ADBE-Deep-Dive-2
Stepping back, though we should probably ask where all these ad budgets are coming from, and, more importantly, where the growth for internet advertising will come from next. The obvious answer is television: print is mostly already gone, but ‘TV’ viewing is now finally unlocking, with US pay TV subscriptions now down by over a third
Benedict Evans • TV, merchant media and the unbundling of advertising — Benedict Evans
Adobe, Amazon, GE, Goldman Sachs, Mastercard, the
Sunil Gupta • Driving Digital Strategy: A Guide to Reimagining Your Business
1. Own2. Friction3. Conversion4. Attributable5. Affiliates6. Performance Metric7. Monetizable Opportunities
Suveer Bajaj • The power of content-community-commerce model - ET BrandEquity
How large is this segment, and how fast is it growing?
John Mullins • The New Business Road Test
1/7 Quick thoughts on $ADBE acquisition of Figma
In June'21, Figma raised $200 Mn at $10 Bn valuation. Even though a lot has changed since then in the public markets, ADBE just paid $20 Bn for Figma.
No wonder VCs don't mark to market 😉
Here's how I'm thinking about the deal
