SEMR Research | Milton Maxwell

SEMR

Semrush Holdings, Inc.

11.86

+0.00+0%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q1 '26)

No earnings call transcript available yet

Last Quarter (Q4 '25)

No earnings call transcript available

Key Stats

Market Cap

1.77B

P/E (TTM)

Basic EPS (TTM)

-0.02

Dividend Yield

Recent Filings

8-K

Q4 revenue up 15%, ARR $471M

3/2/26Mar 2, 2026

Semrush reported Q4 revenue of $117.7 million, up 15% year-over-year, with full-year revenue hitting $443.6 million, up 18%. ARR reached $471.4 million, fueled by AI products surging to $38 million and Enterprise platform to $37 million. GAAP operating losses widened to $13.9 million in Q4, yet non-GAAP operating income hit $15.0 million. Adobe acquisition advances toward H1 2026 close. No Q1 guidance due to pending deal.

10-K

FY2025 results

3/2/26Mar 2, 2026

Semrush drove FY2025 revenue to $443.6M, up 18% y/y, with ARR hitting $471.4M despite a dip to 108,000 paying customers from macro pressures on SMBs; ARR per customer climbed to $4,369 from $3,522 on enterprise and AI upsell momentum. Q4 accelerated this trend, fueling dollar-based net retention of 104% via cross-sells into Enterprise AIO and Site Intelligence. Free cash flow strengthened to $42.9M (9.7% margin). Pending Adobe merger hangs over operations. Yet stockholder suits threaten deal closure.

8-K

Semrush merger approved

2/3/26Feb 3, 2026

Semrush stockholders overwhelmingly approved the merger with Adobe on February 3, 2026, with 304.8 million votes for versus just 29,533 against. The special meeting saw 89.5% quorum. Advisory pay approval passed easily too. Deal advances.

8-K

Proxy supplements counter merger suits

1/26/26Jan 26, 2026

Semrush filed supplemental proxy disclosures on January 26, 2026, addressing three stockholder lawsuits alleging omissions ahead of the February 3 special meeting to approve its Adobe merger. Updates detail board discussions, Transaction Committee formation, failed outreach to other buyers, Adobe's $12.00/share October bid, and added comps multiples (median 2.5x NTM revenue). Semrush deems claims meritless yet supplements to moot litigation. Lawsuits seek merger injunction.

8-K

Semrush inks Levin employment deal

11/26/25Nov 26, 2025

Semrush Holdings entered an employment agreement with President Eugene Levin on November 21, 2025, formalizing his $395,000 base salary and 100% target bonus. No material compensation changes, but it adds severance: six months pay outside change of control, or 12 months plus full equity acceleration within it. Locks in executive retention.

About

Semrush Holdings, Inc. develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally. The company enables companies to identify and reach the right audience for their content through the right channels. Its platform enables the company's customers to understand trends and act upon insights to improve online visibility, and drive traffic to their websites and social media pages, as well as online listings, distribute targeted content to their customers, and measure the effectiveness of their digital marketing campaigns. The company serves small and midsize businesses, enterprises, and marketing agencies, including consumer internet, digital media, education, financial services, healthcare, retail, software, telecommunications, and others. Semrush Holdings, Inc. was founded in 2008 and is headquartered in Boston, Massachusetts.

CEO

Mr. William R. Wagner

IPO

3/24/2021

Website

https://www.semrush.com

Employees

1,561

Sector

Technology

Industry

Software - Application