Education
About Us
Working with TipRanks
Follow Us
SEMrush Holdings (SEMR)
NYSE:SEMR
Earnings Data
Report Date
Aug 11, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
0.06Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -5.77%
|Next Earnings Date:Aug 11, 2025
Earnings Call Sentiment|Positive
The earnings call was largely positive, highlighting strong revenue growth, successful product launches, and increased adoption of enterprise solutions. However, there are some concerns regarding exchange rate impacts and retention metrics.Company Guidance
During the Semrush First Quarter 2025 Earnings Conference Call, the company outlined its guidance for the upcoming periods and highlighted key performance metrics. Semrush reported a Q1 revenue of $105 million, marking a 22% year-over-year increase and surpassing their guidance's high-end. The non-GAAP operating margin stood at 11.6%, and the free cash flow margin improved by 360 basis points compared to the previous year. Their Enterprise SEO Solution gained traction with nearly 200 customers, each averaging $60,000 in annual recurring revenue (ARR), which exceeded prior expectations by 20%. The company's AI products, including the newly launched AI Toolkit, contributed over $4 million in ARR, positioning it as one of the fastest-growing products in Semrush's history. For Q2 2025, Semrush expects revenue between $108.2 million and $109.2 million, aiming for a 20% year-over-year growth at the midpoint, while maintaining a non-GAAP operating margin of around 11%. The full-year 2025 revenue guidance remains at $448 million to $453 million, with a non-GAAP operating margin goal of approximately 12%, despite an $8 million headwind due to exchange rate shifts. The company's cash and short-term investments rose to $261.8 million, up by $26.2 million, while ARR for the quarter reached $424.7 million, representing a 20% year-over-year increase. Semrush's calculated average ARR per customer rose to over $3,600, a 14% year-over-year growth, and the number of customers exceeding $50,000 in payments grew by 86% to 388. The company is focused on expanding its enterprise segment and further leveraging AI advancements to drive future growth.Strong Revenue Growth
Revenue for Q1 2025 was $105 million, representing over 22% year-over-year growth and exceeding the high-end of the guidance.
Enterprise SEO Solution Success
The Enterprise SEO Solution has nearly 200 paying customers with an average ARR per customer of approximately $60,000, almost 20% higher than previous expectations.
AI Product Adoption
AI products, including the AI Toolkit, have grown to over $4 million in ARR. The AI Toolkit quickly became one of the fastest-growing new products in the company's history.
Positive Financial Performance
Non-GAAP operating margin was 11.6%, and free cash flow margin increased by 360 basis points over the previous year.
Increase in High-Value Customers
The number of customers paying over $50,000 increased 86% year-over-year to 388, and over 5,000 customers are paying over $10,000, which grew approximately 40% year-over-year.
SEMR 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
SEMR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $10.22 | $10.00 | -2.15% |
Feb 26, 2025 | $15.09 | $11.88 | -21.27% |
Nov 07, 2024 | $14.28 | $13.26 | -7.14% |
Aug 05, 2024 | $12.91 | $13.17 | +2.01% |
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 (SEMR) report earnings?
SEMrush Holdings (SEMR) is schdueled to report earning on Aug 11, 2025, TBA Not Confirmed.
What is SEMrush Holdings (SEMR) earnings time?
SEMrush Holdings (SEMR) earnings time is at Aug 11, 2025, TBA Not 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 (Q2) is 0.08.