Software faces 'SaaSmageddon' from AIRevived after 25 quiet weeks.
ThenThe thesis argued is that the rise of autonomous AI agents creates a new, more valuable layer of the software stack, capturing future profit pools at the expense of traditional SaaS companies.NowThe guest argued that recent incidents of large language models 'going rogue' have brought more focus and investment to software security and cybersecurity names.What finance podcasts are saying aboutAdobe Inc.ADBENASDAQ
According to Zortix's podcast index, Adobe Inc. (ADBE) was discussed on 4 finance podcasts across 4 episodes in the 30 days to 11 Sep 2026, generating 6 attributed ideas — most coverage from Motley Fool Money, We Study Billionaires - The Investors Podcast Network and Prof G Markets.
- Mentions · 7d
- 3
- Mentions · 30d
- 6
- Mentions · 90d
- 19
- Episodes · 30d
- 4
- Shows · 30d
- 4
- Vs prior week
- +2
- Discussion depth
- In-depth coverage
As of 11 Sept 2026
Ask Zortix about ADBEKey facts
- Exchange
- NASDAQ
- Sector
- Cloud & software
- Industry
- Services-Prepackaged Software
- Headquarters
- San Jose, CA
- Incorporated in
- Delaware
- Fiscal year ends
- 27 November
- Formerly
- Adobe Systems Inc
Listing and registration facts from public registries · SEC EDGAR filings for ADBE. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
2 BULLISH · 2 BALANCED · 1 BEARISH
15 JUNWEEKLY · 90D31 AUG
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| Motley Fool Money | 2 | 1 |
| We Study Billionaires - The Investors Podcast Network | 2 | 1 |
| Prof G Markets | 1 | 1 |
| WSJ What's News | 1 | 1 |
Latest ideas · headlines, attributed
11 SEPTODAYWSJ WHAT'S NEWS
Open in Zortix →Thesis and listen link in the app
4 SEP1W AGOMOTLEY FOOL MONEY
4 SEP1W AGOMOTLEY FOOL MONEY
FLIPPEDMOTLEY FOOL MONEY · CHANGED ITS VIEW SINCE SEPTEMBEROpen in Zortix →Thesis and listen link in the app
The Callback on ADBE
What they said then, and what they are saying now.
Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.