Canva Closes 2025 With $4 Billion in Annual Recurring Revenue Driven by AI Adoption
Canva ended 2025 with strong financial performance, raising its annual recurring revenue (ARR) to $4 billion, supported by significant user growth and expanded adoption of artificial intelligence tools across its platform.
The company reported more than 265 million monthly active users, including over 31 million paying subscribers. Its business segment (B2B), covering organizations with more than 25 users, doubled in size, reaching $500 million in ARR.
Canva continues to generate the majority of its revenue from North America, while international markets are expanding at a rapid pace. To grow its base of paid subscribers, the company introduced lower-priced subscription plans in several countries, including Pakistan, Uruguay, Morocco, and Jamaica.
Investments in artificial intelligence have translated into notable increases in usage, particularly following the launch of an AI-powered tool that enables users to create mini applications and websites. This feature alone has surpassed 10 million monthly active users.
As part of a strategic shift, Canva is repositioning itself as an AI-first platform that integrates design tools, rather than a traditional design platform enhanced with AI features.
The company faces intensifying competition from major players such as Adobe, as well as Apple, which has strengthened its presence in creator tools through a paid application suite aimed at content creators.
Canva is also expanding its presence within AI-powered chat applications, including ChatGPT and Claude. Users recorded more than 26 million conversations with the Canva app on ChatGPT alone by October 2025. The company noted that referrals from AI platforms now represent a double-digit percentage of total traffic, highlighting their growing role as key user acquisition channels.
Canva’s valuation stands at approximately $42 billion based on recent secondary share sales, and the company is considering an initial public offering in the coming years.
