Earnings Releases·Nov 4, 2026, 4:07 PM ET

Figma — Q3 2026 Earnings Summary

Q3 2026 revenue reached $391.4 million, a 43% year-over-year increase that exceeded prior guidance by $16.4 million, while Non-GAAP net income was $53.7 million with an 11% operating margin.
Full Year 2026 revenue guidance was raised to $1.497 billion–$1.499 billion (up $33.0 million from previous outlook) and Non-GAAP operating income guidance increased to $158.0 million–$163.0 million.
Net Dollar Retention Rate stood at 131%, with paid customers over $10,000 ARR growing to 16,566 and AI adoption accelerating, as over 80% of these customers consumed AI credits.
Strategic product momentum included a 3x quarter-over-quarter growth in MCP server usage, expanded integrations to 20 partners, and the open beta launch of Code Layers.
The company ended the quarter with $1.7 billion in cash and marketable securities, supported by $48.4 million in operating cash flow and $41.5 million in free cash flow.