(All the screenshots below are from Alphasense where you have a two-week free trial to read and download all the transcripts you want (no CC required). You can use this link for your free trial.) Recently read an expert call with a the former
$ADBE VP of Business Development and Product Operations.
They think that the acquisition of Figma was 80% defensive. The high price tag might come from a bidding war with
$CRM and Canva (merge):
The integration between Figma and
$ADBE will probably be more significant than
$CRM + Slack:
According to the expert, the Canva threat is more significant for
$ADBE than Figma was, but instead of eliminating it with M&A, they are investing behind Express:
The battle between Express and Canva will not be about functionality (where
$ADBE is expected to excel) but of usability (where there are challenges):