Analysts Offer Insights on Technology Companies: CrowdStrike Holdings (NASDAQ: CRWD), Adobe (NASDAQ: ADBE) and Veeco (NASDAQ: VECO)We hosted ADBE's Doug Clark (VP, IR) & Nancy Lee (Director, IR) on our Software Bus Tour. We were encouraged by commentary on stable seat growth, new pricing tailwinds, stronger AI adoption w/ consumers, omni-channel & omni-model AI positioning, and lack of disruption from AI Search. This said, we think enterprise AI adoption needs to take hold to bend the growth curve & that this will take time. Mgmt indicated it sees no signs of AI negatively impacting paid seat growth w/in its core creative pro cohort, w/ growth at stable levels. Seat growth remains strongest w/ consumers & business pros, and Express (standalone or in the new Studio bundle) has helped create a lower entry price point into ADBE products and more effectively competes against Canva.