Figma, Inc. (FIG) Form 10-Q — Nov 4, 2026
Figma's Q3 2026 revenue rose 43% year-over-year to $391.4 million, with nine-month revenue up 46% to $1.09 billion, driven by strong customer expansion. Paid customers with over $100K ARR grew 36% to 1,717, and net dollar retention held at 131%. The company still posted a GAAP net loss of $81.3 million ($0.15 per share), though that is down sharply from a $1.10 billion loss a year ago that included massive IPO-related stock compensation charges. Non-GAAP operating income was $47.0 million with a 12% margin, and free cash flow was $41.5 million in the quarter.
Key figures
- Revenue
- 391415000
- Revenue Yoy
- 43%
- Total Assets
- 2490702000
- Cash Position
- 508034000
- Shares Outstanding
- 457,738,092 Class A + 77,896,256 Class B as of October 30, 2026
- Deferred revenue
- 626574000
- Free cash flow q3
- 41509000
- Nine month revenue
- 1094937000
- Bitcoin etf holding
- 70278000
- Net dollar retention
- 131%
- Marketable securities
- 1212244000
- Nine month revenue yoy
- 46%
- Paid customers over 10k arr
- 16566
- Non gaap operating income q3
- 47003000
- Non gaap operating margin q3
- 12%
- Paid customers over 100k arr
- 1717
- Remaining performance obligations
- 677500000
- Revolving credit facility capacity
- $500.0 million (undrawn)
AI analysis
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