Blackbird Share Discussion Threads

[nickb] 15/3/2024 09:09

Clocktower

That makes no sense

[cabi1] 15/3/2024 08:13

Well offered at 6.01.

So what look like sells are buys.

[clocktower] 15/3/2024 07:10

Adobe services professionals, and the rest of us are just free loaders. This is not going to change in a flash. With billions in the kitty, they have plenty of choices available.

[clocktower] 15/3/2024 07:10

Double post error.

[geheimnis2] 15/3/2024 07:03

HCBF


Just one to go?

[nickb] 14/3/2024 22:52

To put money into perspective Adobe has just lost around $30 Billion in market cap in after hours trading.

They also lost $1 Billion paying Figma a termination fee.

They have also lost the design market segment thanks to not having a collaborative web browser based design app.

They have serious competition from the young upstart Canva with their collaborative web browser based graphics design platform.

Last thing they need to see arriving in the market is a collaborative web based video editing platform!

Everything becomes big money at this level.

Adobe execs have a lot to worry about

[nickb] 14/3/2024 22:38

Pokerchips

It actually has nothing to do with us, we don't dictate what the big tech companies want to do in this space, the ball is in their court.

[pokerchips2] 14/3/2024 21:07

"I think Ian and Stephen are dreaming of Microsoft Amazon or Google"

I think for now, Sumit has got them to scale down their dreams and keep their feet on the floor

[pokerchips2] 14/3/2024 21:02

Interesting to see what Figma do with their $1 billion gift from Adobe

[nickb] 14/3/2024 21:01

Spoon

I think Ian and Stephen are dreaming of Microsoft Amazon or Google

[nickb] 14/3/2024 20:56

Maybe Maybe not

'The company said it was setting aside $25 billion for share buybacks. up to March 2028’

[spoonmuff] 14/3/2024 20:38

Adobe took a tumble this evening, looks like they need something new to get ahead of their competitors 😉 wink wink

[cabi1] 14/3/2024 19:30

NickB.

Hopefully he isn’t ahead of himself.

[sideshowbull] 14/3/2024 18:55

That would be amazing.

Market still has trust issues.

Don't blame them.

I am in for end game.

Do it.

BWTFDIK

[nickb] 14/3/2024 18:50

SSB

It also needs the player to add to elevate platform and probably one of the magnificent 7 tech companies with the infrastructure!

What a gift.

Timing brilliant!

[sideshowbull] 14/3/2024 18:43

USA want to ban Tiktok?

There is no company which could fill the void?

Elevate on mobile?


Now that would be something.

No advice.

BWTFDIK

[chriscallen] 14/3/2024 18:03

To paraphrase Donald Rumsfeld as shareholders:
a) there are things that we know about BIRD and its products;
b) there are things that we know we don't know
c) and then there are the things that we don't know that we don't know

The Blackbird team know all of (a) and much of (b) but (c) is their problem because, for example, they don't really know how their competitors may respond or that somebody out there is about to launch some transformative technology. It's always (c) that causes big upsets but they can be positive or negative for BIRD.

Perhaps IM/SR/MV do know a lot more positive things than us about how the launch may take off and that makes them confident?

[nickb] 14/3/2024 17:46

What if he isn’t ahead of himself?