What podcasts say about Canva
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Canva
27 statements · 6 positive · 18 negative · 2 mixed · 1 neutral
Canva’s valuation was cut by roughly $10 billion, or 20%.
“They cut their valuation by roughly $10 billion, which is a 20% markdown.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 9:52
Canva is highly exposed to competitive pressure from AI.
“Canva for me is one which is like right in AI's crosshairs big time.”
Open the episode · Australia's older, slower future, how much do you need to retire & Mr Beat-Up looks at Grab HoldingsListen at 14:43
Canva’s private-market valuation could require an 80% write-down.
“we think it could be like an 80% write-down if you really take it to market.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:04:49
Canva may be experiencing its worst period but could recover and emerge stronger.
“it is possible this is the worst moment that they're going to face. I don't think that's the narrative, but I could easily be wrong. They might find a way to like reinvigorate growth and get through this stronger.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:05:14
Three-quarters of surveyed Canva subscribers have canceled subscriptions.
“I would say 3 quarters of them have cancelled their Canva subscription.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:06:07
Canva is among the biggest victims of AI-driven software disruption.
“These guys are the almost the biggest SaaSpocalypse victims out there.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:09:30
Canva’s bullish case depends on making AI costs negligible through proprietary models.
“get the AI cost to really like close to nothing, but it's their own models. That's, that's the, that's the bull view.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:10:25
Canva has a bullish case, but its current valuation is expensive.
“there definitely is a bull case for Canva, but this price is not cheap.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:11:22
Canva would become attractive at a $10 billion valuation.
“if Canva was $10 billion, then you'd start looking at it and saying, well, there is a contrarian bull case.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:11:30
Canva’s $32–40 billion valuation is excessively high.
“But it's $40 billion and maybe even $32 billion, the latest mark. That's real high.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:11:41
Canva generated approximately $25 million in profit.
“This is a business that made $25 mil.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 1:11:46
Canva may currently be worth only a mid-single-digit-billion valuation.
“I think there's a real argument that Canva is worth currently current business model, current profitability, which is actually loss making we think mid single digit billions.”
Open the episode · Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s MarkdownListen at 34:14
A frontier AI model company should acquire Canva.
“one of the frontier models should buy them”
Open the episode · Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s MarkdownListen at 34:34
Canva faces significant risk because AI simplifies design workflows.
“I thought they had real risks because you know, canva exists because they made it easier to do nice things and beautiful things than the previous technology which was like Photoshop basically.”
Open the episode · Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit PivotListen at 1:21:48
Canva should have sold or should sell the business.
“And they should have sold. They should be selling.”
Open the episode · Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit PivotListen at 1:23:29
Canva may experience negative growth within two years.
“How do they not end up with negative growth in two years time? Like, isn't that the trajectory of this business?”
Open the episode · Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit PivotListen at 1:28:05
Investors should avoid Canva under current competitive conditions.
“I don't think I would go near that company”
Open the episode · Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit PivotListen at 1:34:43
Canva’s premium brand will attract a buyer paying tens of billions of dollars.
“Canva is a premium brand and I think that someone will pay some tens of billions of dollars for it.”
Open the episode · Canva’s AI Crisis, Zoox Changes Everything, Xero’s Ad Disaster, Jetstar’s Bag War, and Atlassian’s Profit PivotListen at 1:42:28
Canva’s latest growth result is disappointing for a leading Australian private tech company.
“it was actually a pretty disappointing result for Australia's most valuable private tech company”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 1:06
Canva’s 30% growth represents a major slowdown.
“So 30% growth rate is a huge deceleration for the Sydney based giant.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 1:22
Canva is solid but less exceptional than previously believed.
“I think a solid business and a really good Australian business, but not anywhere near I think what anybody thought they were.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 4:15
Under the stated profitable-growth scenario, Canva could be worth 50% more.
“That is a 50% higher valuation than their current value.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 5:25
Canva’s valuation is difficult to justify above five times sales.
“So if Figma's nine times multiple it's pretty hard to justify Canva being much more than five times sales multiple I would have thought.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 8:10
Canva should prioritize selling the business for maximum cash proceeds.
“Canva's entire focus right now should be selling this business to someone and taking as much of it in cash as humanly possible.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 9:26
OpenAI, Anthropic, and Google are unlikely to want to acquire Canva.
“I don't think any of these three actually want to buy.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 10:30
Canva’s slowdown is problematic because valuation expectations were based on 40% growth.
“when you've set expectations of 40% and you're now at 30% and your vowels on 40, that's, that's, that's the problem.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 14:15
Canva’s AI competitiveness narrative is weakened by its growth falling from 40% to 30%.
“everyone who's competitive in the landscape is growing 1000% and you've gone from 40 to 30, it's problematic for that story.”
Open the episode · Canva’s $60bn Problem and eBay’s Corporate Terrorism ScandalListen at 14:26
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.