# Figma paid customers >$100k arr in fiscal 2026

paid customers >$100k arr in 2026

Updated: July 30, 2026

Category: Financials

Tags: KPIs

HTML: /markets/financials/kpis/figma-paid-customers-100k-arr-in-fiscal-2026/

## Short Answer

**Key takeaway.** Both the **model** and the **market** expect Above 1850 Figma paid customers with over **$100**k ARR in fiscal 2026, with no compelling evidence of mispricing.

## Key Claims (January 2026)

**- - Above 1850 likely given 48% YoY growth for >$100k ARR customers (Q1 2026).** - Surpassing 1950 is possible with H2 2026 AI product integrations and hybrid monetization.

### Why This Matters (GEO)

- AI agents extract claims, not arguments.
- Improves citation probability in summaries and answer cards.
- Enables fact stitching across multiple sources.

## Executive Verdict

**Key takeaway.** **Market** at 76c prices higher than the **72.5%** **model** for Figma's growth, with 1.3x payout at **73%** true **probability**.

### Who Wins and Why

| Outcome | Market | Model | Why |
| --- | --- | --- | --- |
| Above 2000 | 34.0% | 42.0% | Model higher by 8.0pp |
| Above 1950 | 52.0% | 48.5% | Market higher by 3.5pp |
| Above 1850 | 78.0% | 72.5% | Market higher by 5.5pp |

## Model vs Market

| Outcome | Market Probability | Octagon Model Probability |
| --- | --- | --- |
| Above 2000 | 34.0% | 42.0% |
| Above 1950 | 52.0% | 48.5% |
| Above 1850 | 78.0% | 72.5% |
| Above 1900 | 64.0% | 55.2% |
| Above 2050 | 45.0% | 35.5% |

- Expiration: May 26, 2027

## Market Behavior & Price Dynamics

This market repriced violently upward in a single session and has since stabilized. The contract opened at a 1.0% probability before jumping 74 percentage points to 75.0% on July 29, 2026. The price has subsequently drifted higher to its current 76.0% level. The provided context indicates this price spike was likely driven by strong investor sentiment and analyst commentary on Figma's enterprise growth prospects, which appears to have affected related markets simultaneously. This move followed earlier financial reports from Figma, which disclosed 1,525 paid customers with over $100k in annual recurring revenue as of March 31, 2026, a 48% year-over-year increase.

Market depth appears to be extremely thin. Total volume traded is low at only 85 contracts, and sample data shows zero volume transacted during the initial 74-point price surge. This suggests the price was set by an initial repricing on very low liquidity rather than a consensus formed through active trading. The 75.0% level now acts as the primary support, with the price failing to break below it since the initial gap up.

The current 76.0% probability implies high market confidence that Figma will achieve the contract's resolution target. Based on the March 31 figures, the market is pricing a high likelihood that Figma will add the necessary number of high-value customers by the end of its fiscal year. However, the lack of significant trading volume means this high probability has not been rigorously tested by broad market participation. The sentiment is decisively positive, but conviction, as measured by volume, is weak.

## Significant Price Movements

#### 📉 July 30, 2026: 53.0pp drop

Price decreased from 87.0% to 34.0%

**Outcome:** Above 2000

**What happened:** The primary driver of the 53.0 percentage point drop in the prediction market price was likely the significant investor concern regarding competition from generative AI tools, which caused Figma stock to decline over 50% in the first half of 2026 [[^]](https://www.fool.com/investing/2026/07/10/why-figma-stock-lost-52-in-the-first-half-of-2026/)[[^]](https://www.tikr.com/blog/figma-fig-stock-drop-ai-competitors). News reports, such as one on July 10, 2026, specifically attributed this sharp stock decline to fears of competition from tools like Anthropic's Claude Design, directly preceding the prediction market's drop [[^]](https://www.fool.com/investing/2026/07/10/why-figma-stock-lost-52-in-the-first-half-of-2026/)[[^]](https://www.tikr.com/blog/figma-fig-stock-drop-ai-competitors). This broad negative sentiment about Figma's future growth prospects, particularly in its high-value customer segments, likely led participants to significantly lower their probability for the company to achieve "Above 2000" customers with over $100k ARR by fiscal 2026, following its Q1 2026 report of 1,525 such customers as of March 31, 2026 [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://investor.wedbush.com/wedbush/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results)[[^]](https://www.fool.com/investing/2026/07/10/why-figma-stock-lost-52-in-the-first-half-of-2026/). Social media was not identified as a primary driver or significant accelerant based on the provided research.

#### 📈 July 29, 2026: 86.0pp spike

Price increased from 1.0% to 87.0%

**Outcome:** Above 2000

**What happened:** The 86.0 percentage point spike in the prediction market price for Figma paid customers >$100k ARR "Above 2000" on July 29, 2026, appears primarily driven by strong investor optimism and analyst commentary surrounding Figma's enterprise growth potential [[^]](https://www.tikr.com/blog/figma-stock-is-up-22-this-week-heres-whats-fueling-the-rally)[[^]](https://www.zacks.com/stock/news/2963297/figma-inc-fig-earnings-expected-to-grow-should-you-buy?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_9-2963297)[[^]](https://www.fool.com/investing/2026/07/29/1-reason-i-havent-bought-figma-and-dont-see-a-scen/)[[^]](https://www.defenseworld.net/2026/07/27/entropy-technologies-lp-buys-shares-of-107071-figma-inc-fig.html)[[^]](https://www.fool.com/coverage/charts/2026/07/25/figma-vs-ibm-what-revenue-growth-trends-tell-investors-about-the-young-software-design-company-and-the-veteran-artificial-intelligence-tech-giant/)[[^]](https://www.fool.com/investing/2026/07/24/why-figma-stock-fell-16-this-week/)[[^]](https://www.defenseworld.net/2026/07/21/figma-inc-fig-stock-position-raised-by-amova-asset-management-americas-inc.html). Figma shares rallied significantly in the week leading up to this date, fueled by positive sentiment from its Q1 2026 earnings and anticipation of Q2 results, along with Bank of America's "Buy" rating emphasizing AI's role in strengthening Figma's enterprise workflow position [[^]](https://www.tikr.com/blog/figma-stock-is-up-22-this-week-heres-whats-fueling-the-rally)[[^]](https://www.zacks.com/stock/news/2963297/figma-inc-fig-earnings-expected-to-grow-should-you-buy?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_9-2963297)[[^]](https://www.fool.com/investing/2026/07/29/1-reason-i-havent-bought-figma-and-dont-see-a-scen/)[[^]](https://www.defenseworld.net/2026/07/27/entropy-technologies-lp-buys-shares-of-107071-figma-inc-fig.html)[[^]](https://www.fool.com/coverage/charts/2026/07/25/figma-vs-ibm-what-revenue-growth-trends-tell-investors-about-the-young-software-design-company-and-the-veteran-artificial-intelligence-tech-giant/)[[^]](https://www.fool.com/investing/2026/07/24/why-figma-stock-fell-16-this-week/)[[^]](https://www.defenseworld.net/2026/07/21/figma-inc-fig-stock-position-raised-by-amova-asset-management-americas-inc.html). This broad positive momentum and the influence of analyst upgrades likely increased confidence in the company's ability to exceed the specified customer threshold [[^]](https://www.zacks.com/stock/news/2963297/figma-inc-fig-earnings-expected-to-grow-should-you-buy?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_9-2963297)[[^]](https://www.fool.com/investing/2026/07/29/1-reason-i-havent-bought-figma-and-dont-see-a-scen/). Social media was not identified as a primary driver, as no specific posts or viral narratives related to this KPI were found.

## Contract Snapshot

This Kalshi market concerns the number of Figma paid customers with over $100k Annual Recurring Revenue (ARR) in fiscal 2026.

A YES resolution for a specific contract is triggered if the number of Figma paid customers with >$100k ARR in fiscal 2026 is above the threshold specified in that contract (e.g., above 1950). Conversely, a NO resolution is triggered if this number is not above the specified threshold. Trading for this market ends on February 25, 4:00 PM EST, and the maximum payout date is May 26, 2027. No special settlement conditions are explicitly stated.

## Market Discussion

Figma announced 1,525 paid customers with over $100,000 in ARR as of March 31, 2026, representing a 48% year-over-year growth from 1,031 customers in Q1 2025 [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.stocktitan.net/sec-filings/FIG/10-q-figma-inc-quarterly-earnings-report-b7ed78fde00a.html)[[^]](https://investor.figma.com/financials/quarterly-results/default.aspx). Market commentary and analyst discussions frequently highlight the expansion of this enterprise customer segment as a key bull signal for Figma, pointing to deeper engagement, including AI credit consumption and seat expansion, and supporting buy ratings despite broader market concerns [[^]](https://s206.q4cdn.com/973901332/files/doc_financials/2026/q1/Figma-Q1-2026-Prepared-Remarks.pdf)[[^]](https://www.saastr.com/figma-grows-46-and-trades-at-6x-everyone-else-growing-30-trades-at-15-36x/)[[^]](https://invezz.com/za/news/2026/07/07/figma-stock-jumps-6percent-as-bofa-backs-ai-outlook/)[[^]](https://www.tradingkey.com/analysis/stocks/us-stocks/262045224-figma-fig-stock-forecast-july-22-2026-trendline-break-q2-earnings-tradingkey).

## Market Data

| Contract | Yes Bid | Yes Ask | Last Price | Volume | Open Interest |
| --- | --- | --- | --- | --- | --- |
| Above 1850 | 75% | 83% | 78% | $85.24 | $66.12 |
| Above 1900 | 59% | 67% | 64% | $58 | $31 |
| Above 1950 | 46% | 54% | 52% | $204.01 | $202.01 |
| Above 2000 | 29% | 37% | 34% | $507 | $402 |
| Above 2050 | 16% | 23% | 45% | $4 | $3 |

## What quarterly net additions of >$100k ARR customers are required in Q2, Q3, and Q4 of FY2026 for Figma to surpass the 1,950-customer mark?

Target customer mark for FY2026 | 1,950 [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.stocktitan.net/sec-filings/FIG/10-q-figma-inc-quarterly-earnings-report-b7ed78fde00a.html) |
Customers at end of Q1 2026 | 1,525 [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.stocktitan.net/sec-filings/FIG/10-q-figma-inc-quarterly-earnings-report-b7ed78fde00a.html) |
Additional customers required | 425 [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.stocktitan.net/sec-filings/FIG/10-q-figma-inc-quarterly-earnings-report-b7ed78fde00a.html) |

**Figma targets 1,950 high-value customers by fiscal year-end 2026**

Figma targets 1,950 high-value customers by fiscal year-end 2026. To achieve this objective, Figma needs to add a total of 425 net customers each generating more than **$100,000** in Annual Recurring Revenue (ARR). As of March 31, 2026, which marked the close of its fiscal Q1 2026, the company reported 1,525 paid customers meeting this financial criterion [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.stocktitan.net/sec-filings/FIG/10-q-figma-inc-quarterly-earnings-report-b7ed78fde00a.html).

An additional 425 customers are needed across three quarters. These remaining net customers must be acquired during the second, third, and fourth quarters of the fiscal year 2026. While the total number of new customers required to meet the target is clear, the available information does not specify the precise net additions needed for each individual quarter [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.stocktitan.net/sec-filings/FIG/10-q-figma-inc-quarterly-earnings-report-b7ed78fde00a.html).

## What are the latest consensus analyst estimates for Figma's total >$100k ARR customer count at the end of fiscal year 2026?

FY2026 End >$100k ARR Customer Estimates | Not available [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://investor.wedbush.com/wedbush/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results) |
Q1 FY2026 >$100k ARR Customers | 1,525 (as of March 31, 2026) [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://investor.wedbush.com/wedbush/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results) |
FY2025 End >$100k ARR Customers | 1,405 (as of December 31, 2025) [[^]](https://investor.figma.com/financials/quarterly-results/default.aspx)[[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results/default.aspx)[[^]](https://markets.financialcontent.com/pennwell.oilgasjournal/article/bizwire-2026-2-18-figma-announces-fourth-quarter-and-fiscal-year-2025-financial-results) |

**Official consensus analyst estimates for Figma's total customer count with over $100,000 in Annual Recurring Revenue (ARR) by the end of fiscal year 2026 are not available**

Official consensus analyst estimates for Figma's total customer count with over **$100,000** in Annual Recurring Revenue (ARR) by the end of fiscal year 2026 are not available. Figma does not provide official consensus analyst estimates or internal projections specifically for this >**$100**k ARR customer count for fiscal year 2026. Although Figma offers specific guidance for quarterly revenue, operating income, and full-year revenue, the company does not provide official forecasts for the >**$100**k ARR customer count for the full fiscal year 2026 [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://investor.wedbush.com/wedbush/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results).

Recent customer count data and **market** sentiment offer some insight. As of March 31, 2026, which marked the end of Q1 fiscal year 2026, Figma reported 1,525 paid customers with more than **$100,000** in ARR. Figma concluded fiscal year 2025 on December 31, 2025, with 1,405 paid customers meeting the >**$100**k ARR threshold [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://investor.wedbush.com/wedbush/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results)[[^]](https://investor.figma.com/financials/quarterly-results/default.aspx)[[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results/default.aspx)[[^]](https://markets.financialcontent.com/pennwell.oilgasjournal/article/bizwire-2026-2-18-figma-announces-fourth-quarter-and-fiscal-year-2025-financial-results). While prediction markets show activity regarding Figma's >**$100**k ARR customer counts for specific quarters, such as Q2 2026, with traders forecasting numbers above 1,550-1,675 for those periods, these figures represent **market** sentiment rather than official company or consensus analyst forecasts for the entire fiscal year [[^]](https://www.oddsbridge.app/event/figma-paid-customers-100k-arr-in-q2)[[^]](https://www.coinrithm.com/de/prognosemaerkte/kalshi/kxfig-26sephiarr).

## How does Figma's enterprise customer acquisition strategy compare to that of Adobe's Creative Cloud for Enterprise in the current fiscal year?

Figma Paid Customers >$100k ARR | 1,525 (as of March 31, 2026) [[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.morningstar.com/news/business-wire/20260514730702/figma-announces-first-quarter-2026-financial-results) |
Figma YoY Growth for >$100k ARR Customers | 48% [[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.morningstar.com/news/business-wire/20260514730702/figma-announces-first-quarter-2026-financial-results) |
Adobe Q2 2026 Freemium MAU Surge | 70% [[^]](https://www.earningsiq.co/articles/adobe_adbe_q2_2026_freemium_mau_surges_70_signaling) |

**Figma's enterprise strategy leverages product-led growth with sales expansion**

Figma's enterprise strategy leverages product-led growth with sales expansion. Figma's enterprise customer acquisition strategy in fiscal 2026 is anchored in a sales-led expansion **model** that builds upon its well-established product-led growth (PLG) and community-driven virality [[^]](https://www.kazuha.ai/sources/the-twenty-minute-vc-20vc-venture-capital-startup-funding-the-pitch/posts/20sales-inside-figma-s-1bn-arr-revenue-machine-why-we-do-not-have-customer-succe)[[^]](https://growthsprints.beehiiv.com/p/how-figma-gets-customers-1b-arr)[[^]](https://nrich.io/challenger-brand-gtm-library/figma). This approach prioritizes frictionless adoption and targets existing power users through strategic outbound efforts. This strategy has led to significant growth, with Figma reporting 1,525 paid customers generating over **$100,000** in annual recurring revenue (ARR) as of March 31, 2026, marking a **48%** year-over-year increase [[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://www.morningstar.com/news/business-wire/20260514730702/figma-announces-first-quarter-2026-financial-results).

Adobe pivots to an AI-driven freemium **model** for enterprise acquisition. In contrast, Adobe's Creative Cloud for Enterprise strategy for fiscal 2026 reflects a strategic pivot towards an AI-driven, freemium onboarding **model**, moving away from its traditional direct-to-paid approach [[^]](https://futurumgroup.com/insights/adobe-q2-fy-2026-ai-demand-strengthens-results-as-freemium-strategy-expands/)[[^]](https://www.earningsiq.co/articles/adobe_adbe_q2_2026_freemium_mau_surges_70_signaling). The primary objective is to maximize Monthly Active Users (MAU) and cultivate long-term engagement by integrating its extensive portfolio, encompassing Creative Cloud, Document Cloud, and Experience Cloud. This strategy incorporates agentic AI and credit-based monetization to broaden its total addressable **market** and foster upsell opportunities within large enterprises. This strategic shift is evidenced by a **70%** surge in Adobe's freemium MAU during Q2 2026 [[^]](https://futurumgroup.com/insights/adobe-q2-fy-2026-ai-demand-strengthens-results-as-freemium-strategy-expands/)[[^]](https://www.earningsiq.co/articles/adobe_adbe_q2_2026_freemium_mau_surges_70_signaling).

Both companies pursue engagement and enterprise expansion via distinct approaches. Both Figma and Adobe are intensely focused on driving engagement and expanding their enterprise customer base, but they achieve these goals through distinct strategic frameworks. Figma capitalizes on its foundational product-led growth with a targeted sales-led overlay, while Adobe strategically employs an AI-driven freemium **model** to broaden its user base and encourage long-term commitment [[^]](https://futurumgroup.com/insights/adobe-q2-fy-2026-ai-demand-strengthens-results-as-freemium-strategy-expands/)[[^]](https://www.earningsiq.co/articles/adobe_adbe_q2_2026_freemium_mau_surges_70_signaling)[[^]](https://www.kazuha.ai/sources/the-twenty-minute-vc-20vc-venture-capital-startup-funding-the-pitch/posts/20sales-inside-figma-s-1bn-arr-revenue-machine-why-we-do-not-have-customer-succe)[[^]](https://growthsprints.beehiiv.com/p/how-figma-gets-customers-1b-arr)[[^]](https://nrich.io/challenger-brand-gtm-library/figma).

## What is the historical quarter-over-quarter growth trend for Figma's >$100k ARR customer segment over the past eight fiscal quarters?

Q2 2025 Customers >$100k ARR | 1,119 [[^]](https://investor.figma.com/news-events/news/news-details/2025/Figma-Announces-Second-Quarter-2025-Financial-Results/default.aspx) |
Q4 2025 Customers >$100k ARR | 1,405 [[^]](https://markets.financialcontent.com/pennwell.oilgasjournal/article/bizwire-2026-2-18-figma-announces-fourth-quarter-and-fiscal-year-2025-financial-results) |
Q1 2026 Customers >$100k ARR | 1,525 [[^]](https://business.theantlersamerican.com/theantlersamerican/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results) |

**Figma's high-value customer segment demonstrates consistent quarter-over-quarter growth**

Figma's high-value customer segment demonstrates consistent quarter-over-quarter growth. Figma's paid customer segment, comprising those with over **$100,000** in Annual Recurring Revenue (ARR), has exhibited consistent quarter-over-quarter growth over the four most recently reported fiscal quarters. While this segment shows a clear upward trend, the provided data covers only this four-quarter period, making it impossible to fully ascertain a comprehensive historical trend for the past eight fiscal quarters.

This segment's customer count grew steadily across four fiscal quarters. The number of paid customers with ARR exceeding **$100,000** rose consistently from Q2 2025 to Q1 2026. In Q2 2025, the segment had 1,119 customers [[^]](https://investor.figma.com/news-events/news/news-details/2025/Figma-Announces-Second-Quarter-2025-Financial-Results/default.aspx). This figure increased to 1,262 customers in Q3 2025 [[^]](https://investor.figma.com/news-events/news/news-details/2025/Figma-Announces-Third-Quarter-2025-Financial-Results/default.aspx), and further to 1,405 customers by Q4 2025 [[^]](https://markets.financialcontent.com/pennwell.oilgasjournal/article/bizwire-2026-2-18-figma-announces-fourth-quarter-and-fiscal-year-2025-financial-results). Concluding on March 31, 2026, Q1 2026 reported 1,525 customers in this high-value segment [[^]](https://business.theantlersamerican.com/theantlersamerican/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results). This progression clearly illustrates a sustained upward trajectory in the number of customers generating over **$100,000** in ARR for Figma.

Future expectations anticipate continued expansion in this high-value customer group. Indicators suggest continued expansion for this customer segment, as reflected in a prediction **market** tracking Q2 2026 customer numbers. This **market** features strike prices ranging from 1,550 to 1,675 [[^]](https://kalshi.com/markets/kxfig/figma-kpi/kxfig-26sephiarr)[[^]](https://www.oddsbridge.app/event/figma-paid-customers-100k-arr-in-q2)[[^]](https://www.coinrithm.com/de/prognosemaerkte/kalshi/kxfig-26sephiarr), indicating an expectation of further growth.

## Beyond the upcoming Q2 earnings report, what product launches or market shifts could act as major catalysts for Figma's enterprise growth in H2 2026?

Enterprise Customer Growth | 48% YoY increase in customers with >$100k ARR (Q1 2026) [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://tradevae.com/news/stock-markets/bofa-reinstates-figma-at-buy-sees-generative-ai-as-a-growth-catalyst/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm) |
AI Credit Purchase | 75% of enterprise customers purchasing additional AI credits [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://tradevae.com/news/stock-markets/bofa-reinstates-figma-at-buy-sees-generative-ai-as-a-growth-catalyst/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm) |
Monetization Model Introduction | Hybrid monetization model introduced in 2026 [[^]](https://stockanalysis.com/stocks/fig/transcripts/691134-config-2026/)[[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://valueaddvc.com/blog/how-does-figma-make-money-seats-ai-credits-and-the-business-model-breakdown)[[^]](https://profitvisionlab.com/en/fig-product-creation-control-plane-ai-update-en/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/) |

**AI tools and market shifts will drive enterprise growth**

AI tools and **market** shifts will drive enterprise growth. Figma's enterprise growth in H2 2026 is expected to be significantly propelled by the deeper integration of design, engineering, and product management workflows, primarily through new AI-driven tools such as Code Layers, Figma Motion, and Agentic workflows [[^]](https://profitvisionlab.com/en/fig-product-creation-control-plane-ai-update-en/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/)[[^]](https://www.insidermonkey.com/blog/can-figma-fig-stay-the-control-layer-for-product-design-as-competition-mounts-1801630/). Concurrently, **market** shifts, including the expanding population of non-designers performing design tasks and the increasing complexity of overall workflows, contribute to this growth. These shifts emphasize the need for a unified collaboration platform, giving Figma an advantage over fragmented AI-native solutions [[^]](https://profitvisionlab.com/en/fig-product-creation-control-plane-ai-update-en/)[[^]](https://tradevae.com/news/stock-markets/bofa-reinstates-figma-at-buy-sees-generative-ai-as-a-growth-catalyst/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/).

Figma aims for a "control layer" with new monetization. These strategic initiatives are crucial to Figma's H2 2026 growth strategy, positioning the company as a foundational "control layer" for product development [[^]](https://profitvisionlab.com/en/fig-product-creation-control-plane-ai-update-en/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/)[[^]](https://www.insidermonkey.com/blog/can-figma-fig-stay-the-control-layer-for-product-design-as-competition-mounts-1801630/). In 2026, Figma also rolled out a hybrid monetization **model**, which combines traditional seat-based licensing with usage-based AI credits [[^]](https://stockanalysis.com/stocks/fig/transcripts/691134-config-2026/)[[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://valueaddvc.com/blog/how-does-figma-make-money-seats-ai-credits-and-the-business-**model**-breakdown)[[^]](https://profitvisionlab.com/en/fig-product-creation-control-plane-ai-update-en/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/). This **model** is bolstered by strong enterprise performance, evidenced by a **48%** year-over-year increase in customers with annual recurring revenue exceeding **$100,000** as of Q1 2026, and **75%** of enterprise customers choosing to purchase additional AI credits [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://tradevae.com/news/stock-markets/bofa-reinstates-figma-at-buy-sees-generative-ai-as-a-growth-catalyst/)[[^]](https://www.fool.com/earnings/call-transcripts/2026/05/15/figma-fig-q1-2026-earnings-call-transcript/)[[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm).

## What Could Change the Odds

**Figma's Q1 2026 revenue was $333.4 million, representing a 46% year-over-year increase [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://s206.q4cdn.com/973901332/files/doc_financials/2026/q1/Figma-Q1-2026-Prepared-Remarks.pdf).** As of March 31, 2026, the company reported 1,525 paid customers with over **$100,000** in ARR, a **48%** year-over-year rise [[^]](https://www.sec.gov/Archives/edgar/data/1579878/000162828026035087/q126pressrelease.htm)[[^]](https://investor.wedbush.com/wedbush/article/bizwire-2026-5-14-figma-announces-first-quarter-2026-financial-results)[[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://www.stocktitan.net/sec-filings/FIG/10-q-figma-inc-quarterly-earnings-report-b7ed78fde00a.html). The net dollar retention rate for customers with over **$10,000** in ARR stood at **139%** [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://s206.q4cdn.com/973901332/files/doc_financials/2026/q1/Figma-Q1-2026-Prepared-Remarks.pdf). Bullish catalysts include accelerated AI usage through offerings such as Figma Make, Weave, and MCP [[^]](https://bingx.com/en/learn/article/figma-fig-forecast-and-price-prediction-is-figma-a-good-investment), robust enterprise expansion [[^]](https://bingx.com/en/learn/article/figma-fig-forecast-and-price-prediction-is-figma-a-good-investment), and potential AI credit monetization [[^]](https://bingx.com/en/learn/article/figma-fig-forecast-and-price-prediction-is-figma-a-good-investment).

**Conversely, bearish catalysts encompass a significant August 2026 share lock-up expiration [[^]](https://www.tikr.com/blog/figma-stock-rose-9-this-week-where-fig-could-go-in-2026), AI-driven disruption of existing seat-based models [[^]](https://bingx.com/en/learn/article/figma-fig-forecast-and-price-prediction-is-figma-a-good-investment), and potential competitive commoditization [[^]](https://bingx.com/en/learn/article/figma-fig-forecast-and-price-prediction-is-figma-a-good-investment).** Figma's full-year 2026 revenue guidance is set between **$1.422** billion and **$1.428** billion, implying **35%** year-over-year growth at the midpoint [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://s206.q4cdn.com/973901332/files/doc_financials/2026/q1/Figma-Q1-2026-Prepared-Remarks.pdf). Non-GAAP operating income for the full year is projected from **$125** million to **$135** million [[^]](https://investor.figma.com/news-events/news/news-details/2026/Figma-Announces-First-Quarter-2026-Financial-Results/default.aspx)[[^]](https://s206.q4cdn.com/973901332/files/doc_financials/2026/q1/Figma-Q1-2026-Prepared-Remarks.pdf).

**Key takeaway.** Upcoming key dates include Figma's next earnings report on August 5, 2026, followed by another report on September 9, 2026 [[^]](https://www.tikr.com/blog/figma-stock-rose-9-this-week-where-fig-could-go-in-2026)[[^]](https://247wallst.com/investing/2026/07/16/price-prediction-figma-will-end-the-year-at-this-price/).

## Key Dates & Catalysts

- **Expiration:** May 26, 2027
- **Closes:** May 26, 2027

## Decision-Flipping Events

- Figma's Q1 2026 revenue was **$333.4** million, representing a **46%** year-over-year increase [^] [^] .
- As of March 31, 2026, the company reported 1,525 paid customers with over **$100,000** in ARR, a **48%** year-over-year rise [^] [^] [^] [^] .
- The net dollar retention rate for customers with over **$10,000** in ARR stood at **139%** [^] [^] .
- Bullish catalysts include accelerated AI usage through offerings such as Figma Make, Weave, and MCP [^] , robust enterprise expansion [^] , and potential AI credit monetization [^] .

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