Figma (FIG) reports strong growth in paid customers, with 12,910 customers over $10,000 in ARR and 1,262 over $100,000 in ARR as of Sept. 30, 2025. The company’s net dollar retention rate for customers spending $10,000 or more annually is 131%, driving expansion within its customer base.

Figma adds over 90,000 paid teams in two quarters, totaling 540,000 paid customers. New products like Figma Make and AI features attract new users and increase usage within existing teams.

Figma Make, an AI-powered tool for creating prototypes, sees 30% adoption among customers spending $100,000 or more in ARR weekly by September 2025.

Figma launches 50+ new features in Q3 2025, including AI tools like Copy Design and Make Kits, enhancing design and product development workflows.

Adobe (ADBE) and Atlassian (TEAM) pose competition to Figma, expanding their clientele and AI-driven revenue base.

Adobe’s innovative AI products like Acrobat AI Assistant and Firefly drive strong adoption, with AI-influenced ARR exceeding $5 billion in Q3 2025.

Atlassian’s integration of generative AI features drives collaboration, with over 3.5 million monthly active users leveraging AI-powered tools.

Figma’s stock performance sees a 48.3% decline in the past three months, trading at a premium with a forward 12-month Price/Sales of 11.91X.

Figma’s consensus 2025 earnings estimate is 41 cents per share, reflecting a 37% increase over the past 30 days and a 110.96% increase from 2024.

Figma, Inc. holds a Zacks Rank #3 (Hold) and offers potential investment opportunities in the quantum computing space.

Read more at Nasdaq: Figma’s Paid Customer Count Rises: Is the Growth Thesis Strengthening?