SMWB
Similarweb Ltd.7.38
+0.12+1.65%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details NRR fix, GTM tweaks
Q&A clarified NRR's slip to lapping one-time LLM deals now maturing into recurring revenue, while core business grew steadily sans those lumps. Management detailed GTM fixes—axed low performers, built dedicated LLM team, pivoted to inbound land-and-expand—after 2025 sales investments flopped. Entering 2026 with a fully ramped team, no new hires needed. AI Studio monetizes via data access plus consumption, boosting user adoption. Analysts grilled core slowdowns and elongated cycles; replies stressed AI tailwinds outweighing pockets of weakness. Bullish yet cautious tone prevails. Watch NRR lift and big deals land.
Key Stats
Market Cap
636.76MP/E (TTM)
-Basic EPS (TTM)
-0.36Dividend Yield
0%IPO
Website
Employees
Sector
Industry
AMPL
Amplitude, Inc.
11.02+0.27
BNZI
Banzai International, Inc.
1.10-0.12
BRZE
Braze, Inc.
33.94+0.82
CWAN
Clearwater Analytics Holdings,
21.50+0.21
SEMR
SEMrush Holdings, Inc.
11.86+0.00
SMRT
SmartRent, Inc.
2.05+0.00
SNOW
Snowflake Inc.
220.60+5.32
SPT
Sprout Social, Inc
11.03+0.51
SRAD
Sportradar Group AG
22.53-0.26
VMEO
Vimeo, Inc.
7.85+0.00