Figma reports Q3 revenue up 43% YoY to $391.4M, above est., gross margin of 80%, below 81% est., and lifts its 2026 revenue outlook; FIG drops 6%+ after hours
THE SO WHAT
Figma growing 43% YoY to $391.4M while leaning on AI credits and in-house models shows the new playbook — bundle AI into usage and protect margins via owned infra. For product leaders, the bar is now “AI-native pricing and packaging” rather than tacking on a co-pilot SKU.
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