Open Design · All-Hands FY26 H2
Corporate Strategy · Town Hall
State of the Company.
The year in review, the three priorities, and what every team owns next quarter
Open Design · All-Hands FY26 H2
Today, just three things.
01
Where we stand
H1 closed ahead of plan
02
Three priorities
What wins the next two quarters
03
The ask
Budget and owners — decided today
Thing One · Where We Stand
Ahead.
H1 closed ahead of plan — the open-source bet is compounding faster than the roadmap assumed.
Thing One · Evidence
GitHub stars since launch — the fastest-growing open-source design surface in our category, Apache-2.0 to the core.
Thing One · Evidence
External contributors shipping alongside us — 217+ plugins · 129 design systems built by the community, not just by us.
Thing Two · Three Priorities · This Quarter vs Last
Priority 1 — Agent-native workflows adopted
Priority 2 — BYOK enterprise seats
Priority 3 — Plugin ecosystem size
Thing Two · The One Open Risk
Support headcount hasn't kept pace with BYOK enterprise seats — median response time slipped from 4h to 11h this quarter.
Thing Two · Why It Matters
“We earned this trust with git-diffable design —
a ticket sitting for half a day will spend it just as fast.”
Head of Support · read live at the last all-hands
Thing Three · The Ask
Current support budget: $180K a quarter
$420K
Approve $420K a quarter — three senior support engineers, hired by August 1, funded from the H2 marketing reserve
One more thing…
Every team owns a number: Support owns response time under 6h · Product owns BYOK activation +25% · Growth owns 100K stars by Q4.
Ahead on the bet, one risk funded, three owners named · Open · Local · Agent-native
Let's ship H2.
←→SpaceNext·#/NJump