Figma Beats Q4 Estimates with $303.8M Revenue, Raises FY26 Outlook
Figma reported Q4 EPS of $0.08 beating a $0.07 estimate, with revenue of $303.8M topping the $293.2M forecast and up from $216.95M a year ago. The design platform added 13,861 customers with >$10k ARR and forecast Q1 revenue of $315M-$317M and full-year 2026 revenue of $1.37B-$1.374B, highlighting accelerating AI-driven adoption.
1. Q4 Financial Performance
Figma delivered Q4 earnings of $0.08 per share, surpassing the $0.07 estimate, and reported revenue of $303.78 million, exceeding the $293.15 million consensus and up 40% from $216.95 million a year earlier.
2. Customer and AI Adoption
The company reached 13,861 customers with ARR above $10,000, including 1,405 at over $100,000 and 67 at over $1 million. Weekly active users of Figma Make grew more than 70% quarter-over-quarter, with over 80% of those on full seats also using Figma Design, reflecting strong AI-driven workflow integration.
3. Q1 and FY26 Guidance
Figma guided first-quarter revenue of $315 million to $317 million versus a $291.9 million consensus and raised full-year 2026 revenue outlook to $1.37 billion to $1.374 billion, signaling confidence in sustained demand and AI monetization strategies.