Adobe Expands AI Customer Experience Push With Multi-Year Jet2 Partnership

โดย Zacks Investment Research·USGB·Read original
Summary · why it matters

Adobe is expanding its agentic artificial intelligence and customer-experience technologies through a multi-year strategic partnership with travel company Jet2. Jet2 plans to use Adobe CX Enterprise to deliver personalized holiday recommendations, offers and engagement across the travel journey, and will also use Adobe Firefly Foundry and Brand Intelligence to accelerate branded content creation, with the partnership including a Jet2 x Adobe Customer Experience Lab focused on developing and scaling AI-powered experiences. Jet2 was among Adobe's global enterprise customer wins in the third quarter of fiscal 2026, and Adobe CX Enterprise Coworker had attracted more than 1,700 customers and early adopters by that same quarter. In the third quarter of fiscal 2026, ending annual recurring revenues for Adobe Experience Manager and agentic web applications, Adobe GenStudio and Adobe Experience Platform and applications each increased more than 20% year over year, while Adobe's AI-first ending ARR exceeded $650 million and grew more than 150% year over year. Adobe faces intensifying competition from Microsoft, whose Dynamics 365 exposed more than 650,000 Model Context Protocol actions in the fourth quarter of fiscal 2026, and from Salesforce, whose Agentforce ARR exceeded $1.5 billion in the second quarter of fiscal 2027. Adobe shares have declined 31.9% year to date against the broader Zacks Computer and Technology sector's 22.8% growth, and the Zacks Consensus Estimate for Adobe's earnings stands at $6.32 per share, suggesting 14.91% year-over-year growth.

Impact on assets 4

Artificial Intelligence± Mixed · 3 stocks
Adobe Systems Incorporated
ADBE
▲ PositiveDemandrelevance

Multi-year Jet2 partnership expands Adobe's agentic AI and CX Enterprise customer base, with Jet2 among Q3 enterprise wins.

Salesforce.com Inc
CRM
▼ NegativeCompetitionrelevance

Salesforce's Agentforce ARR exceeding $1.5B is cited as intensifying competition against Adobe.

Microsoft Corporation
MSFT
▼ NegativeCompetitionrelevance

Microsoft's Dynamics 365 exposing 650,000+ MCP actions is cited as intensifying competition against Adobe.

Consumer Discretionary · 1 stocks
Jet2 PLC
JET2
▲ PositiveTechnologyrelevance

Jet2 will deploy Adobe CX Enterprise, Firefly Foundry and Brand Intelligence to scale AI-powered personalized travel experiences.

Theme Impact 2

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