December 14th, 2009
I’m getting excited because tomorrow Adobe is webcasting its 4th quarter and year-end results (it’s all public and you can register here), and, as expected, because the Omniture acquisition closed in the fourth quarter, we should get some initial insights into how the acquisition is progressing. There’s no question that these are VERY early days, so we can’t expect to hear a lot of in-depth detail (no fault to Adobe) but every nugget of info should be closely-examined, because at $1.8 billion, this was Adobe’s second largest acquisition after Macromedia. As readers of this blog well-know, I published a report in October on the purchase (check my home page for the link), so I am now a very keen observer of the outcome. I remain both naturally optimistic and tremendously curious.
Oddly today Adobe issued a fairly tepid success story from Omniture. The numbers sounds great: 188% of this and 351% of that, but the Omniture customer profiled is a 200-person firm. Is this the message that Adobe wishes to convey? We should know more tomorrow.
Your insights and observations will be much appreciated after the results and commentary are announced.