RBC Capital Predicts Growth for AI-Ready Software Firms Like Figma (FIG) as Enterprise Spending Stabilizes

AI‑Ready SaaS Outlook: How Figma’s AI Integration Drives the 2026 Design‑Collaboration Market Published January 11, 2026 enterprise adoption and valuation." /> Executive Snapshot: 2026 AI‑Ready SaaS Market Dynamics The 2026 landscape for AI‑ready SaaS is defined by a projected 23% CAGR in enterprise spend on generative‑AI design platforms. With Figma positioned to capture a larger slice of the $15 billion global collaborative‑design market, investors and procurement leaders alike should focus on AI feature adoption rates, contract velocity, and margin expansion. Market Context: Enterprise AI Spending Trends in 2026 IDC’s Q4 2025 “Worldwide Artificial Intelligence Market Forecast” shows a 27% rise in annual spend across all enterprise functions. Gartner’s 2026 Magic Quadrant for Design Collaboration Tools confirms that vendors embedding generative models now command roughly 70% of new business opportunities. RBC Capital aggregates these macro signals into a $15 billion sector spend forecast for 2026, up from $12 billion in 2025. The key driver is the AI readiness index—a composite metric that blends feature maturity, integration depth, and vendor roadmap alignment. Drivers Fueling the Spend Surge Generative‑AI Differentiation: Figma’s AutoLayout AI shortens design cycles by up to 35%, boosting enterprise productivity. Hybrid Work Continuity: Real‑time collaboration platforms that scale globally remain critical as hybrid models persist. Compliance & Security: Enterprises pay a premium for vendors with built‑in data governance, exemplified by Figma’s Enterprise Data Shield. RBC Capital’s Quantitative Thesis on Figma (FIG) User Growth: Active workspaces grew 48% YoY in 2024; projected to reach 1.8 million by end‑2026. ARPU Upswing: Current $45/month ARPU is expected to rise 12% through AI feature adoption and tiered enterprise pricing. Operating Leverage: AI integration should cut support costs by 9%, lifting gross margin from 63% to 68% over three years. These inputs f