AAPL vs FIG

Apple continues to demonstrate exceptional operational and financial performance, highlighted by its Fiscal Q2 2026 results with revenue up 17% YoY and EPS up 22% YoY, both beating estimates. The company reported record March quarter revenue for the total company and iPhone, strong Services growth, and authorized a new $100 billion share repurchase program, alongside a 4% dividend increase. Its un...

Figma Inc. (FIG) remains a leader in collaborative design with strong revenue growth (+40.1% YoY) and expanding TAM through Dev Mode, FigJam, and AI integrations. Its web-native platform, network effects, and high switching costs provide a durable competitive moat, securing 95% Fortune 500 usage. The balance sheet is robust with significant cash and low debt. However, a material concern is the exp...