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 Stockholders Approve Merger with Adobe
SEMR
M&A
Proxy Vote Outcomes
- Semrush stockholders approved the Merger Agreement Proposal for Fenway Merger Sub, a wholly owned subsidiary of Adobe Inc., to merge with and into Semrush, with Semrush surviving as a wholly owned subsidiary of Adobe.
- Stockholders also approved, on an advisory non-binding basis, the Merger-related Compensation Proposal for Semrush's named executive officers.
- The record date for voting was December 26, 2025, and the special meeting was held on February 3, 2026.
- Semrush will file a Form 8-K with the SEC within four business days to disclose the specific voting results.
4 days ago
Semrush Stockholders Approve Merger Agreement with Adobe
SEMR
M&A
Proxy Vote Outcomes
Executive Compensation
- On February 3, 2026, Semrush stockholders held a special meeting where the Merger Agreement proposal was adopted.
- This agreement involves Fenway Merger Sub, a wholly owned subsidiary of Adobe Inc., merging with Semrush, with Semrush surviving as a wholly owned subsidiary of Adobe.
- Stockholders also approved, on an advisory non-binding basis, the Merger-related Compensation Proposal for Semrush's named executive officers.
- Semrush will file a Form 8-K within four business days to disclose the specific voting results.
4 days ago
Semrush Stockholders Adopt Merger Agreement with Adobe
SEMR
M&A
Proxy Vote Outcomes
- Semrush stockholders held a special meeting on February 3, 2026, to vote on a merger agreement with Adobe Inc. and a related compensation proposal.
- The Merger Agreement proposal, which will result in Semrush becoming a wholly owned subsidiary of Adobe, was adopted by the affirmative vote of holders of a majority of the voting power of all outstanding shares of Semrush's Common Stock as of the record date of December 26, 2025.
- The Merger-related Compensation Proposal for Semrush's named executive officers was approved on an advisory non-binding basis.
4 days ago
Semrush Holdings, Inc. Provides Updates on Adobe Merger and Related Litigation
SEMR
M&A
Legal Proceedings
Proxy Vote Outcomes
- Semrush Holdings, Inc. is proceeding with a merger to become a wholly owned subsidiary of Adobe Inc., based on an Agreement and Plan of Merger dated November 18, 2025.
- A Special Meeting for Semrush stockholders to vote on the merger is scheduled for February 3, 2026.
- Three lawsuits have been filed against Semrush and its directors, alleging the Proxy Statement for the merger was materially incomplete and seeking to enjoin the merger.
- Adobe's revised offer for the acquisition of Semrush was $12.00 per share in cash, as indicated in an October 14, 2025 proposal.
Jan 26, 2026, 9:30 PM
Semrush Board Investigated Over Adobe Buyout Offer
SEMR
M&A
Legal Proceedings
Takeover Bid
- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Semrush Holdings, Inc. (SEMR) breached their fiduciary duties in connection with the proposed sale of the company to Adobe, Inc. (ADBE).
- On November 19, 2025, Semrush announced a definitive merger agreement with Adobe, where Semrush shareholders are to receive $12.00 per share in cash for each share of common stock owned.
- The proposed $12.00 per-share acquisition price is below Semrush’s 52-week high of $18.74, and a Wall Street analyst has set a $21 per-share target.
Jan 21, 2026, 1:10 PM
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
Quarterly earnings call transcripts for SEMrush Holdings.
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