Adobe’s Figma deal raises big questions about its M&A whack-a-mole strategy in response to free alternatives; the deal is 50x Figma’s reported 2022 ARR of $400M (Bryce Elder/Financial Times)

September 15, 2022

Bryce Elder / Financial Times:
Adobe’s Figma deal raises big questions about its M&A whack-a-mole strategy in response to free alternatives; the deal is 50x Figma’s reported 2022 ARR of $400M — The defining technology merger of 1998 was Microsoft’s purchase of Compu-Global-Hyper-Mega-Net, Homer Simpson’s internet start-up, for an undisclosed price.

Categories: Uncategorized

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

Hunter Walk:
Adobe’s $20B Figma deal is worth it because Figma’s $400M ARR, independent of margin, was continuing to double and 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.

September 17, 2022

Adobe argues Figma will help it rethink design tools for the cloud era; Adobe’s competing product, XD, generated just $15M in annual revenue after seven years (Ina Fried/Axios)

Ina Fried / Axios:
Adobe argues Figma will help it rethink design tools for the cloud era; Adobe’s competing product, XD, generated just $15M in annual revenue after seven years — Adobe executives think there’s a lot that critics of its $20 billion purchase of Figma are missing.

September 23, 2022

Adobe’s Scott Belsky says the company plans to integrate Figma without changing its pricing or UI, add support for other Adobe tools, and more (Brody Ford/Bloomberg)

Brody Ford / Bloomberg:
Adobe’s Scott Belsky says the company plans to integrate Figma without changing its pricing or UI, add support for other Adobe tools, and more — Adobe Inc. plans to add technology from its creative software portfolio to Figma without tweaking pricing or simplicity after its acquisition …

September 28, 2022

Adobe plans to acquire UI design and prototyping tool Figma for around $20B in cash and stock; Figma CEO Dylan Field will continue in the role (Bloomberg)

Bloomberg:
Adobe plans to acquire UI design and prototyping tool Figma for around $20B in cash and stock; Figma CEO Dylan Field will continue in the role — Adobe Inc. is nearing a deal to acquire Figma, a startup that makes online design collaboration tools, people with knowledge of the matter said.

September 15, 2022

Douyin has become China’s fourth biggest e-commerce company by GMV, as short videos prove ideal as bait for long ads by giving higher purchase conversion rates (Bryce Elder/Financial Times)

Bryce Elder / Financial Times:
Douyin has become China’s fourth biggest e-commerce company by GMV, as short videos prove ideal as bait for long ads by giving higher purchase conversion rates — Understanding the appeal of adverts for adverts — Once again, very serious people are talking very seriously about the geopolitical threat posed by dance skits.

December 18, 2022

An interview with CEO Dylan Field on scaling Figma, selling the company to Adobe, retaining autonomy, WebGL, making VR Figma for the metaverse, AGI, and more (Nilay Patel/The Verge)

Nilay Patel / The Verge:
An interview with CEO Dylan Field on scaling Figma, selling the company to Adobe, retaining autonomy, WebGL, making VR Figma for the metaverse, AGI, and more — We also talk about AI and VR — but we know why you’re here. … Dylan Field is the co-founder and CEO of Figma …

November 9, 2022

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