Figma, Inc. reported strong Q4 2025 earnings, achieving $304 million in revenue, a 40% year-over-year growth that exceeded both the company’s guidance and Wall Street expectations. This performance has shifted the narrative around the impact of AI on the software industry, with many investors reconsidering the belief that AI will undermine SaaS demand. Figma’s expansion into new collaborative tools, such as Figma Make and Buzz, appears to be supporting this growth and signaling ongoing demand for design solutions. Additionally, the company provided optimistic revenue guidance for Q1 FY26, indicating robust momentum moving forward.
Figma reports Q4 revenue of $304M, up 40% year-over-year
