FIGMA INC: Beat — EPS $0.10, Revenue $391.42M
Earnings BeatQ3 2026 · After-market
Did FIGMA INC (FIG) beat earnings today?
Yes, FIGMA INC (FIG) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+100.00% surprise
$0.10Actual
Expected: $0.05
vs. year ago +0.0%
Total Revenue+3.98% surprise
$391.42MActual
Expected: $376.43M
vs. year ago +43.0%
Released Nov 04 · 4:05 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $391.42M | $274.17M | +43.0% |
| GAAP Basic EPS | $(0.15) | $(2.72) | +94.5% |
| GAAP Diluted EPS | $(0.15) | $(2.72) | +94.5% |
| Non-GAAP Basic EPS | $0.10 | $0.11 | -9.1% |
| Non-GAAP Diluted EPS | $0.10 | $0.10 | +0.0% |
| Net Loss | $(81.348M) | $(1,097.015M) | +92.6% |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | FY 2026 Outlook | ||
|---|---|---|---|---|
| Guidance | Expected | Guidance | Expected | |
| Revenue | $402.0M-$404.0M (+33% YoY at midpoint | $388.75MBeat +3.67% | $1.497B-$1.499B (+42% YoY at midpoint, +$33.0M vs. prior guidance | $1.47BBeat +1.90% |
| Non-GAAP Operating Income | — | — | $158.0M-$163.0M | — |
| Non-GAAP Operating Margin | — | — | 11% at midpoint | — |
Q4 2026 Outlook
- Revenue
- Guidance$402.0M-$404.0M(+33% YoY at midpointExpected$388.75MBeat +3.67%
- Non-GAAP Operating Income
- Guidance—Expected—
- Non-GAAP Operating Margin
- Guidance—Expected—
FY 2026 Outlook
- Revenue
- Guidance$1.497B-$1.499B(+42% YoY at midpoint, +$33.0M vs. prior guidanceExpected$1.47BBeat +1.90%
- Non-GAAP Operating Income
- Guidance$158.0M-$163.0MExpected—
- Non-GAAP Operating Margin
- Guidance11% at midpointExpected—
Business Highlights
- ➤16,566 paid customers exceeded $10,000 in ARR.
- ➤1,717 paid customers exceeded $100,000 in ARR.
- ➤Weekly active paid customers consuming credits increased almost 50% from July through October.
- ➤65% of larger paid customers used the Figma agent weekly.
- ➤Over 80% of larger paid customers consumed AI credits weekly.
- ➤The Figma MCP server was Figma’s fastest-growing product by weekly active-user growth.
- ➤Total MCP usage grew 3x quarter-over-quarter; write-back usage grew 4x.
- ➤Launched MCP server integrations with 20 partners in October.
- ➤More than doubled work powered by Figma’s post-trained design model.
- ➤Began open-beta rollout of Code Layers on October 14.
- ➤Hosted Config India in Bengaluru, bringing together thousands of builders and customers.
Management Commentary
Dylan Field, CEO and co-founder
“As code becomes a commodity, value is moving up the stack to design—and our Q3 results reflect that. We're building the full-stack canvas for visual-first development: one that's built for collaboration, increasingly powered by our first-party model and native to the way teams design and build with AI. This is Figma's opportunity and what we believe will fuel our next phase of growth.”
Praveer Melwani, CFO
“Q3 revenue grew 43% year-over-year, coming in well ahead of our prior guidance as customers continued to expand seats and invest more deeply in Figma. We’re seeing customers move from trying AI to making larger commitments, and the Figma agent is expanding how they use credits across our platform. That momentum, alongside improvements in AI cost efficiency, gives us confidence to raise our full-year revenue and non-GAAP operating income outlook while continuing to invest in our AI capabilities.”