Figma財務表現亮眼，2024財年（截至2025年1月）營收7.49億美元，同比增長48%，LTM營收超8.2億美元。2025財年Q1實現4490萬美元淨利，展現“增長+盈利”雙贏。账面現金超15億美元，幾無長期債務，包括Adobe支付的10億美元解約金，為AI投資與平台建設提供資金支持。Figma開創雲端SaaS+實時協作模式，解決傳統設計軟件痛點，採用“增值免費”策略，吸引1300萬註冊用戶，2024財年毛利率達91%。其插件與模板生態增強用戶粘性。儘管AI浪潮帶來依賴第三方模型、數據合規及同質化競爭風險，Figma積極布局AI，長期成長潛力巨大。當前股價下跌或為短期波動，未來前景依然樂觀。我沽出認沽期權做好。
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- RandyHall·2025-08-19Incredible insights and analysis! [Wow]LikeReport