Figma Inc · NYSE:FIG
Figma — Investor Day (June 2026)
39 slides from Figma's investor day presentation, Jun 24, 2026
Slide 1: Config 2026 Investor and Analyst Session
EONFIO Hi COMFIG 2026 @ INVESTOR AND ANALYST SESSION
Slide 2: Safe Harbor Statement and Disclaimer
M@@ SAFE HARBOR STATEMENT AND DISCLAIMER This presentation and accompanying oral commentary contains "forward-looking statements" within the meaning of applicable securities laws. All statements other than statements of historical fact could be deemed to be forward-looking, including, but not limite
Slide 3: Yuhki Yamashita, Chief Product Officer
Yuhki Yamashita Chief Product Officer Ml CONFIG 2026
Slide 4: Where the world's best teams build the world's best software
Where the world's best teams build the world's best software. Oo:@B °oBOa @®- B82
Slide 5: Anyone can build anything
Ml ANYONE CAN BUILD ANYTHING MENU (© PARIS +0
Slide 6: The effect: more output, less differentiation
MM THE EFFECT Relative change in monthly volume of iOS apps Agentic Al 180 App releases 160 140 120 100 Apps with significant usage 80 2023 2024 2025 2026 More output, Source: Writing Code vs. Shipping Code: Productivity Et less differentiation enerations of Al Coding Tools irer at al, 2026)
Slide 7: The effect: more capabilities, less cohesion
MM THE EFFECT Peter Hiall, my agent created this prototype that is now published to the web. Check it out, and give me feedback in &! ioe AS ies Last reply 2 minut James Shoot, you gave me feedback, was it in the video? Or somewhere else? Tara Imk if you got a chance to play with that prototype i pu
Slide 8: The power of the canvas
Wl THE POWER OF THE CANVAS The infinite canvas is the natural home for this kind of work. It keeps work, context, and collaborators in one place. It's a space to explore broadly, think deeply, and shape ideas into something distinctive.
Slide 9: What does the canvas need to be next?
en: What does the canvas need to be next? p= _— ym
Slide 10: Config 2026 Overview: an intelligent canvas for a new creative era
i CONFIG 2026 OVERVIEW Anintelligent canvas for a new creative era hy + “4 Create a tool that generates a dynamic bento b Defaut» @) New creative materials New intelligent tools “CODE LAYERS )( MOTION ) 3D TRANSFORMS SHADERS )( WEAVE ) (mutmipLaver AGENT CUSTOM SKILLS CONNECTORS )( GENERATIVE! Puuai
Slide 11: New creative materials
New creative materials Ml CONFIG 2026
Slide 12: Code editor in canvas
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Slide 13: We brought code to Figma last year
Ml NEWCREATIVE MATERIALS I've added the new careers route to the main 5 navigation. Test it out and tell me if you're interested in making further changes, or if you're ready to push these changes. We brought code to ers Figma last year HorizontalBarCard.tsx +12 -1 I'll help you create a pull reques
Slide 14: Design or code is a false choice
Wl NEWCREATIVE MATERIALS repeat: 2, repeat: Infinity But up to now, “design or | " code” still felt like a choice $542.09 GLANCE $180.47 $166.95 Pick one, then switch. That friction has const always imposed a cost — on exploration, on collaboration, on the quality of the final thing. We think it's a
Slide 15: Ticket booking flow built with code
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Slide 16: Edit options: variations, build with code, check designs
your edit Create variations {} Build this with code Check designs
Slide 17: Materials for expression
Wl NEW CREATIVE MATERIALS Materials for expression Code is one material. But expression takes more. Anidea that doesn't land is a missed opportunity, no matter how well it works. The materials you have determine not just what you can build, but what you can make people feel. We're expanding the canv
Slide 18: Motion design
Wl NEW CREATIVE MATERIALS [anes] ° The Modern Garden A f=) Motion: desig n When we talk about expression in design, we go straight to C1 the visual. But great design isn't just how something looks; it's how It feels, not how it feels. Motion is almost always the last thing considered, 1 1 and the fi
Slide 19: Slide 19
Slide 20: Shaders: a new expressive medium
Wl NEW CREATIVE MATERIALS Shaders: a new expressive medium Shaders bring an entirely new dimension of visual expression to the canvas: mesh gradients, blurs, patterns, and effects that breathe life into every layer. Ask the agent to create one for you, and it even gives you custom controls to dial i
Slide 21: Slide 21
Slide 22: Motion and 3D controls in code
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Slide 23: New intelligent tools
New intelligent tools 6
Slide 24: Agents in the canvas
Ml NEWINTELLIGENT TOOLS Agents in the canvas Earlier this year, we brought agents directly into the canvas — so they feel less like a tool you invoke and more like a teammate working alongside you. Add 4 more flows to my book reading app| °
Slide 25: Build and learn from each other's work
MM NEWINTELLIGENT TOOLS Build and learn from each other's work With shared chats, just like with human collaborators, you can see each other's agents too. This allows you to discover new ways of prompting, and build on your teammates’ work.
Slide 26: Give your agents new skills and more context
@® NEWINTELLIGENT TOOLS Give your agents new skills and more DATE] DATE context Thursday May 09, 2026 [ID] 093810390 The best collaborators learn how you work. Now you can teach agents custom skills — specific to your team, your process, your standards — and TICKET INFO] share them across your org o
Slide 27: Agents that build your tools
@@ NEWINTELLIGENT TOOLS Agents that build your tools Plugins have always been how teams extend Figma— filling gaps, automating workflows, making the canvas feel truly theirs. But building them required real engineering effort. Now agents can build plugins for you, making it dramatically easier to cu
Slide 28: A canvas that knows your team
MM NEWINTELLIGENT TOOLS Agents Custom skills & connectors Generative plugins pubstawouldsloredanaade Ready to build your tool? Book details Create different /should-this-be-auto-layout layouts for my A} Build it reading app /does-this-need-a-serif 1: mest improvements /summarize-comments C “Add a cu
Slide 29: Config 2026 Overview
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Slide 30: An intelligent canvas for a new creative era
»kshelves () Q Use my skill to create a to-do list mance 17 Sci-fi11 finery with prioritization An intelligent canvas for anew creative era {} Build with code {} Code For teams to explore without limits and express their vision exactly as they imagine it.
Slide 31: Praveer Melwani, CFO
Praveer Melwani CFO Ml CONFIG 2026
Slide 32: More software, less differentiation
Relative change in monthly volume of iOS apps Agentic Al 180 App releases 160 140 120 100 Apps with significant usage 80 2023 2024 2025 2026 More software, Source: Writing Code vs. Shipping Code: Productivity Effects less differentiation s of Al Coding Tools (Demirer at al, 2026)
Slide 33: Value is moving up the stack to design
Value is moving up the stack to design
Slide 34: Net Dollar Retention Rate and customer metrics
Net Dollar Retention Rate (as of March 31) More humans and of Paid Customers with agents are on the more than $10,000 in Q/Q growth in MCP WAU on Figma Design Refer to the appendix to this presentation for definitions of Net Dollar Retention Rate, Paid Customers with more than $10,000 in ARR, and we
Slide 35: AI editing tools in Figma Design
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Slide 36: More users, more workflows, more context
More users More workflows pes More context 2388:
Slide 37: Strategically investing in a growing market opportunity
Strategically investing ina growing market opportunity v2 Long-term focus on profitable and sustainable growth
Slide 38: Q&A
Q&A Ml CONFIG 2026
Slide 39: Appendix: Definitions
Ml APPENDIX: DEFINITIONS Net Dollar Retention Rate ("NDR"): We calculate NDR as of the applicable period of measurement by starting with the ARR of Paid Customers with more than $10,000 in ARR as of twelve months prior to such date of measurement ("Prior Period ARR"). We then calculate the ARR for t