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Is this $900M ARR a reliable number? Their base is $20/mth. That would equal 3.75M people paying a sub to Cursor. If literally everyone is on their $200/mth p
by davidclark 1y ago
Is this $900M ARR a reliable number?
Their base is $20/mth. That would equal 3.75M people paying a sub to Cursor.
If literally everyone is on their $200/mth plan, then that would be 375K paid users.
There’s 50M VS Code + VS users (May 2025). [1] 7% of all VS Code users having switched to Cursor does not match my personal circle of developers. 0.7% . . . Maybe? But, that would be if everyone using Cursor were paying $200/month.
Seems impossibly high, especially given the number of other AI subscription options as well.
[1] https://devblogs.microsoft.com/blog/celebrating-50-million-developers-the-journey-of-visual-studio-and-visual-studio-code https://devblogs.microsoft.com/blog/celebrating-50-million-d...
- ashraymalhotra 1y agoMaybe the OP got confused with Cursor's $900mil raise? https://cursor.com/blog/series-c https://cursor.com/blog/series-c Last disclosed revenue from Cursor was $500mil. https://www.bloomberg.com/news/articles/2025-06-05/anysphere-hailed-as-fastest-growing-startup-ever-raises-900-million https://www.bloomberg.com/news/articles/2025-06-05/anysphere...
- smcleod 1y agoThe $20/month cursor sub is heavily limited though, for basic casual usage that's fine but you VERY soon run into its limits when working at any speed.
- helloericsf 1y agoThe base plan limit is not hard to hit. Then you're on the usage based rocket.
- sumedh 1y agoEnterprise pay more.