Semrush reports Q4 EPS (7c), consensus 11c

Reports Q4 revenue $117.7M, consensus $118.6M. Reports Q4: net new ARR was $16.1 million, up 48% year-over-year, driven by continued adoption of AI products and the Enterprise platform. AI products surpassed $38 million in ARR as of December 31, 2025, up from $4 million as of the prior year period. Enterprise platform ARR grew to $37 million as of December 31, 2025, across 579 customers, up from $9 million a year ago. Together, AI products and the Enterprise platform represented $63 million of ending ARR as of December 31, 2025, contributing to total ARR of $471.4 million.