$FIG CRUSHED THEIR Q1 EARNINGS
• Revenue: $333M vs. Est. $316M
• EPS $0.10 vs. Est. $0.06
• Customers >$100K ARR: 1,525 (+48% YoY)
• Net Dollar Retention: 139% (highest in two years)
Q2 Guidance
• Revenue: $349M vs. Est. $330M
FY26 Guidance
• Revenue: $1.43B vs. Est. $1.29B
• Operating Income: $130M vs. Est. $105M
75%+ of Org and Enterprise users who exceeded AI credit limits continued using credits in April.