earnings
confidence high
sentiment positive
materiality 0.85
Figma Q1 revenue $333.4M (+46% YoY), accelerates; raises FY guidance
Figma, Inc.
- Revenue of $333.4M, up 46% YoY, accelerating from 40% growth in Q4 2025.
- GAAP loss from operations $137.4M; non-GAAP operating income $52.1M (16% margin).
- GAAP EPS loss $0.27; non-GAAP EPS $0.10 diluted. Net dollar retention rate 139% (up 3pp).
- Raised FY2026 revenue guidance to $1.422-1.428B (35% YoY) and non-GAAP op income to $125-135M.
- AI adoption strong: MCP weekly active users up 5x QoQ; 60% of $100k+ customers use Figma Make weekly.
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