Highlights of Adobe Q1FY10 analyst call

Along with posting financial results, Adobe hosts an analyst question-and-answer session each quarter. Thanks to Seeking Alpha for the transcript… within its constraint of quoting 400 words, here are two sections which you may find particularly interesting.

First, Adobe CEO Shantanu Narayen gave an overview of the entire business, including the Platform initiatives. I’m quoting his Platform description in full, because it’s carefully crafted to be concise and yet show the company’s main priorities… a good way to understand Player, OSP, and AIR.

“With general availability expected beginning in Q2, Adobe Flash Player 10.1 is the first runtime release of the Open Screen Project enabling uncompromised web browsing of expressive content, high definition video and rich applications across multiple screens including desktops, smart phones, net books, internet connected DVD, new tablet devices and other consumer electronics.

“The Open Screen project in an industry wide initiative led by Adobe that now includes 70 ecosystem partners. We’ve been working closely with our OSB partners to enable the deployment of Flash Players on Google Android, the Blackberry OS, the Simbian OS, the Palm Web OS and Windows Phone Series 7 devices.

“You can expect to see some of these devices starting to ship with Flash Player in the first half of this year and quickly ramping through this year and next.

“We also unveiled Adobe AIR 2.0 for mobile devices, consistent run time for delivery of standalone mobile device applications. AIR leverages mobile specific features from Flash Player 10.1, is optimized for high performance on mobile screens, and designed to take advantage of native device capabilities for a richer and more immersive music experience. We expect to roll out AIR support for mobile platforms later this year.”

This second section was in response to a question about HTML. I’ve done more editing here to fit within the word-limit, but it shows clearly that HTML support will continue to advance at Adobe.

We already support HTML in all its different flavors that exist today. Whether you’re using Dreamweaver or any of our other tools, if you want to output we will definitely support it.

We will support any format that takes stock in the marketplace, and we’ve done that right through the existence of the company. So standards that exist, whether PDF, Flash, HTML, new imaging and video standards like H264, dynamic image resolutions… we’re going to support all of that in our Creative Tools.

And as there are new devices emerging, such as the smartphone form-factor the tablet category, our customers would like to leverage their assets so they don’t have multiple stovepipe workflows.

While none of these customers want to create multiple websites, some of them will have to do it because of the different formats that are supported by each of these different vendors. We will support HTML out of the gate.

The reality is, it’s a fragmented standard, but we will continue to support it within our authoring applications. We think the benefits for our customers, when they use our tools with our runtime and now with the Omniture Suite, is a more comprehensive solution.

There are other interesting parts in the transcript, including how Creative, Video and Enterprise segments see the new opportunities… the need of publishers to use one workflow to target multiple delivery channels… the use of Omniture analytics to “close the loop” of knowing how the application is used… answering an Apple question by emphasizing “We are committed to bringing Flash to any platform on which there is a screen”… lots more on the rest of the business too.

But the two quotes above show two key items: how the Flash Platform is perceived by the company leaders, and the continued commitment to all formats and deliverables that creative professionals find important.

Comments are closed.