The earnings call highlighted Semrush's strong revenue growth driven by the success of its AI and enterprise products. Despite a slight decrease in customer numbers and exchange rate impacts on margins, the company's performance and strategic direction towards AI and enterprise solutions indicate strong future prospects.

Company Guidance

During the Semrush Holdings Third Quarter 2025 Results Conference Call, the company provided guidance for both the fourth quarter and the full year of 2025. For Q4 2025, Semrush expects revenue between $117.5 million and $119.5 million, reflecting a 15.5% year-over-year growth at the midpoint, along with a non-GAAP operating margin of approximately 12.5%. For the full year, revenue is anticipated to range from $443.5 million to $445.5 million, representing approximately 18% growth at the midpoint. The company maintains its previous full-year guidance of approximately 12% for both non-GAAP operating margin and free cash flow margin. Currency exchange rate fluctuations have been noted as introducing a $10 million expense headwind, but despite this, Semrush underscores its strong cash flow and balance sheet, with cash, cash equivalents, and short-term investments totaling $275.7 million.

Strong Revenue Growth

Semrush reported a strong quarter with revenue of $112.1 million, reflecting a 14% year-over-year increase in annual recurring revenue (ARR) to $455.4 million.

AI Products Momentum

AI products added $10 million in ARR in Q3, more than doubling from Q2, with expected total AI product ARR to approach $30 million by year-end.

Enterprise Segment Expansion

Enterprise segment ARR grew by 33% year-over-year, with the number of customers paying over $50,000 annually increasing by 72%.

High Cash Flow and Operating Margin

Non-GAAP operating margin was 12.6% and cash flow from operations was $21.9 million, with free cash flow margin at 15.2%.

Launch of Semrush One

Introduction of Semrush One, combining SEO and AI capabilities into a single product, aimed to cater to both large and small marketing teams.

SEMrush Holdings (SEMR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SEMR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 03, 2026	2025 (Q4)	0.11 / -	0.074	―	―	―
Nov 05, 2025	2025 (Q3)	0.08 / 0.12	0.061	88.52% (+0.05)	―
Aug 04, 2025	2025 (Q2)	0.08 / 0.07	0.058	20.69% (+0.01)	―
May 07, 2025	2025 (Q1)	0.07 / 0.07	0.045	55.56% (+0.03)	―
Feb 26, 2025	2024 (Q4)	0.07 / 0.07	0.081	-8.64% (>-0.01)	―
Nov 07, 2024	2024 (Q3)	0.07 / 0.06	0.059	3.39% (<+0.01)	―
Aug 05, 2024	2024 (Q2)	0.07 / 0.06	0.026	123.08% (+0.03)	―
May 06, 2024	2024 (Q1)	0.05 / 0.04	-0.05	190.00% (+0.10)	―
Mar 04, 2024	2023 (Q4)	0.03 / 0.08	-0.084	196.43% (+0.17)	―
Nov 01, 2023	2023 (Q3)	0.02 / 0.06	-0.05	218.00% (+0.11)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SEMR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 05, 2025	$7.51	$7.19	-4.26%
Aug 04, 2025	$9.21	$7.30	-20.74%
May 07, 2025	$10.22	$10.00	-2.15%
Feb 26, 2025	$15.09	$11.88	-21.27%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Semrush Holdings, Inc. (SEMR) report earnings?

Semrush Holdings, Inc. (SEMR) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).

What is Semrush Holdings, Inc. (SEMR) earnings time?

Semrush Holdings, Inc. (SEMR) earnings time is at Mar 03, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SEMR EPS forecast?

SEMR EPS forecast for the fiscal quarter 2025 (Q4) is 0.11.

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