earnings
confidence high
sentiment positive
materiality 0.80
Figma Q2 revenue $249.6M (+41% YoY); extended lock-up by 54.1% of holders through Aug 2026
Figma, Inc.
- Revenue $249.6M (+41% YoY); non-GAAP operating income $11.5M (5% margin).
- Net dollar retention rate 129% for customers with >$10K ARR; 11,906 such customers.
- Guidance: Q3 rev $263-265M, FY2025 rev $1.021-1.025B (+37% YoY midpoint).
- Extended lock-up: holders of ~54.1% of Class A shares locked until Aug 2026, with phased releases starting Q3 2025 earnings.
- CEO Dylan Field entered Rule 10b5-1 plan to sell up to ~3.1M shares starting Nov 24, 2025, through Nov 2026.
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