Figma reported accelerating revenue growth for the third consecutive quarter, driven by strong customer expansion and the first full quarter of monetizing its AI features. The company beat second quarter revenue and EPS estimates and raised its full-year 2026 revenue guidance by approximately $40 million at the midpoint.
Key Highlights
- Second quarter revenue grew 48% year-over-year to $370.1 million, accelerating for the third straight quarter and beating estimates of $351.5 million.
- Net Dollar Retention Rate remained strong at 136%, as customers expanded both user seats and AI credit add-ons.
- The number of customers with over $100,000 in annual recurring revenue grew 46% year-over-year to 1,635.
- Figma raised its full-year 2026 revenue guidance to a range of $1.463 billion to $1.467 billion, up from its previous forecast.