Canva Hits $4B as AI and ChatGPT Traffic Supercharge Growth

Canva isn’t just riding the AI wave — it’s being pulled forward by it.

The creative platform closed 2025 with $4 billion in annual recurring revenue, driven by rapid user growth and a surge in referrals from large language models like ChatGPT and Claude.

Speaking on the sidelines of Web Summit Qatar, Canva co-founder and COO Cliff Obrecht said the company now has 265+ million monthly active users and 31 million paid users, following a 20% jump in MAUs last year.

AI is doing real work now

Canva’s AI push is clearly paying off.

One standout: its AI tool for building mini apps and websites, which now has over 10 million monthly users. That success is pushing Canva toward a deeper identity shift — from a design tool with AI features to an AI platform with design tools built in.

Obrecht summed it up simply: Canva wants to be a “design agency in your pocket.”

The LLM traffic effect

Here’s the quiet power move: Canva is becoming native to how people use AI.

By October 2025:

• Users had 26 million conversations with Canva inside ChatGPT

• Canva ranked among the top 10 most-referred domains from ChatGPT

As LLMs become the front door to the internet, Canva is positioning itself behind the prompt — not behind a search result.

Business growth beyond consumers

Canva’s enterprise play is accelerating too.

Its B2B segment (companies with 25+ seats) grew 100%, reaching $500M in ARR. To expand globally, Canva has also rolled out lower-priced plans in markets like Pakistan, Uruguay, Morocco, and Jamaica — a classic scale-before-margin move.

Competition is heating up

The stakes are rising.

Canva is now going head-to-head with Adobe, Freepik, and Apple, which is bundling pro creative apps into a single subscription.

But Canva’s bet is different:
While others bundle tools, Canva is embedding itself into AI workflows.

The bigger picture

This isn’t just Canva growing — it’s a signal.

As AI chatbots become the default interface for getting things done, companies that integrate deeply into those workflows win distribution almost for free.

Hot take

Search drove the last internet era.
LLMs will drive the next one.

Canva hitting $4B isn’t just a revenue milestone — it’s proof that AI-native distribution is already paying dividends.