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Canva Leans Into AI as User Growth Pushes ARR to $4 Billion

Canva Leans Into AI as User Growth Pushes ARR to $4 Billion

New updates have been reported about Canva.

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Canva closed 2025 with 265 million monthly active users, including more than 31 million paying subscribers, driving annual recurring revenue to $4 billion and doubling B2B ARR to $500 million from customers with over 25 seats. The company remains heavily skewed to North America but is accelerating international monetization with lower-priced subscriptions in select emerging markets.

Management is repositioning Canva from a design platform with AI features to an AI-first platform that behaves like a “design agency in your pocket,” anchored by tools such as its AI app and website generator, which already has over 10 million monthly active users. To sustain demand and lower acquisition costs, Canva is deepening integrations with leading chatbots, including ChatGPT and Claude, treating LLMs as a new top-of-funnel channel, with LLM-driven referrals already in the double-digit percentage range and Canva ranking among the top domains referred by ChatGPT.

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