澳大利亚设计软件公司Canva宣布将内部估值大幅下调至43.9亿美元，较一年前下跌超过100亿美元，跌幅约23%[1]。这一决定反映出市场对人工智能技术冲击其核心设计业务的担忧日益加深[1]。与此同时，公司最大澳洲支持方Blackbird Ventures也将Canva的估值从420亿美元下调至349亿美元[1]。
公司同时调整了增长预期[1]。2024年的年度收入增长预期从30%下调至20%，而2025年的增长预期为38%，2024年实际增长为45%[1]。最近一个季度的收入增长率为25%[1]。月活跃用户数在2024年8月第一周跌至2.08亿以下，同比保持平稳[1]。尽管面临估值压力，Canva在自由现金流基础上已连续第九年实现盈利[1]。
公司首席执行官Cliff Obrecht表示："我们一直专注于打造一家代际公司，这意味着要做出深思熟虑的长期决策，而不是为短期估值优化"[1]。Canva计划在两周内向约5500名员工发放新股权[1]，而此前预期的首次公开募股计划已被搁置[1]。
Australian design software company Canva has marked down its internal valuation by approximately $10 billion to $43.9 billion, reflecting a decline of over 23 percent from a year earlier [1]. The significant markdown underscores growing market concerns that artificial intelligence technology will erode the company's core design business, prompting management to temper growth expectations [1].
The company has revised its 2024 revenue growth forecast downward from 30 percent to 20 percent [1]. Despite these headwinds, Canva reported that its most recent quarter saw revenue growth of 25 percent and maintains profitability on a free cash flow basis for the ninth consecutive year [1]. Looking ahead, the company projects 2025 revenue growth of 38 percent [1]. Canva's largest Australian backer, Blackbird Ventures, has also reduced its valuation estimate for the company from $42 billion to $34.9 billion [1].
Monthly active users fell below 208 million in the first week of August 2024, remaining flat year-over-year [1]. Co-founder Cliff Obrecht stated: "We've always been focused on building a generational company, and that means making deliberate decisions for the long term rather than optimising for short-term valuations" [1]. The company intends to distribute new equity to approximately 5,500 employees within two weeks and has shelved its initial public offering plans [1].