Shares in Figma Inc. shot up more than 14% in after-hours trading today after the graphic design software provider impressed investors with earnings and revenue beats in its fiscal 2025 fourth quarter and provided guidance ahead of expectations.

For the quarter ended Dec. 31, Figma reported adjusted earnings per share of eight cents, up from six cents per share in the same quarter of 2024, on revenue of $303.8 million, up an impressive 40% year-over-year. Both figures were ahead of the seven cents per share and revenue of $293.15 million expected by analysts.

Figma ended the quarter with 13,861 paying customers with more than $10,000 in annual recurring revenue, 1,405 customers with more than $100,000 in ARR and 67 customers with more than $1 million in ARR. Those customers are also sticking around, as the company reported a 136% net dollar retention rate.

Customer growth was key, as weekly active users of Figma Make, the company’s artificial intelligence-powered feature that lets users generate editable user interface designs and prototypes from natural-language prompts, grew more than 70% quarter-over-quarter. More than half of paid customers with more than $100,000 in annual recurring revenue were building in Figma Make on a weekly basis through the quarter.

Business highlights in the quarter included expanded functionality and broader availability of Figma Make, including support for experimental models Gemini 3 Pro and Claude Opus 4.6.

The company introduced Make Connectors that allow users to pull contextual data from external platforms such as Atlassian, GitHub, Notion and Linear when building apps or prototypes and released a new Claude Code to Figma integration that imports user interfaces generated in Claude Code directly into Figma’s infinite canvas as fully editable layers.

Figma also launched three new AI-powered image editing tools for precision editing inside the canvas and acquired AI design startup Weavy Inc., now rebranded as Figma Weave, combining multiple leading AI models with professional-grade editing tools in a browser-based environment.

For the full year, Figma reported diluted adjusted earnings per share of 30 cents, up from 25 cents per share in 2024, on revenue of $1.056 billion, up 41% year-over-year.

“2025 was a massive year for Figma and the fourth quarter was our best quarter yet,” co-founder and Chief Executive Dylan Field said in the company’s earnings release. “Our accelerated revenue and customer growth going into 2026 reflect design’s power and Figma’s essential place at the center of the product development stack.”

Looking forward, Figma says that it expects revenue of $315 million to $317 million in its fiscal 2026 first quarter, significantly ahead of the $292.5 million expected by analysts. For the full year, the company forecasts revenue of $1.366 billion to $1.374 billion, ahead of an expected $1.286 billion.

Image: Figma