Figma generated $391.4 million in revenue in the third quarter of 2026, up 43% year over year and $16.4 million above its guidance. Net dollar retention reached 131% for the fifth consecutive quarter, while the number of paid customers generating more than $10,000 in annual recurring revenue rose to 16,566. Non-GAAP operating income was $47 million, representing a 12% margin, and the company held $1.7 billion in cash, equivalents, and marketable securities. Figma raised its full-year 2026 revenue guidance to a range of $1.497 billion to $1.499 billion, but shares fell after hours as investors weighed slowing growth and high AI inference costs.
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