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Figma, Inc. Class A (FIG)
NYSE:FIG
Earnings Data
Report Date
Jun 18, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and product/AI traction: robust top-line growth (Q4 revenue +40% YoY, FY revenue +41% YoY), excellent retention (NDR 136%), rapid adoption of Figma Make and AI features, a large cash balance and meaningful enterprise expansion. Offsetting this optimism, management signaled deliberate margin compression and lower operating margins in 2026 to accelerate AI and infrastructure investments, a sequential decline in adjusted FCF driven in part by a one-time $25M tax, elevated stock-based compensation in 2025, and some near-term uncertainty as the business transitions to a hybrid seats-plus-credits monetization model. Overall, the highlights around growth, retention, product velocity and AI adoption materially outweigh the near-term margin and predictability concerns.Company Guidance
Record Quarterly and Annual Revenue Growth
Q4 revenue of $304 million, up 40% year-over-year and above the high end of guidance; full-year 2025 revenue of $1.056 billion, up 41% year-over-year and also above the high end of guidance.
Strong Retention and Expansion Metrics
Net Dollar Retention for customers > $10k ARR reached 136%, up 5 percentage points quarter-over-quarter (highest in ten quarters); Gross Retention for the same cohort remained robust at 97%.
Healthy Profitability and Cash Generation (Non-GAAP)
Q4 non-GAAP operating margin of 14% and adjusted free cash flow (FCF) margin of 13% with Q4 adjusted FCF of $38 million; full-year non-GAAP operating income of $130 million (12% operating margin); ended year with $1.7 billion in cash, cash equivalents and marketable securities.
Customer Adds and Large Account Expansion
Added 951 net customers spending > $10k ARR in Q4 and 143 net customers spending > $100k ARR; the > $100k tier grew 46% year-over-year and the > $1M ARR cohort grew to 67 customers, up 68% year-over-year.
Rapid Product & AI Momentum
Expanded from 4 to 8 products in 2025 and launched over 200 features including AI-native functionality; AI image editing updates were used over 10 million times within weeks of a December 2025 update.
Figma Make Adoption and Cross-Functional Use
Figma Make weekly active users grew over 70% quarter-over-quarter; over 50% of paid customers spending > $100k ARR used Make weekly; nearly 60% of Make files in 2025 were created by non-designers, and 80%+ of full-seat Make weekly active users also used Figma Design.
International Growth
International revenue grew 45% year-over-year; international users were ~85% of MAU and accounted for 54% of Q4 revenue; launched in India in November 2025.
Platform & Partner Momentum (Dev Mode / MCP Integrations)
Dev Mode MCP and Code Connect driving stronger design-to-code workflows with partners like GitHub; announced Claude Code-to-Figma integration to enable code→canvas→code round trips, reflecting deeper platform integrations.
FIG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FIG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | $25.26 | $24.22 | -4.12% |
Nov 05, 2025 | $44.01 | $45.98 | +4.48% |
Sep 03, 2025 | $68.13 | $54.56 | -19.92% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Figma, Inc. Class A (FIG) report earnings?
Figma, Inc. Class A (FIG) is schdueled to report earning on Jun 18, 2026, After Close (Confirmed).
What is Figma, Inc. Class A (FIG) earnings time?
Figma, Inc. Class A (FIG) earnings time is at Jun 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FIG EPS forecast?
FIG EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.
