u/Designer_Warthog7520

ARE WE BACK?

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬
• Adj. EPS: $0.10 (Est. $0.06) ✅
• Revenue: $333.4M (Est. $316.0M) ✅
• Non-GAAP operating income: $52.1M
• Free cash flow: $88.6M
• Net dollar retention rate: 139%
• Paid customers: ~690K (+54% YoY)

🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞
• Q2 Revenue: $348M–350M (Est. $329.5M) ✅
• FY26 Revenue: $1.422B–1.428B (Est. $1.37B) ✅
• FY26 Non-GAAP operating income: $125M–135M

📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬
• Revenue growth accelerated for the second consecutive quarter
• Strong AI monetization traction from Figma Make, MCP and Weave
• Enterprise expansion remained strong with $100K+ ARR customers up 48% YoY
• ~60% of $100K+ ARR customers used Figma Make weekly in Q1
• MCP weekly active users in Figma Design grew 5x QoQ

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u/Designer_Warthog7520 — 8 days ago