Core Insights - Figma (FIG) is set to report its fourth-quarter 2025 results on February 18, with expected revenues between $292 million and $294 million, aligning with the Zacks Consensus Estimate of $293 million for revenues [1] - The Zacks Consensus Estimate for Figma's earnings per share in the fourth quarter is 7 cents, remaining unchanged over the past 30 days [1] Revenue and Customer Growth - Figma has expanded its product portfolio with AI-integrated products, contributing to robust customer base growth, with approximately 30% of customers spending $100,000 or more in ARR using Figma Make weekly by the end of the previous quarter [2] - In the third quarter of 2025, Figma added over 90,000 paid teams in two quarters, bringing the total to 540,000 paid customers, indicating strong customer acquisition momentum expected to continue into the fourth quarter [3] AI Integration and Innovations - Figma has integrated Gemini 3 Pro with Nano Banana Pro into its design workflows, enhancing AI image generation and editing capabilities, and collaborated with OpenAI to allow editors to use ChatGPT for creating visual assets [4] - The collaboration with ChatGPT and ongoing innovations are likely to help Figma retain its customer base amidst competition from newer generative AI platforms [5] Financial Performance and Margins - Figma's operating margins shrank in the third quarter of 2025 due to significant increases in non-GAAP research and development (43.6%), sales and marketing (18.6%), and general and administrative expenses (68.2%), a trend expected to persist in the upcoming quarter [6] Earnings Prediction - Current analysis indicates that Figma's earnings prediction does not suggest a likely earnings beat, with an Earnings ESP of -7.69% and a Zacks Rank of 4 (Sell) [7]
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