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Similarweb (DE:63X)
FRANKFURT:63X
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful progress: durable profitability, strong cash balance, expanding multi‑year ARR, growing enterprise customers, and accelerating AI product traction (AI now 11% of Q4 revenue and 3x YoY AI growth). However, near-term headwinds include a Q4 revenue miss driven by delayed large LLM contracts, NRR below 100% for the broad base, sales ramp and GTM execution shortcomings, and guidance uncertainty due to lumpy large deals. Management communicated concrete mitigations (dedicated teams, GTM optimizations, disciplined cost control) and provided prudent FY26 guidance, indicating confidence in scaling while preserving profitability.Company Guidance
Quarterly Revenue Growth
Revenue grew 11% year-over-year to $72.8M in Q4 2025, reflecting sustained top-line expansion despite timing issues with large contracts.
AI Revenue Traction
AI-related revenue reached 11% of Q4 sales (up from 8% at the end of Q2 2025); management reported AI revenue grew ~3x year-over-year and is a growing commercial contributor.
Profitability and Cash Generation
Delivered ninth consecutive quarter of positive free cash flow and approximately $13M free cash flow for the year; achieved second consecutive year of positive non-GAAP operating profit (Q4 non-GAAP operating profit $3.4M, 5% margin vs $2.6M, 4% margin in 2024).
Balance Sheet Strength
Ended the year with $72M in cash and cash equivalents, no debt, and a $75M available line of credit, providing financial flexibility.
Improved Contract Durability
Multi‑year ARR increased to 60% of ARR from 49% a year ago (+11 percentage points), improving revenue visibility and customer commitment to the platform.
Enterprise Customer Concentration and Growth
$100K+ customers grew 12% year-over-year and now represent 53% of ARR; 63% of ARR comes from customers generating over $100K annually, underscoring enterprise embedding.
New Product and Partnerships Momentum
Launched App Intelligence (fastest-growing product), Gen AI Intelligence, AI agents, AI Studio, MCP integrations, and expanded integrations (e.g., Bloomberg). Strategic partnership with Manus (now part of Meta) opens new distribution and agent-driven monetization channels.
2026 Guidance and Discipline
Provided FY26 revenue guidance of $305M–$315M (~10% YoY at midpoint) and non-GAAP operating profit of $16M–$19M, signaling a disciplined plan to scale while maintaining profitability; Q1 guidance $72M–$74M (~9% YoY).
DE:63X 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
DE:63X Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | €3.29 | €3.29 | 0.00% |
Nov 11, 2025 | €7.24 | €5.99 | -17.27% |
Aug 13, 2025 | €7.22 | €7.02 | -2.77% |
May 13, 2025 | €7.05 | €6.44 | -8.65% |
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 (DE:63X) report earnings?
Similarweb (DE:63X) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Similarweb (DE:63X) earnings time?
Similarweb (DE:63X) earnings time is at May 12, 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 the P/E ratio of Similarweb stock?
The P/E ratio of Similarweb is N/A.
What is DE:63X EPS forecast?
DE:63X EPS forecast for the fiscal quarter 2026 (Q1) is 0.01.
