Figma (FIG) investor relations material

Opening remarks and context

• Conference opened with gratitude to attendees and outlined a session featuring product, financial, and technical leadership.

• Safe harbor statement highlighted forward-looking statements and associated risks.

Industry trends and challenges

• Creation of digital products is accelerating, with AI enabling non-specialists to build and iterate.

• Despite more app releases, user engagement with new apps is not growing proportionally, intensifying competition for attention.

• Collaboration has become more fragmented as individuals and agents work in silos, complicating feedback and iteration.

Product vision and launches

• Infinite canvas is positioned as the solution for collaborative, high-fidelity exploration and creation.

• New creative materials introduced include code, motion, 3D transforms, shaders, and AI-driven workflows.

• Code Layers allow code-backed prototypes to live natively on the canvas, enabling real-time collaboration and feedback.

• Motion tools and shaders make advanced design capabilities accessible to non-specialists, integrating with design systems.

• AI integration through Weave enables custom workflows and combines multiple models for creative outputs.