New Street Research - NSR Tech Policy Quick Hit Will the government challenge the Adobe-Figma deal?

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New Street Research

Matt Perault

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NSR Tech Policy Quick Hit Will the government challenge the Adobe-Figma deal?

What's new: Last Thursday, Adobe announced a $20 billion deal to acquire Figma, a collaborative design platform. Investors balked at the deal, sending Adobe’s stock down 17% following its earnings release despite results being about as solid as expected.

20/09/2022 1 EN

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Matt Perault

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NSR Tech Policy Quick Hit Will the government challenge the Adobe-Figma deal?

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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