用户超 7000 万 ARR 或超 1 亿美金，Linktree 本质已是一家数据公司

Core Insights - Linktree has experienced significant user growth, surpassing 70 million users, with an estimated ARR of around 100 million USD, despite no recent funding updates or AI integration [1][3][5] - The platform's valuation of 1.3 billion USD is based not only on current revenue but also on its potential to capture a large share of the rapidly expanding creator economy, projected to reach 500 billion USD by 2027 [3][4] - Linktree's simplicity and ease of use have allowed it to maintain a dominant market position, leveraging a product-led growth model that encourages viral sharing [5][6] User Growth and Financial Performance - Linktree's user base has grown from over 50 million to more than 70 million in a year, indicating strong market demand [1][3] - The estimated annual recurring revenue (ARR) is projected to be around 100 million USD, reflecting the platform's ability to monetize its user base effectively [1][3] Market Position and Competitive Advantage - Linktree's unique position as a traffic entry point for creators has established it as a default choice for brand collaborations, creating a high switching cost for users [8][9] - Despite competition from platforms like Beacons and Koji, Linktree's scale, brand recognition, and first-mover advantage provide it with a robust competitive edge [6][8] Strategic Evolution - Linktree has evolved from a simple utility tool addressing a specific pain point to a critical player in the global creator economy, indicating a shift in its business model [9][10] - The platform's minimalist design has become a strategic advantage, ensuring its leadership in a large user base while maintaining high user engagement [9]