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Constellation Insights
September 3, 2025

Figma Q2 revenue growth hits 41%

CEO Dylan Field said Figma's record revenue in the second quarter was powered by the launch of four new products including Figma Make, Figma Draw, Figma Sites and Figma Buzz.

Constellation Insights
September 3, 2025

US v. Google ruling: GenAI will do our work for us

A federal judge ruling in the Google antitrust trial is more damning than you'd think. Yes, Google won't have to divest Chrome or Android, but the ruling is basically a bet that OpenAI, Anthropic and Perplexity will erode the company's search dominance.

Blog
August 24, 2025

News Analysis: Nvidia Earnings Preview

Potential Nine Straight Quarters Of Beat

With Nvidia reporting earnings after the bell on Wednesday August 27th, the market consensus forecasts $48 billion in revenue.  Nvidia's had an enviable track record of 8 consecutive quarters of beat and raise.  If Nvidia exceeds $48 billion in revenues, this would be up over 53% YoY.  The stock has been up almost 25% for 2025, and 1300% in the past 5 years.  With over a $4.4 trillion market cap, this represents almost 7.4% of the S&P.  Th