Figma - FY2026 Q3 Earnings $FIG $20.90 [-5.6% AH] ✅ Revenue: $391.4M (Est: $379.6M) [+43% YoY] ✅ EPS: $0.10 (Est: $0.05), non-GAAP, GAAP loss per share $0.15 Additional Metrics: Gross Margin: 82% Operating Income: $47.0M [+38% YoY] Operating Margin: 12% Net Income: $53.7M [-14% YoY] Operating Cash Flow: $48.4M [-5% YoY] CapEx: $6.9M Free Cash Flow: $41.5M [-15% YoY] Cash and Marketable Securities: $1.7B Net Dollar Retention: 131% Paid Customers Over $10K ARR: 16,566 [+28% YoY] Paid Customers Over $100K ARR: 1,717 [+36% YoY] Q4 2026 Guidance: ✅ Revenue: $402-404M (Est: $389.2M) [+33% YoY] FY2026 Guidance: ✅ Revenue: $1.497-1.499B (Est: $1.469B) (Prior: $1.463-1.467B) [+42% YoY] ✅ Non-GAAP Operating Income: $158-163M (Est: $131.2M) (Prior: $125-135M)

Figma CEO Dylan Field: AI Slop Is Creating a Trust Problem at Work “I'm already hearing from so many like, ‘Ugh, I got another deck made by AI today. And I don't even know if the person who made it, like, I don't know if they read it. Do they even know what's in their deck?’ And at Figma, we actually made it so that, it was just a simple thing, but we said, ‘Hey, if you are using AI in your writing of any kind, just put at the top ‘Written with AI.’ And it makes it so that we can all trust that when we see something, we know that it's been cared for enough that it's worth your time to process. And I think that we're gonna see some bifurcation here around trust, and one way to get trust is to do something with your hands.” $FIG ------------------------------ Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. URL to use for any links: With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at

Figma CEO speaks out on Claude Design: “It's easy to mistake model progress for product progress.” Friedberg: “How worried were you when they came out with Claude Design, relative to what you guys were offering? Because the market looked at it and said, ‘Oh my God, Figma's dead. Claude is going to crush Figma.’ Dylan Field: “The nature of online discourse right now is, ‘We're so back, it's so over.’ And it's just a cycle, right? I think it's easy to mistake model progress for product progress. The reality is a tool like Figma has taken a very long time to build and a very long time to make sure that we get the workflows right for our users, and we still have work to do. They've made Claude Design into a product that is broad. So it's trying to do a lot of things. Like, you'll see posters and stuff as well, like graphic design scenarios, I believe, when you go to their homepage. And maybe they'll do well in some areas and not other areas. I'm not bullish or bearish on the product. I think it's just hard to make good design tools for professionals.” $FIG ------------------------------ Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at

Figma's Dylan Field on why design is the new code, and where the value goes as models get better: "If you believe that coding models will continue to get better, then you also believe that it's more outer loop architecture, the decisions you make about how to go build a system that matter, not the code itself." "The code is material, and then the value rises to the top and that becomes brand, it becomes product design, your marketing, your point of view in the world, and I think overall your judgment calls and strategy." "Product design is really at the center of a lot of that." "For designers, they will have a bigger role to play if they step up. Not everyone will step up. Some people will be like, 'But I liked what I was doing.'"  "Overall the way you'll shape products is through design." @zoink w/ @sophiadew on @MTSLive

Figma's Dylan Field says our definition of "slop" keeps silently moving: "I said, 'AI will lower the floor and raise the ceiling.' And I had to correct myself, because actually that's not what we're seeing yet." "We're seeing it lower the floor. It's more democratized to do something. But the ceiling doesn't seem to have changed." "Anything you can verify, AI's great at. Math being number one, maybe cybersecurity number two... You get five designers in a room, they can't agree all the time on exactly what they should do. And that's what's interesting about design. There is not one solution." "A lot of the stuff that we call slop wouldn't be stuff we'd call slop a month ago or two months ago. As the models change, our definition of slop changes." "The craft that you imbue into something is reflective of your thinking. It's reflective of your care. People pick up on it. Whether they can articulate it or not, they can tell." "It creates a lower bound that you have to exceed, but it doesn't define the upper bound. You define the ceiling." @zoink w/ @sophiadew on @MTSLive

@figma @Box @cognition @tryramp @clairevo @yashbhavnani0 @jmilinovich @HinalJajal @silasalberti We wrote more about how customers are using GPT-6 Astra for complex work in ChatGPT Work, Codex and the API, and how our teammate @chefbrent used it to edit hours of multi-camera footage: