Earnings summaries and quarterly performance for SEMrush Holdings.
Executive leadership at SEMrush Holdings.
Board of directors at SEMrush Holdings.
Research analysts who have asked questions during SEMrush Holdings earnings calls.
Adam Hotchkiss
Goldman Sachs
3 questions for SEMR
Also covers: ALKT, ALRM, BL +12 more
EE
Elizabeth Elliott
Morgan Stanley
3 questions for SEMR
Also covers: ADSK, AMPL, CXM +8 more
JA
Jackson Ader
KeyBanc Capital Markets
3 questions for SEMR
Also covers: AKAM, AMPL, ASAN +13 more
Scott Berg
Needham & Company, LLC
3 questions for SEMR
Also covers: AMPL, BILL, BRZE +23 more
Lucas John Horton
Northland Capital Markets
2 questions for SEMR
Also covers: CDLX, LINC, MITK +2 more
MM
Mark Murphy
JPMorgan Chase & Co.
2 questions for SEMR
Also covers: ADBE, AKAM, CFLT +23 more
AV
Arti Vula
JPMorgan Chase & Co.
1 question for SEMR
Also covers: BIGC, DOCU, DV +2 more
EP
Elizabeth Porter
Morgan Stanley
1 question for SEMR
Also covers: ADSK, AMPL, CXM +12 more
Luke Horton
Northland Capital Markets
1 question for SEMR
Also covers: APEI, CDLX, LINC +2 more
Robert Morelli
Needham & Company, LLC
1 question for SEMR
Also covers: FRSH, ONTF, PRO +2 more
ST
Surinder Thind
Jefferies Financial Group
1 question for SEMR
Also covers: ASGN, CLVT, CSGP +25 more
Recent press releases and 8-K filings for SEMR.
Semrush Holdings, Inc. Announces Merger Agreement with Adobe Inc.
SEMR
M&A
Takeover Bid
- Semrush Holdings, Inc. (SEMR) has entered into an Agreement and Plan of Merger with Adobe Inc. and Fenway Merger Sub, Inc., dated November 18, 2025.
- Under the terms of the merger, each share of Semrush Holdings, Inc. common stock will be converted into the right to receive $12.00 in cash.
- The Company Board of Directors unanimously approved the merger and recommended it to stockholders.
- As of November 14, 2025, there were 128,226,377 shares of Class A Common Stock and 21,019,818 shares of Class B Common Stock issued and outstanding.
- The agreement includes a potential termination fee of $63,000,000 payable by Semrush Holdings, Inc. to Adobe Inc. under specified conditions.
Nov 19, 2025, 1:27 PM
Semrush Holdings Announces Strong Q3 2025 Results Driven by AI and Enterprise Growth
SEMR
Earnings
Guidance Update
Product Launch
- Semrush Holdings reported strong Q3 2025 results, with revenue of $112.1 million, a non-GAAP operating margin of 12.6%, and cash flow from operations of $21.9 million.
- Annual Recurring Revenue (ARR) increased 14% year over year to $455.4 million, driven by significant growth in AI products, which added $10 million in ARR in Q3, and the enterprise segment, which grew 33% year over year.
- The company provided Q4 2025 revenue guidance of $117.5 million-$119.5 million and reiterated full-year 2025 revenue guidance of $443.5 million-$445.5 million, representing approximately 18% growth at the midpoint.
- Semrush launched Semrush One, a new product integrating SEO and AI search, and is strategically focusing on higher-valued enterprise customers, which led to a 17% increase in average ARR per paying customer to $4,000.
- The company ended the quarter with $275.7 million in cash, cash equivalents, and short-term investments, but did not conduct share repurchases in Q3 2025 due to ongoing litigation.
Nov 6, 2025, 1:30 PM
Semrush Announces Q3 2025 Financial Results and 2025 Outlook
SEMR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Semrush reported Q3 2025 revenue of $112.1 million, an increase of 15% year-over-year, and a loss from operations of ($4.5) million. Non-GAAP income from operations for the quarter was $14.1 million, resulting in a 12.6% non-GAAP operating margin.
- Annual Recurring Revenue (ARR) reached $455.4 million as of September 30, 2025, marking a 14% year-over-year increase, and dollar-based net revenue retention was 105%.
- Cash flow from operations for Q3 2025 was $21.9 million, representing a 19.5% margin. The company noted significant momentum in its AI portfolio, with AI portfolio ARR more than doubling from Q2 2025, and customers paying over $10,000 annually growing by 30% year-over-year.
- For Q4 2025, Semrush expects revenue in the range of $117.5 million to $119.5 million and a non-GAAP operating margin of approximately 12.5%. The full-year 2025 outlook projects revenue between $443.5 million and $445.5 million, with a non-GAAP operating margin of approximately 12% and a free cash flow margin of approximately 12%.
Nov 5, 2025, 9:32 PM
Semrush Holdings Announces Third Quarter 2025 Financial Results and Full-Year Guidance
SEMR
Earnings
Guidance Update
New Projects/Investments
- Semrush Holdings reported third quarter 2025 revenue of $112.1 million, an increase of 15% year-over-year, resulting in a GAAP loss from operations of ($4.5) million and non-GAAP income from operations of $14.1 million.
- The company's Annual Recurring Revenue (ARR) reached $455.4 million as of September 30, 2025, up 14% year-over-year, and cash flow from operations increased to $21.9 million.
- Semrush highlighted strong enterprise traction, with customers paying over $10,000 annually growing by 30% and those paying over $50,000 annually growing by over 72% year-over-year, alongside significant investments and launches in its AI portfolio.
- For the fourth quarter 2025, Semrush expects revenue in a range of $117.5 million to $119.5 million, and for the full year 2025, revenue is projected to be between $443.5 million and $445.5 million.
Nov 5, 2025, 9:30 PM
Semrush Launches Semrush One
SEMR
Product Launch
New Projects/Investments
- Semrush (NYSE: SEMR) has launched Semrush One, a new solution that unifies traditional SEO and AI Search to help marketers manage online visibility across platforms like Google Search, AI Overviews, ChatGPT, Gemini, and Perplexity.
- This solution combines extensive SEO data, including 142 keyword databases and 43 trillion backlinks, with one of the largest US AI visibility datasets, comprising 90 million prompts.
- Semrush One is available in three tiers—Starter, Pro+, and Advanced—with introductory pricing starting at $165 per month for new customers when billed annually.
- Internal testing by Semrush showed a significant improvement in AI share of voice, nearly tripling from 13% to 32% between July 2025 and August 2025.
Oct 29, 2025, 2:10 PM
SEMrush Reports Strong Q2 Results, Focuses on Enterprise and AI Growth, and Initiates Share Repurchase
SEMR
Earnings
Share Buyback
New Projects/Investments
- SEMrush reported strong Q2 results, achieving $109 million in revenue, a 20% year-over-year increase, and $435 million in annual recurring revenue (ARR).
- The company is prioritizing its enterprise segment, which accounts for 20% of ARR, and is rapidly expanding its AI-powered product portfolio, anticipating over $50 million in ARR from these initiatives by 2025.
- SEMrush authorized a $150 million share repurchase program, supported by a strong balance sheet with $260 million in cash.
- Bill Wagner recently took over as CEO, with a strategic focus on accelerating aggressive growth, particularly in AI optimization.
Aug 12, 2025, 1:35 PM
Semrush Q1 2025 Strong Earnings and Enterprise Growth
SEMR
Earnings
Guidance Update
Product Launch
- Q1 revenue reached $105 million with over 22% YoY growth, driven by robust enterprise performance including nearly 200 Enterprise SEO customers with an average ARR of approximately $60,000.
- Improved profitability was noted with a non-GAAP operating margin of 11.6% and strong cash flow results, including $22.1 million from operations and $18.5 million in free cash flow.
- Updated guidance and product initiatives were highlighted, with Q2 revenue expected in the $108-109 million range, full-year revenue guidance of $448-453 million, and the upcoming AI Optimization product for enterprise clients.
May 8, 2025, 12:31 PM
Semrush CFO discusses 2024 performance, market opportunity, and enterprise growth strategy
SEMR
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Semrush reported over $400 million in annual recurring revenue (ARR) for 2024, marking 22% year-over-year growth, alongside a 11.5% non-GAAP operating margin and 9.4% free cash flow margin. The company aims for an additional 260 basis points of free cash flow margin improvement in 2025.
- The company estimates a $40 billion total addressable market (TAM), a substantial increase from $13 billion at IPO, driven by an expanded product portfolio and new enterprise-grade features.
- Enterprise expansion is a key growth driver, with the new Enterprise SEO product, launched in June, already contributing $9 million in ARR and boosting average ARR for subscribers by 6x to $62,500.
- Semrush is committed to a 20% near-term compound annual growth rate and targets long-term margins of 85% gross margin, 22% non-GAAP operating margin, and 25% free cash flow margin.
- The customer base is well-diversified, with 8,000 enterprise customers and 27,000 agencies each accounting for approximately 20% of ARR, complementing its mid-market and SMB segments.
Mar 4, 2025, 8:30 PM
Quarterly earnings call transcripts for SEMrush Holdings.
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