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$ADBE + Figma from an Expert
(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):

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The integration between Figma and $ADBE will probably be more significant than $CRM + Slack:

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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:

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The battle between Express and Canva will not be about functionality (where $ADBE is expected to excel) but of usability (where there are challenges):

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