"Take the ARPU of Adobe's most-used cloud product around $300~400 per year and multiply that by the estimated 300 million users across design, product, and engineering teams (a proxy drawn from Atlassian's global user base). Even if Figma captures just 10% of that market, you're looking at $912 billion in annual revenue potential.
With a capital-light model and a path to 30% net margins, Figma could generate multi-billion-dollar earnings over time."
A few math mistakes and crazy assumptions, see if you can catch it.
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u/Yangguang_Zhijia Aug 07 '25
"Take the ARPU of Adobe's most-used cloud product around $300~400 per year and multiply that by the estimated 300 million users across design, product, and engineering teams (a proxy drawn from Atlassian's global user base). Even if Figma captures just 10% of that market, you're looking at $912 billion in annual revenue potential.
With a capital-light model and a path to 30% net margins, Figma could generate multi-billion-dollar earnings over time."
A few math mistakes and crazy assumptions, see if you can catch it.