Can Anil Chakravarthy, as CEO, Boost Adobe’s Revenues and Profit Margins

(Photo: Anil Chakravarthy, Adobe, President Customer Experience.)September 6, 2026SOME EXTRACTS FROM PODCASTInvestors were not pleased with Adobe’s board appointing an insider as the next chief executive, noted Barron’s and other Wall Street publications. Yesterday, Adobe’s stock fell 7% on the news that Anil Chakravarthy, President of Customer Experience, will replace Shantanu Narayen as CEO starting December 1, 2026.Adobe’s stock, at $267, sells at 15 times estimated fiscal 2026 earnings per share. In April, the board announced a $25 billion stock buyback program. The buyback alone may not be enough to lift the stock price and appease employees. Much of the growth in employee compensation depends on a rising stock price. Stock based compensation totalled $2 billion in fiscal 2025, and $1.9 billion in fiscal 2024. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.globalindiantimes.com