Figma vs. IBM: What Revenue Growth Trends Tell Investors About the Young Software Design Company and the Veteran Artificial Intelligence Tech Giant

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Robert Izquierdo, The Motley Fool

Sat, July 25, 2026 astatine 5:35 PM CDT 4 min read

Figma: Sustaining Consistent Revenue Growth

Figma (NYSE:FIG) generates gross by selling subscriptions to its collaborative, browser-based plan and prototyping software.

It introduced caller timeline-based animation tools astatine its yearly league successful June 2026, and it reported astir -43% nett income borderline for the 4th ended March 31, 2026.

IBM: Navigating Revenue Fluctuations

International Business Machines (NYSE:IBM) delivers broad exertion solutions, consulting services, and hybrid unreality infrastructure to planetary endeavor clients.

It disclosed a shortfall successful preliminary results connected July 14, 2026, portion signaling a 15% EBIT borderline for the 4th ended June 30, 2026.

Why Revenue Matters for Retail Investors

Revenue shows investors the full wealth coming into a concern earlier expenses are deducted. Tracking this fig helps investors recognize the full standard and top-line maturation trajectory of a business.

Figma vs International Business Machines Revenue chart

Quarterly Revenue for Figma and International Business Machines

Data source: Company filings. Data arsenic of July 24, 2026.

Foolish Take

Venerable IBM's gross towers implicit newcomer Figma's sales, but that's to beryllium expected fixed the erstwhile has existed for implicit a century. IBM has transformed its concern substantially implicit that time. It present focuses connected the fast-growing artificial quality sector, providing bundle and unreality infrastructure for customers seeking to follow AI, arsenic good arsenic an service of consultants to assistance clients navigate however to bash so.

IBM's volatile income inclination speaks to the choppy quality of selling hardware and consulting services. Its zSystems enactment of machine mainframes incorporating AI were a blistery seller erstwhile they launched past year, but successful the 2nd 4th of 2026, Z income were down 42% twelvemonth implicit year. This combined with missing Wall Street's Q2 gross expectations amid the AI roar understandably disquieted investors, sending IBM shares to a 52-week debased of $199.19 connected July 23.

Figma's gross inclination speaks volumes astir the occurrence of its business. The company's Q1 income of $333.4 cardinal represented astonishing 46% year-over-year maturation arsenic it continued to nutrient quarterly increases. That inclination is expected to widen into Q2 with a forecast of gross betwixt $348 cardinal to $350 million.

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