Figma’s stock price rose over 14% in after-hours trading today. This is because the graphic design software provider exceeded expectations in both net profit and revenue for the fourth quarter of fiscal year 2025, and provided guidance that surpassed market expectations.
Figma reported that for the quarter ending December 31, its adjusted earnings per share were 8 cents, up from 6 cents in the same period last year. Revenue was $303.8 million, a 40% year-over-year increase. This exceeded analyst expectations of 7 cents per share and $293.15 million in revenue.
Figma’s annual recurring revenue from customers with over $10,000 in revenue reached 13,861 customers, with 1,405 customers generating over $100,000, and 67 customers generating over $1 million. These customers continued to use Figma, and the company’s net dollar retention rate was 136%.
In terms of customer growth this quarter, the number of users of Figma’s AI-based feature “Figma Make” increased by over 70% weekly. Among paid customers with over $100,000 in annual revenue, more than half used Figma Make weekly.
Key business highlights this quarter include expanding Figma Make’s capabilities, supporting more experimental models, and launching “Make Connector” for new app and prototype integrations. Additionally, Figma acquired AI design startup Weavy Inc. and renamed it Figma Weave. This allows multiple AI models and professional editing tools to be used together in a browser-based environment.
Based on full-year 2025 performance, Figma achieved a diluted adjusted net profit of 30 cents per share and revenue of $1.056 billion. This represents a 41% increase from the 25 cents per share and revenue of $754 million in the same period last year.
Figma co-founder and CEO Dylan Field stated, “2025 has been an incredible year for Figma, and the fourth quarter was our best quarter ever.” The company expects first-quarter 2026 revenue to be between $315 million and $317 million, above analyst predictions of $292.5 million. It also expects full-year revenue to be between $1.366 billion and $1.374 billion.
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