Figma (FIG) This autumn earnings report 2025
Dylan Field, co-founder and chief government officer of Figma, speaks throughout a Bloomberg Television interview outdoors of the New York Stock Exchange in New York on July 31, 2025.
Michael Nagle | Bloomberg | Getty Images
figma Shares jumped 17% in prolonged buying and selling on Wednesday after the design software program maker reported sturdy outcomes and quarterly steerage than Wall Street had predicted.
Here’s how the corporate did compared with LSEG consensus:
- Earnings per share: 8 cents adjusted vs. 7 cents anticipated
- Revenue: $303.8 million vs. $293.15 million anticipated
Figma’s income grew 40% yr over yr within the fourth quarter, in line with a press release. The firm had a web lack of $226.6 million, or 44 cents per share, in contrast with web earnings of $33.1 million, or 15 cents per share, within the fourth quarter of 2024.
Management known as for $315 million to $317 million in first-quarter income, which suggests 38% development. Analysts polled by LSEG have been anticipating $292 million.
For 2026, Figma sees $100 million to $110 million in adjusted working earnings on $1.366 billion to $1.374 billion in income, which might counsel 30% income development. The LSEG income consensus was $1.29 billion.
Lately, buyers have develop into extra involved that generative synthetic intelligence merchandise might weaken the expansion prospects of software program corporations. As of Wednesday’s shut, Figma shares have been down about 35% yr up to now, whereas the iShares Expanded Tech-Software Sector Exchange-Traded Fund has slipped 22%. The S&P 500 index has gained nearly 1% in the identical interval.
“If you look at software, not only is it not going away. There’s going to be way more of it than ever before,” Figma’s co-founder and CEO, Dylan Field, mentioned in a Wednesday interview. But he mentioned the market is “potentially increasingly competitive.”
The firm, which went public in July, needs to make sure it may profit as individuals flip to AI merchandise for design. The Figma Make device permits individuals to kind in just a few phrases and have AI fashions from Anthropic and Google interpret the knowledge to craft app prototypes. More than half of consumers spending over $100,000 in annualized income had individuals utilizing Figma Make each week in the course of the quarter, in line with the assertion.
Figma managed to decrease the price of working the Make service for finish customers by optimizing its computing infrastructure, Praveer Melwani, the corporate’s finance chief, is about to inform analysts on Wednesday. The firm’s adjusted gross margin stayed put at 86%, regardless of that Figma Make weekly energetic customers elevated 70% from the third quarter.
Soon Figma can be bringing in additional income from AI adoption. In March, it is going to begin implementing month-to-month AI credit score limits for various kinds of account holders. Clients can pay based mostly on month-to-month utilization or join AI credit score subscriptions, in line with a weblog submit from December.
Also in the course of the quarter, Figma introduced a collaboration with ServiceNow to transform designs into functions for giant corporations to undertake.
Executives will talk about the outcomes with analysts on a convention name beginning at 5 pm ET.
This is creating information. Please verify again for updates.
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