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I wrote an article on $MSFT's new design offering "Create" and what it means for companies such as Canva and $ADBE.
Imho, the company that comes out worse out of this is Canva, as Microsoft and Adobe are using their competing offerings as part of a bigger goal
- Microsoft: make Microsoft 365 more complete to raise prices in the future (?)
- Adobe: upsell the Creative Cloud
Canva will have to make its core product profitable, and it looks like the industry is shaping to be very competitive and price sensitive
Of course, it's still soon to tell how the competitive landscape will evolve.
Imho, Adobe has an advantage with respect to other offerings because...
(a) It already has a strong community of creators
(b) It will be able to offer some powerful features from other Creative Cloud products such as photoshop
It seems pretty obvious that Adobe Express caters to non-professionals with the objective of widening the top of the funnel.
However, the company recently explained that Express is also an add-on to the "pro" offerings as it allows professionals to do things quickly.
If you want to know more about Adobe Express and its capabilities, you can watch the recent Adobe MAX Keynote here.
Seeking Alpha
Microsoft Enters Adobe's Space (NASDAQ:MSFT)
Microsoft has launched Create, a comprehensive offering that targets digital creators. The two key products of the offering are Designer and Clipchamp. We discuss what they do.
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