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Figma, Inc. (FIG) Q4 2025 Earnings Call Transcript

Seeking Alpha
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Figma reported Q4 2025 earnings on February 18, 2026, with CEO Dylan Field and CFO Praveer Melwani highlighting financial performance and strategic growth. The call addressed revenue, market demand, and product development plans. Management issued forward-looking guidance on financial performance, emphasizing expansion in enterprise adoption and AI-driven design tools. Risks were noted, including competitive pressures and market volatility. Analysts from firms like Goldman Sachs and Morgan Stanley questioned growth strategies, customer retention, and partnerships. Field stressed innovation in collaborative design platforms as a key differentiator. The company disclaimed obligations to update projections, citing SEC filings for risk factors. Investors were urged to review regulatory documents for potential variances in actual results. Figma’s leadership underscored long-term vision, including AI integration and global scaling, while acknowledging macroeconomic challenges. The call concluded with a focus on sustainable growth.
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SA Transcripts158.48K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Figma, Inc. (FIG) Q4 2025 Earnings Call February 18, 2026 5:00 PM EST Company Participants Brendan Mulligan - General Counsel & SecretaryDylan Field - CEO, President & ChairmanPraveer Melwani - CFO & Treasurer Conference Call Participants Arjun Bhatia - William Blair & Company L.L.C., Research DivisionMichael Turrin - Wells Fargo Securities, LLC, Research DivisionKeith Weiss - Morgan Stanley, Research DivisionGabriela Borges - Goldman Sachs Group, Inc., Research DivisionRishi Jaluria - RBC Capital Markets, Research DivisionWilliam Fitzsimmons - Piper Sandler & Co., Research DivisionJohn McShane - Stifel, Nicolaus & Company, Incorporated, Research DivisionAleksandr Zukin - Wolfe Research, LLC Presentation Operator Well, good day, everyone, and welcome to the Figma Q4 2025 Earnings Call. Today's call is being recorded. [Operator Instructions] I would now like to turn the conference over to Mr. Brendan Mulligan. Please go ahead. Brendan MulliganGeneral Counsel & Secretary Good afternoon and thank you for joining us on today's conference call to discuss Figma's results for the fourth quarter of and full year 2025. On the call, we have Dylan Field, Figma's Co-Founder and Chief Executive Officer; and Praveer Melwani, our Chief Financial Officer. During the course of today's call, we may make forward-looking statements, including, but not limited to, statements regarding our guidance and future financial performance, market demand, product development, growth prospects, business strategies and plans, partnerships, ability to attract and retain customers and ability to compete effectively. These forward-looking statements are based on management's current views and assumptions and should not be relied upon as of any subsequent date, and we disclaim any obligation to update any forward-looking statements. Actual results may vary materially from today's statements. Information concerning our risks, uncertainties and other factors that could cause results to differ from these forward-looking statements are included in our filings with the SEC, including our

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