• nerdbull1669nerdbull1669
      ·06:36

      Figma (FIG) Post Earnings Signal core narrative shifts from "AI will replace software" to "AI is supercharging software usage."

      $Figma(FIG)$ released its Q4 2025 earnings results on February 18, 2026, at 4:00 PM ET, and the market’s reaction has been a loud sigh of relief. After a brutal start to the year where the stock dropped roughly 40%, these results have acted as a powerful "de-risking" event for the software sector. The core narrative shifts from "AI will replace software" to "AI is supercharging software usage." Figma (FIG) Q4 2025 Earnings Analysis Figma’s performance silenced skeptics who feared that generative AI would cannibalize the design profession. Instead, the data suggests AI is driving deeper enterprise adoption. Key Highlights: AI Monetization: Figma revealed that 30% of their enterprise customers ($100k+ ARR) are now using "Figma Make" (their AI design
      413Comment
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      Figma (FIG) Post Earnings Signal core narrative shifts from "AI will replace software" to "AI is supercharging software usage."
    • TigerObserverTigerObserver
      ·02-16 18:04

      Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus

      Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so
      1.35KComment
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      Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus
    • OlereshOleresh
      ·02-16
      $Figma(FIG)$   $Hut 8 Mining Corp(HUT)$   $Robinhood(HOOD)$   After back to back performance $Application Software(BK4023)$ 2024 in line position, all trade market could be rise to get more high level position.  Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and  this is great momentum for new gap point on historical records performance.  ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s
      233Comment
      Report
    • 這是甚麼東西這是甚麼東西
      ·02-16
      The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth & Net Retention Rate: Expectation: A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case: Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and
      161Comment
      Report
    • nerdbull1669nerdbull1669
      ·06:36

      Figma (FIG) Post Earnings Signal core narrative shifts from "AI will replace software" to "AI is supercharging software usage."

      $Figma(FIG)$ released its Q4 2025 earnings results on February 18, 2026, at 4:00 PM ET, and the market’s reaction has been a loud sigh of relief. After a brutal start to the year where the stock dropped roughly 40%, these results have acted as a powerful "de-risking" event for the software sector. The core narrative shifts from "AI will replace software" to "AI is supercharging software usage." Figma (FIG) Q4 2025 Earnings Analysis Figma’s performance silenced skeptics who feared that generative AI would cannibalize the design profession. Instead, the data suggests AI is driving deeper enterprise adoption. Key Highlights: AI Monetization: Figma revealed that 30% of their enterprise customers ($100k+ ARR) are now using "Figma Make" (their AI design
      413Comment
      Report
      Figma (FIG) Post Earnings Signal core narrative shifts from "AI will replace software" to "AI is supercharging software usage."
    • TigerObserverTigerObserver
      ·02-16 18:04

      Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus

      Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so
      1.35KComment
      Report
      Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus
    • 這是甚麼東西這是甚麼東西
      ·02-16
      The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth & Net Retention Rate: Expectation: A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case: Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and
      161Comment
      Report
    • OlereshOleresh
      ·02-16
      $Figma(FIG)$   $Hut 8 Mining Corp(HUT)$   $Robinhood(HOOD)$   After back to back performance $Application Software(BK4023)$ 2024 in line position, all trade market could be rise to get more high level position.  Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and  this is great momentum for new gap point on historical records performance.  ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s
      233Comment
      Report