Canva hits $4B in revenue as AI chatbot integrations fuel growth

What's the deal? Canva hit $4 billion in annual recurring revenue by the end of 2025, co-founder and chief operating officer Cliff ObrechtDealroom has a profile for this one. Try Dealroom →announced at Web Summit Qatar. The design platform grew monthly active users by 20% to over 265 million, with 31 million paid subscribers. Its B2B business doubled to $500 million ARR.

Why now? The surge ties to Canva's aggressive AI push. It launched a tool last year that lets users create mini-apps and websites using AI — it now has 10 million monthly users.

Obrecht said Canva is shifting from a "platform with AI tools" to an "AI platform with a design toolkit." It is integrating with chatbots like ChatGPT and ClaudeDealroom has a profile for this one. Try Dealroom →. By October 2025, users had 26 million conversations through the Canva app on ChatGPT alone.

Canva claims to be among the top 10 referred domains from ChatGPT, with LLM referral traffic growing in double-digit percentages. Over 3.7 million users have accessed its connector that links AI assistants to its design tools. Traffic from these integrations is up 60% month on month.

What could go wrong? Competition is heating up. AdobeDealroom has a profile for this one. Try Dealroom →, FreepikDealroom has a profile for this one. Try Dealroom →, and Apple are all pushing into the space. Apple recently bundled Final Cut Pro, Logic Pro, Pixelmator Pro, and other apps into a $12.99 per month Creator Studio.

The signal: Canva's bet on AI distribution reflects a broader shift in how software companies think about user acquisition. "We really see ChatGPT or any of the LLMs as top of the funnel acquisition platforms," Obrecht said.

Canva, last valued at $42 billion, plans to go public in the next "couple of years."

Sources:
TechCrunch
CMOtech
The Peninsula
Mezha

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