Figma Reports 40% Q4 Growth, Integrates Anthropic Claude and Projects $1.37B FY26 Revenue
Figma posted fiscal Q4 revenue of $303.8 million, up 40% year-over-year, with adjusted EPS of $0.08, beating forecasts. The company added an Anthropic Claude integration, forecast FY26 revenue of $1.366–$1.374 billion, saw net dollar retention climb to 136% and Figma Make weekly users jump over 70%.
1. Fiscal Q4 Performance
Figma generated $303.8 million in Q4 revenue, a 40% year-over-year climb, and reported adjusted EPS of $0.08, surpassing both top- and bottom-line estimates and igniting a share rally.
2. Anthropic Integration Unveiled
The company launched Code to Canvas with Anthropic’s Claude AI, enabling developers to generate user interface code via text prompts and import editable designs directly into Figma.
3. Figma Make and Market Expansion
Weekly active users for Figma Make surged over 70%, with non-designers creating nearly 60% of new files and more than 80% of Make users also engaging with core design tools.
4. Financial Health and Guidance
Net dollar retention rose to 136%, ARR customers paying over $100k increased 46% to 1,405, and the company ended with $1.7 billion in cash while forecasting FY26 revenue of $1.366–$1.374 billion.