#269: Figma: The Market's Most Exciting IPO in Years
HomeStock Club › Episode

#269: Figma: The Market's Most Exciting IPO in Years

54:32 Jul 10, 2025
About this episode
The IPO market has been a barren wasteland since the carefree days of 2020. But this week, we bring you an IPO that might actually be worth a look.Figma has released its hotly anticipated S-1, revealing a business firing on all cylinders—with double-digit revenue growth, a 132% net dollar retention rate, and, most notably, profitability. The company now hopes to extend its land-and-expand sales model beyond the UI/UX space, though that will introduce new competition. It’s also betting big on AI, while trying to not alienate the designers who have championed the brand, a delicate balancing act that a strong management team may just pull off.Later, Emmet explores the impact of Trump’s ‘Big Beautiful Bill’ on Airbnb hosts. Thanks to new tax write-offs, becoming a short-term landlord just got a whole lot easier—and cheaper.For a limited time, new subscribers to Horizon get a complimentary ticket to Investicon.Grab you ticket here: https://www.mywallst.com/horizonBecome a successful investor by checking out all the content MyWallSt has to offer:? Email us: pod@mywallst.com? Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7? Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/? Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/? Follow MyWallSt on social:? Twitter: @MyWallStHQ? TikTok: @MyWallSt? Instagram: @MyWallSt?? Facebook: @MyWallSt? LinkedIn: MyWallSt00:00 Introduction to the Most Appealing IPO 08:13 Figma's IPO and Market Position 18:51 Figma's Financials and Market Potential 25:54 Exploring the Competitive Landscape of Figma 36:52 The Impact of Trump's Big Beautiful Bill on Airbnb
Select an episode
0:00 0:00