meta_pixel
Tapesearch Logo
Log in
Motley Fool Money

Another Big IPO Headed Our Way!

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 2 July 2025

⏱️ 18 minutes

🧾️ Download transcript

Summary

Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy. Jason Moser and Lou Whiteman discuss: - Figma's IPO filing and what investors should be watching. - Amazon's robotics aspirations. - Apple's AI strategy: buy it or build it? Tickers mentioned: FIG, AMZN, AAPL, HON, ADBE Host: Jason Moser Guest: Lou Whiteman Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Another big IPO on the horizon.

0:07.4

You're listening to Motley Fool Money.

0:27.0

Welcome to Motley Fool Money. I'm Jason Moser. And joining me today, it's Motley Fool analyst Lou Whiteman. Lou, thanks for being here.

0:40.5

Happy to be here. Good to see you, Jason. Good to see you. On today's show, we're going to dig into Amazon's robotic future and Apple's AI foibles. But we begin today with the latest in IPOs. Digital content creator Figma has filed for its initial public offering. The company plans to sell shares of

0:45.6

its Class A stock under the ticker FIG, FIG, and I think it's worth noting too, Lou, this is a three

0:52.7

class share structure with this company, A, B, and C.

0:57.2

Lou, if listeners feel like Figma is a familiar name, well, it should be, right? Adobe tried to acquire it for $20 billion back in 2023.

1:05.1

That acquisition didn't work out. And recently, Figma garnered a $12.5 billion valuation in a tender offer just last year.

1:13.0

So that's a big delta there. How do you think the market's going to receive this?

1:17.1

So I'm going to take the over. I don't know what the over is, but I'm thinking much closer to

1:21.2

Adobe, if not beyond. Look, I mean, we've all been talking about all of these huge private

1:27.0

companies that investors want to get their hands

1:29.1

on, but are remaining private. It's a pretty impressive business just on its own right.

1:33.8

If you take just kind of pent up demand for these just big trophy assets and, hey, a pretty good

1:39.5

business doesn't hurt. I think there's going to be a lot of interest here. So when a company

1:43.7

files to go public, obviously they file the S1 document with the SEC,

1:48.7

and that's where we can go as investors and really get all of the information that we want

1:53.2

to know about, for the most part, regarding the company. And Figma, to be sure, has filed

1:57.7

that S1. When a company goes public, when he filed at S-1, what are some

2:01.8

of the high-priority things, just a couple of high-priority items that you look for in that

2:06.0

document? Well, you know, obviously the financials, right? We start with revenue growth,

2:11.0

cash position. But, you know, for especially these growth companies, these young growth companies, I want to dive deep on customers.

...

Transcript will be available on the free plan in 10 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.