$Figma(FIG.US) fell more than three points, $KINGSOFT(03888.HK) and $Adobe(ADBE.US) also dipped slightly. The creative and office software sector is collectively seeing reduced volume ahead of earnings, waiting for direction.
$Adobe(ADBE.US)'s guidance is coming soon: Is AI actually eating into design software seat counts, or is it helping it raise prices? The two numbers of net subscription additions and AI add-on revenue will directly determine whether the SaaS valuation framework still holds. I'm personally betting on "helping it raise prices," but only a small bet—judgments with low confidence should be matched with small positions.
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