Figma Inc-A 2026年季度报告

FORM 10-Q (Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For transition period from ________ to ________Commission File Number 001-42761 FIGMA, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction ofincorporation or organization) (I.R.S. EmployerIdentification Number) (Zip Code) (415) 890-5404(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuantto Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrantwas required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reportingcompany,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large acceleratedfiler Non-accelerated filer☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act): Yes☐No☒ As of May11, 2026, the registrant had outstanding 445,682,595 shares of Class A common stock, 82,693,978 shares of Class Bcommon stock, andnoshares of Class C common stock, each with a par value of $0.00001. Table of Contents Summary Risk FactorsSpecial Note Regarding Forward-Looking StatementsFinancial InformationFinancial Statements (unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive Income (Loss)Condensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Condensed Consolidated Financial Statements ITEM 2.Management’s Discussion and Analysis of Financial Condition and Results ofOperationsITEM 3.Quantitative and Qualitative Disclosures about Market RiskITEM 4.Controls and Procedures PART II.Other InformationITEM 1.Legal ProceedingsITEM 1A.Risk FactorsITEM 2.Unregistered Sales of Equity Securities and Use of ProceedsITEM 3.Defaults Upon Senior SecuritiesITEM 4.Mine Safety DisclosuresITEM 5.Other InformationITEM 6.Exhibits Signatures Summary Risk Factors Our business is subject to numerous risks and uncertainties and this summary provides an overview of such risks. Youshould read this risk factor summary together with the more detailed discussion of risks and uncertainties included in thesection titled “Risk Factors” contained within this Quarterly Report on Form 10-Q. •We have experienced rapid growth which may not be indicative of our future growth, and if we do not effectivelymanage our future growth, our business, operating results, financial condition, and future prospects may beadversely affected. Our rapid growth also makes it difficult to evaluate future prospects.•Our operating results may fluctuate significantly, which could make our future results difficult to predict and couldcause our operating results to fall below expectations.•We have a limited operating history at our current scale, which makes it difficult to evaluate our current businessand future prospects and increases the risks associated with your investment.•Changes in our pricing, packaging, or billing models could adversely affect our business, operating results,financial condition, and future prospects.•Third-party artificial intelligence (“AI”) agents and tools that operate on or through our platform may circumvent ourpricing and packaging models, increase our costs, and adversely affect our business, operating results, financialcondition, and future prospects.•Over time, we expect to introduce products, features, and services, or otherwise implement pricing and packagingmodels, that are billed differently than on a per-seat subscription basis, which could adversely affect our business,operating results, financial condition, and future prospects.•If we are unable to attract new customers or retain and increase adoption of our produc