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Design Software (NYSE: FIG)Founded 2012·San Francisco, CA

Figma

The collaborative design platform that went public in 2025 after walking away from Adobe's $20B.

Updated June 28, 2026 · Analysis by Trace Cohen · www.figma.com

Valuation
Public (NYSE: FIG)

IPO July 31, 2025 at $33

NYSE: FIG
Public since

IPO July 31, 2025 at $33

$1.056B
FY2025 revenue

+41% YoY

136%
Net dollar retention

best-in-class expansion

2012
Founded

by Dylan Field & Evan Wallace

Figma revenue

$1B+ and growing 40%+ — into and through the IPO.

Source: Figma financials

Valuation: Public (NYSE: FIG)

Figma IPO'd on the NYSE on July 31, 2025 at a $33.00 offer price, after Adobe's ~$20B acquisition was terminated in December 2023. The stock briefly traded above a $60B implied value on day one before settling well below that — public-market cap moves daily, so check a live quote before relying on a figure.

How Figma makes money

Figma sells seat-based SaaS across Starter, Professional, Organization, and Enterprise tiers, spanning a multi-product platform: Figma Design, FigJam (whiteboarding), Dev Mode (design-to-code), Slides, and newer Make/Sites/Buzz products. Growth comes from landing teams and expanding across an organization — reflected in a 136% net dollar retention rate.

Crossing $1.056B in FY2025 revenue (+41% YoY) with that retention is what made the public-market debut credible. The strategic question now is whether Figma's multi-product expansion outruns AI-design newcomers and Adobe's renewed competition.

Funding

After Adobe's planned ~$20B acquisition was terminated in December 2023 (over regulatory pushback), Figma went public on July 31, 2025 at a $33 offer price, with Morgan Stanley, Goldman Sachs, Allen & Co., and J.P. Morgan underwriting. FY2026 revenue guidance is roughly $1.37 billion.

Competitive landscape

Adobe (XD / Creative Cloud)

The former acquirer and incumbent design suite.

Canva

Mass-market design at the low end.

Framer

Design-to-web.

Sketch

The Mac-native incumbent Figma displaced.

TC

Trace's Take

Trace Cohen · early-stage VC

Figma is the rare company that turned a broken $20B acquisition into a stronger independent outcome — walked from Adobe, then IPO'd on its own terms with $1B+ revenue and 136% NDR. The post-IPO drift below its debut price is the real lesson: even great businesses get repriced when public markets stop paying private-round multiples. Figma's next act is proving its multi-product expansion (Dev Mode, Make, Sites) compounds faster than AI design tools can commoditize the core.

Frequently asked questions

Is Figma a public company?+

Yes. Figma went public on the NYSE under the ticker FIG on July 31, 2025 at a $33.00 offer price, after Adobe's roughly $20 billion acquisition was terminated in December 2023.

How much revenue does Figma make?+

Figma reported $1.056 billion in FY2025 revenue, up 41% year over year, with a 136% net dollar retention rate. FY2026 guidance is roughly $1.37 billion.

How does Figma make money?+

Through seat-based SaaS subscriptions across Starter, Professional, Organization, and Enterprise tiers, spanning Figma Design, FigJam, Dev Mode, Slides, and newer products — with growth driven by expansion within organizations.

Related

IPO Dashboard→
2025 IPO Class→
Figma in the news (Pulse)→
Company profiles→

Sources

  • Figma — FY2025 financial results
  • StockAnalysis.com — FIG

Analysis by Trace Cohen · @Trace_Cohen · t@nyvp.com. Figures are as of the update date; verify before relying on them.