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When Adobe’s (NASDAQ:ADBE) Illustrator was released in 1986, it worked only on Apple’s (NASDAQ:AAPL) Mac computer which was powerful enough to run the new program. You had to wait until 1993 for the software to become available on Microsoft’s (NASDAQ:MSFT) Windows, but, many complained about the quality.
Then, for Adobe’s Digital Media, Creative, and Document products to be so pervasive today at the point of being present on most designer’s laptops, its partnership with the software giant must have been crucial. This deserves analysis, especially given that the stock has been battered by more than 55% in the last year to trade at less than $300. A comparison with Microsoft in the orange chart below reveals the extent of the damages but these started well before the Figma episode.
This thesis is also of the opinion that it is important…
