8. T t it Container ral Jutton Maill rall Shopping Cart tail Commerce ation hall Details tell Commerce History tail Commerce xt tal Commerce ct Grid tail Commerce Powering digital businesses A Adobe Experience Cloud Desktop Galaxy S7 iPad Retina iPhone 8 iPhone 8 Plus iPhone X 0 0 0 60 200 WE.RETAIL 290 Galaxy S7 300 1350 and SHOP NOW 100 M Smaller Screen All-new winter collection BUILT FOR THE GOLDEST WINTER ON EARTH D Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential. all#126Adobe's total addressable market Creating & leading categories Expanding customer base & Source: Adobe, December 2021 A Adobe ~$205B 2024 Total addressable market Delivering technology platforms of Innovating business models Scaling partner ecosystem A © 2021 Adobe. All Rights Reserved. Adobe Confidential.#127xinote SCRIPTION Project Estimate merings 10 and social media Driving the next decade of growth Creating & leading categories ve becepting, wing, designing a planning and buying ect management ose contact ance@@dexinate.com wre Dexinote Estimate payment information RATE 0 0 0 O 0 O 8 Oz MOURS A Adobe 0 0 0 0 O SUBTOTAL 0 0 。 0 0 0 1000000 Done Dexnote Estimate Project Estimate Type text her 8 Expanding customer base Featured Premium Animation Collage UP VINYL STORE KEEP F IT R Home nothing changes if nothing DEMASIE STYLE We're, moooooving! GRADUATE GRADUAT GRA ATE GRAVE GRADUATE GRADUATEEXPO 20 21 good morning. break Delivering technology platforms 489,692 413,991 Innovating business models Fonts Plugins Libraries PLUGINS Apps Files Discover Stock & Marketplace Featured plugins All plugins Manage plugins SEARCH ALL PLUGINS a Name or keyword ✓ APPS XD Photoshop InDesign InCopy Illustrator Premiere Pro After Effects Audition Bridge Lightroom Lightroom Classic Animate Dreamweaver Acrobat DC ✓ CATEGORY Collaboration Tools & Automation All plugins Filters: W Photoshop x Watermark 3 Thomas Zagler Custom watermarks wit TK TK Luminosity Tony Kuyper Easily create luminosity Loupedeck for Loupedeck Plugin for Loupedeck de BBrandfetch for Brandfetch Scaling partner ecosystem O Ⓒ2021 Adobe. All Rights Reserved. Adobe Confidential.#128Driving the next decade of growth Creating & leading categories Ad Adob SAN JO 7 COMM A Adobe 7. BEN BEN Expanding customer base Delivering Innovating technology platforms business models Engaged global employee base HID Scaling partner ecosystem C Magan citi CIT A Adobe COMPAN Conne TIF © 2021 Adobe. All Rights Reserved. Adobe Confidential.#129A Thank you Adobe Artwork by Davy Evans / UK#130A Q&A Adobe Artwork by Davy Evans / UK#131A Adobe Adobe Financial Analyst Meeting December 16, 2021 Artwork by Davy Evans / UK#132Non-GAAP reconciliation Reconciliation of GAAP to non-GAAP operating margin GAAP Operating Margin Stock-based and deferred compensation Amortization of intangibles Non-GAAP Operating Margin A Adobe FY 2018 31.5% 6.8 % 1.8 % 40.1 % © 2021 Adobe. All Rights Reserved. Adobe Confidential.