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 (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '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

11/26/25Nov 26, 2025

8-K

11/19/25Nov 19, 2025

10-Q

11/10/25Nov 10, 2025

10-Q

Q2 FY2025 results

8/7/25Aug 7, 2025

Semrush delivered solid revenue growth in Q2 FY2025 ended June 30, 2025, with $108.9M up 20% y/y from $91.0M, while YTD revenue hit $213.9M, a 21% y/y rise; gross margin dipped to 81% from 84% y/y amid higher data and integration costs. Operating loss widened to $4.3M from a $3.4M profit y/y, driven by 29% jumps in sales/marketing and R&D expenses tied to headcount growth, yet non-GAAP operating income climbed to $12.4M (11.3% margin, defined and reconciled in MD&A). Diluted EPS fell to -$0.04 from $0.01 y/y, consistent with 148.3M weighted shares and anti-dilutive effects from the net loss. Cash and equivalents stood at $54.3M with $204.2M in short-term investments; free cash flow (operating cash minus capex) was $14.9M YTD, down from $19.6M y/y. Recent acquisitions like Ryte in July 2024 for $10.5M (cash/deferred, $10.5M goodwill, intangibles amortized over 5-6 years) bolstered enterprise SEO, while Brand 24 in April 2024 added $13.5M consideration and $16.4M goodwill for PR expansion. No debt noted; a $150M share repurchase program launched post-quarter. Competition from larger digital marketing platforms remains a key risk.

8-K

Semrush Q2 revenue up 20%

8/4/25Aug 4, 2025

Semrush Holdings reported Q2 2025 revenue of $108.9 million, up 20% year-over-year, yet swung to an operating loss of $4.3 million from prior profit, while non-GAAP operating income held at $12.0 million for an 11.0% margin. ARR reached $435.3 million, up 15%, with 116,000 paying customers and 105% net revenue retention. The company launched a $150 million share repurchase program, signaling board confidence amid softer lower-end demand. It guides full-year revenue to $443.0–$446.0 million.

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