Similarweb (SMWB)
NYSE:SMWB
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.01Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple positive operational and financial trends — top‑end revenue delivery (+10% YoY), return to non‑GAAP profitability, sustained positive free cash flow, stronger multiyear contract coverage (64% of ARR), improving sales productivity, and accelerating AI revenue and strategic integrations (Claude, ChatGPT, Manus). Offsetting items include overall NRR still under 100% (98%), sequential customer count decline driven by self‑service churn, reliance on additional large LLM deals for back‑half acceleration, currency headwinds, and an announced CEO succession process. Overall, the positive financial execution, raised guidance, durable cash generation, and clear AI momentum outweigh the identified challenges.Company Guidance
Revenue Growth at Top of Guidance
Q1 revenue of $73.9 million, up 10% year-over-year and at the top end of guidance, with management raising the lower end of full-year 2026 revenue guidance to $307M–$315M (~10% growth at midpoint).
Return to Profitability and Margin Improvement
Non-GAAP operating profit of $2.4 million in Q1 (3% margin) vs. a non-GAAP operating loss of $1.3 million in Q1 2025; full-year non-GAAP operating profit guidance raised to $70M–$90M.
Strong Free Cash Flow and Balance Sheet
Generated $6.6 million of normalized free cash flow in Q1 (10 consecutive quarters of positive normalized FCF), ended the quarter with ~ $65 million cash and equivalents, no debt, and a $75 million available credit line.
Enterprise Contract Durability Increased
64% of ARR now under multiyear contracts, up from 52% last year (increase of 12 percentage points), and remaining performance obligation (RPO) of $298 million, up 18% year-over-year with ~70% expected to be recognized over the next 12 months.
Stabilizing Retention in Key Cohorts
Net revenue retention (NRR) stabilized at 98% overall and 103% for customers >$100,000 ARR; gross retention trends described as excellent and improving.
AI Momentum and Strategic Partnerships
AI-related revenues expanding, a large LLM contract closed (pushed from Q4 2025), ongoing pipeline for additional LLM deals, MCP integrations launched with Claude and ChatGPT, expanded Manus partnership, and launch/adoption of AI Studio and GenAI Intelligence solutions.
Product Innovation and New Offerings
Launched Retail Intelligence (coverage of ~650 online stores/marketplaces) and Similarweb Ad Intelligence (post-Admetricks acquisition) to provide unified views across channels including a roadmap for LLM ads.
Sales Productivity and Enterprise Account Growth
Sales productivity increased for the third consecutive quarter, contributing to the best Q1 ARR increase since 2022; accounts >$25,000 ARR cohort grew to 1,840 (+2% YoY) with average account value $132,000 (+9% YoY).
SMWB Earnings History
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
SMWB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $3.12 | $2.85 | -8.65% |
Feb 17, 2026 | $3.90 | $2.55 | -34.62% |
Nov 11, 2025 | $8.48 | $7.82 | -7.78% |
Aug 13, 2025 | $8.43 | $8.39 | -0.47% |
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 Similarweb (SMWB) report earnings?
Similarweb (SMWB) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Similarweb (SMWB) earnings time?
Similarweb (SMWB) earnings time is at Aug 11, 2026, Before Open (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 SMWB EPS forecast?
SMWB EPS forecast for the fiscal quarter 2026 (Q2) is 0.04.
