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David Wadhwani

President of Digital Media Business, Adobe

Search every verified David Wadhwani interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Wadhwani, President of Digital Media Business at Adobe, participated in the company's Q2 FY2026 earnings conference call on June 11, 2026. During the call, he discussed Adobe's strategy to expand its focus beyond creative professionals and communicators to become an "AI platform for all creativity across every single surface." He compared the opportunity in creativity to the transformation seen in code development, stating that every company is considering how to add to the billions already spent in that area. Wadhwani expressed confidence in the stability of Adobe's creative business and emphasized the company's intent to capture the opportunity with a "singular focus and a clear marketing message." Wadhwani also addressed the company's product strategy, noting that a shift in approach would come at the cost of short-term annual recurring revenue (ARR) but would accelerate user acquisition and build a foundation for long-term growth by removing friction from user onboarding and driving stronger lifetime value. He stated that AI is "rewriting how the world creates and gets work done" and that the audience for creativity and productivity tools is larger than at any point in Adobe's history, spanning social creators, students, business professionals, and large enterprises.

Recent appearances

Verified interview transcripts

Notable quotes

“Now as Lara mentioned I run the digital media business at Adobe — the digital media business is about $17 billion and it includes all of our creative products.”

“We moved the revenue from 50% subscription / 50% perpetual to 100% subscription and we took operating margin from negative 80% to cash-flow positive, eventually crossing over the profitability mark in about four to five years.”

“Moving to a subscription service meant a short-term revenue impact — I think it was like $700 million of revenue impact in the following year.”

Other executives at Adobe

  • Shantanu Narayen, Chairman & Chief Executive Officer
  • Scott Belsky, Chief Strategy Officer and Executive Vice President of Design & Emerging Products

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →