Figma Earnings: Will AI Fears Deepen 40% Drop or Spark a Rebound?

$Figma Inc (FIG.US)$ reports Feb 18 after the close, with investors watching whether software can stabilize after the recent AI-driven selloff. The focus is shifting from growth-at-all-costs to pricing power, enterprise demand, and competitive positioning vs AI-native design tools. Key watch: • Revenue growth & net retention rate • Enterprise expansion and large-customer adds • AI feature monetization vs margin impact • Guidance amid rising AI competition Is AI truly disrupting core design workflows or has the market overreacted to the “software extinction” narrative? How do you expect?

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TigerObserver

18:04

Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus

Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so

Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus

Oleresh

16:01

$Figma(FIG)$ $Hut 8 Mining Corp(HUT)$ $Robinhood(HOOD)$ After back to back performance $Application Software(BK4023)$ 2024 in line position, all trade market could be rise to get more high level position. Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and this is great momentum for new gap point on historical records performance. ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s

這是甚麼東西

13:23

The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth & Net Retention Rate: Expectation: A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case: Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and

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The focus is shifting from growth-at-all-costs to pricing power, enterprise demand, and competitive positioning vs AI-native design tools.\nKey watch:\n• Revenue growth & net retention rate\n• Enterprise expansion and large-customer adds\n• AI feature monetization vs margin impact\n• Guidance amid rising AI competition\nIs AI truly disrupting core design workflows or has the market overreacted to the “software extinction” narrative?\nHow do you expect?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1771171363837,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f1fc5f6a7fbe47fc9d86344e0f4df590}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1771776000000,"rewardEnd":false,"symbols":["FIG"],"tweetCounts":12,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Figma Earnings: Will AI Fears Deepen 40% Drop or Spark a Rebound?","tweetAmount":12,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","allList":[{"id":533363971834400,"gmtCreate":1771236265512,"gmtModify":1771236297467,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000439","authorIdStr":"9000000000000439"},"themes":[],"title":"Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus","htmlText":"Last Week's Recap 1. 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The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. 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Expectations for Figma's Earnings Revenue Growth &amp; Net Retention Rate: Expectation:&nbsp;A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case:&nbsp;Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and","text":"The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth & Net Retention Rate: Expectation: A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case: Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533290319377896","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":533363971834400,"gmtCreate":1771236265512,"gmtModify":1771236297467,"author":{"id":"9000000000000439","authorId":"9000000000000439","name":"TigerObserver","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000439","idStr":"9000000000000439"},"themes":[],"title":"Weekly: Major Indexes Falls, Fed's Minutes & US Q425 GDP in Focus","htmlText":"Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so","listText":"Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. Yields fall from about 4.20% to 4.05%: Prices of U.S. government bonds rose, sending yields lower, after so","text":"Last Week's Recap 1. The US Market - U.S. Stock Market Faces Downward trend Amid Mixed Economic Signals Downward trend:The major U.S. stock indexes fell around 1% to 2% as shifting narratives about AI prospects and technology stocks continued to drive the broader market. Jobs resilience:U.S. jobs growth in more than double exceeded expectations, helping to ease recent concerns about labor market weakness. Inflation moderation:CPI rose at an annual rate of 2.4% in January, down from 2.7% the previous month, and the lowest figure since May 2025. Earnings outperformance: Nearly three-quarters completed earnings release, overall earnings growth remained well above analysts’ expectations. 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The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth &amp; Net Retention Rate: Expectation:&nbsp;A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case:&nbsp;Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and","listText":"The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth &amp; Net Retention Rate: Expectation:&nbsp;A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case:&nbsp;Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and","text":"The upcoming Figma earnings report on February 18 is highly anticipated, especially given the recent AI-driven selloff in the software sector. The focus has indeed shifted from growth-at-all-costs to more nuanced metrics such as pricing power, enterprise demand, and competitive positioning against AI-native design tools. Expectations for Figma's Earnings Revenue Growth & Net Retention Rate: Expectation: A moderate slowdown in revenue growth due to the current economic climate and increased competition from AI-driven design tools. However, the net retention rate is expected to remain strong, indicating loyal customer base and successful upselling/cross-selling efforts. Bull Case: Figma surprises with better-than-expected revenue growth, driven by strong enterprise adoption and","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533290319377896","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":533328611485224,"gmtCreate":1771228908577,"gmtModify":1771228926816,"author":{"id":"4234155590989052","authorId":"4234155590989052","name":"Oleresh","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234155590989052","idStr":"4234155590989052"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$ </a>&nbsp; <a href=\"https://ttm.financial/S/HUT\">$Hut 8 Mining Corp(HUT)$&nbsp;</a>&nbsp; <a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$&nbsp;</a>&nbsp; After back to back performance&nbsp;<a href=\"https://ttm.financial/S/BK4023\">$Application Software(BK4023)$ </a> 2024 in line position, all trade market could be rise to get more high level position.&nbsp; Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and&nbsp; this is great momentum for new gap point on historical records performance.&nbsp; ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s","listText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$ </a>&nbsp; <a href=\"https://ttm.financial/S/HUT\">$Hut 8 Mining Corp(HUT)$&nbsp;</a>&nbsp; <a href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$&nbsp;</a>&nbsp; After back to back performance&nbsp;<a href=\"https://ttm.financial/S/BK4023\">$Application Software(BK4023)$ </a> 2024 in line position, all trade market could be rise to get more high level position.&nbsp; Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and&nbsp; this is great momentum for new gap point on historical records performance.&nbsp; ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s","text":"$Figma(FIG)$ $Hut 8 Mining Corp(HUT)$ $Robinhood(HOOD)$ After back to back performance $Application Software(BK4023)$ 2024 in line position, all trade market could be rise to get more high level position. Meanwhile bitcoin performance this years downtrend from cycle time frame every 4 years and this is great momentum for new gap point on historical records performance. ■ soon possible trade market could be normally and get point back after Q2, that means from volatility index have cycle time to high more with indicator tools. ■ Impact from bitcoin performance in Q1 s","images":[{"img":"https://community-static.tradeup.com/news/6c8449942fb8a07b2f70e285068bada4","width":"720","height":"488"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/533328611485224","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0}]}