Figma reports continued momentum in revenue growth as it pushes further into monetizing AI features. In its latest quarter, the company posts $333.4 million in revenue, up 46% year over year, after faster growth in the prior two quarters. Figma attributes the outperformance to stronger-than-expected seat expansion across organizations and to increased adoption of its AI offerings, including Figma Make, MCP, and Figma Weave. The company also raises its full-year 2026 revenue outlook by $55 million to a range of $1.422 billion to $1.428 billion, which would represent 35% year-over-year growth if achieved. For the second quarter, Figma forecasts revenue of $348 million to $350 million.
Figma says early results from charging users directly for AI features are contributing to the outlook. The company previously implemented AI credit caps that limit how much AI functionality “seats” can access. It reports that more than 75% of org and enterprise customers bought additional AI credits after exceeding limits in April, and that 95% of those users remain active on the platform. Bloomberg also notes that Figma’s guidance for the current period exceeds analysts’ estimates.
