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Adobe: When Free Cash Flow Is A Figma Of Your Imagination

Adobe: When Free Cash Flow Is A Figma Of Your Imagination

FCF isn't so free if you have to use it all on maintenance CAPEX acquisitions.

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Ian Bezek
Sep 16, 2022
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Ian’s Insider Corner
Adobe: When Free Cash Flow Is A Figma Of Your Imagination
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Summary

  • Adobe announced Q3 earnings today.

  • Shares collapsed following the release, not due to said earnings, but instead because the company paid an outlandish multiple to acquire Figma.

  • Adobe seemingly made this deal out of desperation.

  • Either it gets approved and destroys shareholder value or the FTC blocks it and that's hardly better.

  • It's difficult to ca…

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