Adobe's 11 Percent Drop Signals SaaS Pricing Revolt

Adobe stock dropped 11 percent in a week as of June 17, 2026, far worse than the broader software index IGV which fell just 0.2 percent. This episode digs into why the market is suddenly punishing SaaS companies that raise prices aggressively. Lucas and Luna examine Adobe's latest earnings-per-share beat alongside slowing revenue growth, and compare it to Salesforce down 5 percent and ServiceNow down 4.5 percent. They explore a theory: enterprise customers are finally pushing back on annual price hikes of 10 percent or more, using AI tools to justify smaller software budgets. The conversation covers the 'great SaaS squeeze,' the role of AI copilots as a pricing lever, and what it means for investors who hold names like Adobe, Salesforce, and ServiceNow. Specific numbers and market reactions are anchored to the week ending June 17, 2026. #Adobe #SaaS #PricingPower #SoftwareStocks #Earnings #EnterpriseTech #AI #Salesforce #ServiceNow #TechStocks #MarketDecline #Investing #BusinessStrategy #Technology #FexingoBusiness #BusinessPodcast #StockMarket #SaaSRevolt Keep every episode free: buymeacoffee.com/fexingo