Filing Flows › Figma (FIG) › Guidance & outlook
Figma (FIG) guidance and outlook
Figma (FIG) raised its guidance on Nov 4, 2026: Revenue $402M–$404M for Q4 2026; Revenue +33% for Q4 2026; Revenue $1.5B for FY2026; Revenue +42% for FY2026. Figma's 10-Q filed Nov 4, 2026 makes 24 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $402M–$404M | new |
| Revenue | Q4 2026 | +33% | new |
| Revenue | FY2026 | $1.5B | raised |
| Revenue | FY2026 | +42% | raised |
| Operating income | FY2026 | $158M–$163M | raised |
| Operating margin | FY2026 | 11% | raised |
| Tax rate | FY2026 | 14.5% | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- We believe AI will continue to accelerate this journey by helping users of all skill levels to ideate, iterate, and build faster.
- We calculate annual recurring revenue (“ARR”) as the annualized value of our active customer agreements as of the measurement date, assuming any agreement that expires during the next twelve months following the measurement date is renewed on existing terms. 2 ARR is not a forecast of future revenue, which can be impacted by contract start and end dates and renewal rates.
- We expect our Free Cash Flow to fluctuate in future periods as we invest in our business to support our plans for growth.
- As a part of our product innovation, we have made and will continue to make significant investments to integrate AI, including generative AI, into our platform.
- We expect that the use of AI technologies and our investments to integrate AI into our platform will impact our business, operating results, and financial condition.
- For example, in the short-term, we expect that our AI investments and use of AI technologies, including spend on AI inference and model training, will impact our cost of revenue, research and development expenses, and sales and marketing expenses, which we expect to negatively impact our gross margins and operating margins.
- These costs may also fluctuate from period to period as we implement operational and platform changes intended to manage usage and optimize the efficiency of our AI-related spend.
- Depending on the timing of investments in our platform, including those related to our AI initiatives, we expect that our cost of revenue will increase in absolute dollars as our business grows and will fluctuate as a percentage of our revenue from period-to-period depending on the timing of these investments.
- Over time, we expect that our research and development expenses will increase in absolute dollars relative to our research and development expenses prior to 2025, as we continue to invest in our platform.
- the timing of our investments, including those related to our AI initiatives, we anticipate that research and development expenses may fluctuate as a percentage of our revenue from period-to-period.
- Over time, we expect that our sales and marketing expenses will increase in absolute dollars relative to our sales and marketing expenses prior to 2025, as our business grows and we continue to scale our go-to-market organization.
- However, depending on the timing of our investments, including those related to our AI initiatives, we anticipate that sales and marketing expenses will fluctuate as a percentage of revenue from period-to-period.
Figma's latest quarter
Figma, Q3 2026: revenue $391M (+43% year over year), operating margin -30.4%, net loss $81.3M, operating cash flow $48.4M. The chart follows the revenue to costs, profit and cash.
Questions
Did Figma raise or lower its guidance?
Figma (FIG) raised its guidance on Nov 4, 2026: Revenue $402M–$404M for Q4 2026; Revenue +33% for Q4 2026; Revenue $1.5B for FY2026; Revenue +42% for FY2026.
What does Figma expect?
We believe AI will continue to accelerate this journey by helping users of all skill levels to ideate, iterate, and build faster. We calculate annual recurring revenue (“ARR”) as the annualized value of our active customer agreements as of the measurement date, assuming any agreement that expires during the next twelve months following the measurement date is renewed on existing terms. 2 ARR is not a forecast of future revenue, which can be impacted by contract start and end dates and renewal rates. We expect our Free Cash Flow to fluctuate in future periods as we invest in our business to sup
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.