[davidclark]

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-d...

[ashraymalhotra]

Maybe the OP got confused with Cursor's $900mil raise? https://cursor.com/blog/series-c

Last disclosed revenue from Cursor was $500mil. https://www.bloomberg.com/news/articles/2025-06-05/anysphere...

[npinsker]

It’s probably due to the top comment citing that number

[extr]

Yeah that’s probably it!

[smcleod]

The $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]

The base plan limit is not hard to hit. Then you're on the usage based rocket.

[sumedh]

Enterprise pay more.