Web3 Creative Software Platforms: Adobe vs. Figma in the Digital Evolution

Adobe and Figma are prominent creative software providers adapting to the evolving digital landscape, including potential Web3 applications. Both companies are leveraging AI to enhance their offerings for creators and improve workflow efficiency. While Adobe maintains its leadership in creative software with Creative Cloud, Figma is gaining momentum with its browser-based collaborative design platform. According to data platforms, the creative software market is projected to reach $9.64 billion in 2025 and grow at a 1.46% CAGR to $10.37 billion by 2030.

Adobe’s Strategic Position

  • Adobe’s AI-driven strategy is yielding results, with AI-influenced annual recurring revenues (ARR) exceeding $5 billion in Q3 2025.
  • ARR from new AI-first products achieved the end-of-year target of over $250 million in Q3.
  • Digital Media ARR saw an 11.7% year-over-year increase at constant currency.
  • The Creative Professionals segment benefited from rising AI demand in Photoshop, Premiere Pro, and Illustrator.
  • Generative AI usage accelerated to 29 billion generations.

Adobe has revised its fiscal 2025 revenue expectations to between $23.65 billion and $23.7 billion, an increase from previous guidance.

Figma’s Market Momentum

  • Figma expanded its product line by introducing four new offerings at its annual Config conference.
  • Over 80% of Figma customers utilized two or more products in Q2 2025.
  • As of June 30, 2025, Figma reported 11,906 paid customers with more than $10,000 in ARR.
  • Figma’s 2025 revenue projection stands between $1.021 billion and $1.025 billion, indicating a 37% year-over-year growth at the midpoint.

Financial Metrics and Market Performance

Metric Adobe Figma
Fiscal 2025 Earnings Estimate $20.75 per share (increased) $0.30 per share (declined)
1-Month Stock Performance -0.3% -17.4%
Forward 12-month P/S Ratio 6.11X 19.69X

Both companies are considered overvalued based on current market metrics.

Web3 Implications for Creative Software

The rise of Web3 technologies presents new opportunities and challenges for creative software platforms:

  • Decentralized Asset Creation: Both Adobe and Figma could potentially integrate blockchain-based tools for creating and managing digital assets, including NFTs.
  • Collaborative Workflows: Web3’s emphasis on decentralization aligns with Figma’s browser-based collaborative approach, potentially giving it an edge in future decentralized creative ecosystems.
  • AI and Blockchain Synergy: Adobe’s strong AI capabilities could be leveraged to develop innovative blockchain-based creative tools, enhancing its competitive position in the Web3 space.

Market Outlook

While both companies show promise in the evolving digital landscape, Figma’s strong top-line growth prospects and potential alignment with Web3 collaborative paradigms may give it a slight edge over Adobe in the near term. However, Adobe’s established market presence and significant investments in AI position it well for long-term competition in the Web3-influenced creative software market.

As of October 2025, both stocks carry a Zacks Rank #3 (Hold), reflecting the current market uncertainty and ongoing evolution of the creative software industry in the context of emerging Web3 technologies.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
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