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.
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.