2022年9月16日

Adobe公司同意以近300億美元的價格收購軟件設計初創企業Figma，該公司股價一夜之間暴跌。截至上午8點，Adobe的股價下跌了近17%，因為投資者對Adobe擴大其專業人士創意工具套件的舉動感到擔憂。迪倫·菲爾德和埃文·華萊士開始創建設計初創公司Figma，以挑戰Adobe的Photoshop。現在，在Adobe同意以一半現金和一半Adobe股票的200億美元交易後，他們成為了億萬富翁。Figma允許客戶在構建軟件時進行協作，疫情期間，隨著越來越多的人遠程工作，該公司的需求大幅上升。近年來，該公司擴大了客戶基礎，不僅包括大公司的軟件設計師，還包括開發輕量級遊戲、地圖和演示文稿的個人。它還吸引了一批忠實的學生。使用Figma軟件的公司包括穀歌和亞馬遜。Adobe首席執行官山塔努·納拉延在接受采訪時表示，這一結合“實際上有利於任何知識工作者”。今年以來，Adobe的股價已經下跌了45%。投資者越來越懷疑Adobe麵向設計專業人士的軟件產品線的主導地位，這一產品線占其收入的60%左右，Canva等公司正在蠶食Adobe的Creative Suite入門級市場的份額。 In response Adobe has targeted more accessible web-based offerings such as Adobe Express to sell its creative software to consumers, small businesses, and social media influencers. But the initiative ran into friction from upstarts including Figma, Lightricks and Australian Company Canva. 12 months ago, Figma was valued at $10 billion. “Figma was at the scale that it was a serious standalone company — the path was to go public,” said Figma board member Mamoon Hamid, a partner at Kleiner Perkins. “The right company made us an offer we couldn’t refuse.” The deal’s “very high” valuation is likely weighing on Adobe’s stock, said Bloomberg Intelligence’s Anurag Rana. He added that Figma may add less than 2% to Adobe’s sales growth rate and will likely decrease margins. Analysts questioned Adobe executives on their valuation of Figma during the company’s earnings call this morning. But Adobe defended its business strategy. “I understand that there’ll be some sentiment associated with the price, and the balls in our court to go demonstrate,” Narayen said on the call. The shares plunged 17% to $309.13 at the close in New York, making it the worst performer on the S&P 500. The transaction is expected to close in 2023, pending regulatory and other approvals, Adobe said. About Post Author