Figma CFO brushes off software scare, citing AI growth among $100K customers
Summary
Figma reported Q4 revenue of about $303.8 million, up 40% year over year, and adjusted EPS of $0.08, beating expectations. The company guided fiscal 2026 revenue to $1.366–$1.374 billion, implying roughly 30% growth at the midpoint and above Street forecasts. CFO Praveer Melwani emphasized rapid adoption of Figma Make—weekly active users rose more than 70% quarter over quarter—and said over half of customers spending $100K+ ARR now use the tool, up from 30% in Q3, with more than 1,400 such accounts. The stock popped about 5% on the results but remains down ~70% over the past year, and analysts remain cautious even as Figma pushes AI integrations like Anthropic's Claude Code.
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AI Software
Photo Editing Software
Imaging Technology
