Adobe's $20B Figma acquisition is worth it because Figma's $400M ARR, independent of margin, was continuing to double, creating pricing pressure on Adobe (Hunter Walk)


Hunter Walk:

Adobe’s $20B Figma acquisition is worth it because Figma’s $400M ARR, independent of margin, was continuing to double, creating pricing pressure on Adobe  —  Hint: The Answer Doesn’t Involve a Spreadsheet  —  I’m not an investor in Figma.  I don’t know Figma CEO Dylan Field.  And I’m not a designer.

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