Adobe have Scenery.
Why would they need BIRD?
sarc. |
Couple of £billion next week or tens of £billions in ten years?
Decisions decisions (only it’s outside of our control). |
It will be amusing when Adobe, or whoever, make an open offer to buy BB for £250Million (over 10 times current sp) and get the reply from the board, "This risible offer seriously undervalues the patented technology of the company." |
It may be an example of the herd instinct. The big players are not yet absolutely convinced elevate.io backed by the BIRD technology does what it says on the tin. They don't want to pay more than they have to so they sit on their hands. But once they do see the proof they won't want to be left behind like the makers of carts were left by lorries in the early 1900s. But then they risk a bidding war with other rivals or the creation of a new very disruptive entrant that could take large chunks out of their markets and profits |
I don’t think big tech buy companies because they are cheap!
Everything is strategic it’s not about the little money it’s what it can do for them at scale.
For instance Adobe is running around $500 million a Q and has 30 million paid subscribers and a $300 Billion plus market cap to firstly protect from competition (Canva Figma then a video competitor)
Wall Street wants them at $1 trillion
Google has even bigger $ numbers in video
So it’s all about strategic positioning and they still get to 10X what they pay!
IMHO |
Well I do have my theory on that😀 |
The point at which a large player is willing to pay the money the main shareholders believe the tech worth must be looming.
The curious thing is that there are a few large, well backed entities in this high value field and none of them want to secure the BB tech. Why? Do they not believe in BB tech? Do they wait until it is proven? |
It’s virtualisation, very expensive, basically remote computing. |
Adobe don't call it Cloud Native because only BIRD can do that and they have the patents. |
Cyber
No |
Is this anything to be worried about? |
Adobe solution seems to be based around edit cloud Ltd ( uk listed 2022) .doesn’t look like a cloud editor as such.
Thanks for sharing
It is a great that what they describe as the future of editing
Is …….what blackbird / elevate are already |
Interesting blog from Adobe |
Well IM can’t build a business worth ‘tens of billions’ if he flogs it off for a few quid per share, and SBS needs £16 to be a billionaire.
I see little downside risk but a huge spread on the up side. |
Or even "There's your shockwave" ? |
I just hope that when this coup is pulled off. IM quotes, "Theirs your shockwave" |
JJ
I agree, I am sure the Blackbird team know exactly what they are doing. They must do. They know that they really need to get this right if they are to achieve their objective.
Their detailed plan will be ready to go, and they will ammend it as necessary as they go along.
As NickB says, they may end up going for plan B if a big player steps forward with an acceptable offer. |
JJ
Agree.
Ian has said it was about testing and collecting data.
Anyway we are perhaps only after one very big subscriber now 😀 |
I’d agree with that. |
Register for real-time alerts, custom portfolio, and market movers
Hot Features
Premium
