| Segment | Value | % of Price | Type |
|---|---|---|---|
| Core Design Platform | $11 | 53% | anchored |
| Adjacent Products Suite (Sites / Buzz / Draw / Weave) | $2 | 8% | anchored |
| Figma Make / AI Platform | $5 | 22% | speculative |
Anchored: $13/sh (60%) · Speculative: $5/sh (22%)
Will Q1 2026 NDR (disclosed in May 2026) hold above 130% or revert toward 125%?
The core design platform is Figma's seat-based subscription business — Professional, Organization, and Enterprise tiers spanning Figma Design, FigJam, and Dev Mode. It excludes the new AI products (Make, Sites, Buzz, Draw, Weave) which are modeled separately. As the largest single contributor to...
Will the March 2026 AI credit monetization actually offset a meaningful share of inference costs, and how soon will Q1/Q2 2026 disclosures show it?
Figma Make is Figma's defensive answer to a wave of AI-native prompt-to-app tools that reached commercial scale before Make even launched. Make went GA in late July 2025, powered by Anthropic's Claude with optional Gemini routing, and is currently distributed for free to all paid seats. Adoption...
Will Figma disclose any standalone revenue split for Sites/Buzz/Draw/Weave, or will they remain bundled forever?
The Adjacent Products Suite is Figma's response to two strategic pressures: TAM extension beyond UI design and account defense via cross-sell. At Config 2025 (May 7) Figma launched four new products simultaneously — Sites (web builder), Make (prompt-to-app, modeled separately), Buzz (marketing...