SEMrush Holdings, Inc.
7.83+0.05 (+0.64%)
Oct 28, 4:00:02 PM EDT · NYSE · SEMR · USD
Key Stats
Market Cap
1.16BP/E (TTM)
-Basic EPS (TTM)
-0.01Dividend Yield
0%Recent Filings
10-Q
Q2 FY2025 results
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%
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.
8-K
Semrush updates CFO deal, elects directors
Semrush Holdings amended its CFO Brian Mulroy's employment agreement on June 11, 2025, setting his base salary at $450,000 while adding a 30-day cure period for violations and enhanced severance: 12 months' pay plus COBRA for standard terminations, escalating to 150% salary, full bonus, and 18 months' COBRA post-sale event. At the June 5 annual meeting, stockholders elected Anna Baird and Dmitry Melnikov as Class I directors through 2028, ratified Ernst & Young as auditors, approved executive pay on an advisory basis, and favored annual say-on-pay votes. This bolsters executive retention amid growth, yet ties payouts to performance and liquidity events.
10-Q
Q1 FY2025 results
Semrush kicked off 2025 with revenue surging 22% year-over-year to $105M for Q1 ended March 31, fueled by upsell and cross-sell momentum plus 118,000 paying customers, while gross margin dipped slightly to 81% amid integration costs. Operating expenses climbed with personnel and stock-based comp, flipping to a slim $74K operating loss from last year's $1.5M gain, yet non-GAAP operating income hit $12.2M (11.6% margin, up from 11.3%) after backing out $9.1M in stock comp, $1.4M intangibles amortization, and acquisition costs. Free cash flow strengthened 54% to $18.5M, bolstering liquidity to $262M in cash and equivalents with no debt. Recent buys like Ryte in July 2024 for $10.5M (cash/deferred, $10.5M goodwill, intangibles over 3-6 years) and Third Door Media in October for $6.2M (cash/deferred, $2.8M goodwill) enhance SEO and content plays. Competition from bigger tech rivals remains a persistent drag.
8-K
Semrush Q1 revenue up 22%
Semrush Holdings kicked off 2025 with Q1 revenue hitting $105.0 million, surging 22% year-over-year, while ARR climbed 20% to $424.7 million. Enterprise customers paying over $50,000 rocketed 86% to 388, fueled by AI tools like AIO and AI Toolkit, yet GAAP operating income dipped to a $0.1 million loss from $1.5 million last year. Non-GAAP operating margin edged up to 11.6%, with free cash flow at $18.5 million. The company holds steady on full-year guidance of $448.0–$453.0 million revenue despite a $8.0 million forex hit. Enterprise momentum builds fast.
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