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?