Canva Hits $4 Billion ARR as LLM Referral Traffic Enters Double Digits

A $4 Billion Milestone

Canva co-founder and COO Cliff Obrecht announced at Web Summit Qatar that the company has reached $4 billion in annual recurring revenue — a milestone that cements Canva's status as one of the world's most valuable private software companies.

The LLM Traffic Shift

Perhaps more significant than the revenue number is what's driving new traffic: LLM referrals are now in the double digits as a percentage of Canva's traffic sources. Chatbots and AI assistants are recommending Canva to users, and the company is actively allocating resources to appear more prominently in those responses.

This is the new SEO — and Canva is positioning itself to win it.

B2B Is the Growth Engine

Canva's B2B business — companies with more than 25 seats — grew 100% to $500 million in ARR. That's a meaningful signal that Canva isn't just a tool for individual creators; it's embedding itself into enterprise go-to-market workflows.

The AI Bet Is Paying Off

With 265 million monthly active users and 31 million paid subscribers, Canva's scale is staggering. Its recent AI investments — including a tool that lets users create mini apps and websites using AI — are feeding both retention and acquisition.

The Bottom Line

Canva: $4B ARR, 265M monthly users, B2B doubled to $500M, and chatbots now sending meaningful traffic its way. The SEO playbook is being rewritten in real time — and Canva is winning the AI traffic game while building an enterprise moat.