TLDR Tech / Design
Canva Gets to $4B in Revenue as LLM Referral Traffic Rises
Canva closed 2025 with $4 billion in annual recurring revenue, over 265 million monthly active users, and a 20% increase in MAUs driven partly by AI tool adoption. The company is pivoting from a design platform with AI features to an "AI platform with design tools," while integrating with chatbots like ChatGPT and Claude. LLM referral traffic is now growing in double-digit percentages, and Canva is actively investing in surfacing its content through AI-powered search.
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