The earnings call reflected positive trends in revenue, customer base expansion, and product innovation, with several new product launches receiving strong customer interest. However, the company faced challenges with a non-GAAP operating loss and slower growth in billing and current RPO. Despite these challenges, the positive highlights, particularly in revenue growth and product development, outweigh the lowlights.

Company Guidance -

Q2 2025

In the Q1 Fiscal 2025 earnings call, Similarweb provided several key metrics and guidance for the year ahead. The company reported a 14% increase in revenue, reaching $67 million, and a 19% growth in its customer base, now totaling over 5,700 ARR customers. Notably, 52% of ARR is under multi-year contracts, reflecting its critical nature to clients. The company maintained its guidance for the full year, projecting total revenue between $285 million and $288 million, a 15% year-over-year growth at the midpoint, with a non-GAAP operating profit ranging from $1 million to $4 million. For Q2 2025, revenue is expected in the range of $68.6 million to $69 million. Despite a non-GAAP operating loss of 2% in Q1, Similarweb reported its sixth consecutive quarter of positive free cash flow, generating $5 million, and anticipates continued positive free cash flow throughout 2025.

Revenue Growth

Revenue increased by 14% year-over-year to $67 million, exceeding expectations.

Customer Base Expansion

The customer base grew by 19% year-over-year to more than 5,700 ARR customers.

Positive Free Cash Flow

Reported the sixth consecutive quarter of positive free cash flow with a $5 million contribution, representing a 7% free cash flow margin.

Product Innovations

Launched new features including GenAI, traffic intelligence, and free AI agents, with a positive customer response.

App Intelligence Launch

Expanded app data coverage to over 4 million iOS and Android mobile apps in 58 countries, with 484 customers signed up.

AI Chatbot Traffic Intelligence

Introduced AI Chatbot traffic intelligence into the platform, providing insights on traffic generated by chatbots.

Multi-Year Contracts Increase

52% of ARR is contracted under multi-year contracts, up from 42% last year.

Similarweb (SMWB) 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

Daily Earnings Calendar >

SMWB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2025 (Q2)	>-0.01 / -	0.07	―	―	―
May 13, 2025	2025 (Q1)	-0.01 / -0.02	0.04	-150.00% (-0.06)
Feb 11, 2025	2024 (Q4)	0.04 / 0.03	0.06	-50.00% (-0.03)
Nov 12, 2024	2024 (Q3)	0.05 / 0.05	0.01	400.00% (+0.04)
Aug 06, 2024	2024 (Q2)	0.03 / 0.07	-0.04	275.00% (+0.11)
May 07, 2024	2024 (Q1)	0.01 / 0.04	-0.08	150.00% (+0.12)
Feb 13, 2024	2023 (Q4)	0.02 / 0.06	-0.15	140.00% (+0.21)
Nov 07, 2023	2023 (Q3)	-0.03 / 0.01	-0.18	105.56% (+0.19)
Aug 08, 2023	2023 (Q2)	-0.09 / -0.04	-0.29	86.21% (+0.25)
May 09, 2023	2023 (Q1)	-0.16 / -0.08	-0.26	69.23% (+0.18)

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, 2025	$8.17	$7.67	-6.12%
Feb 11, 2025	$16.78	$11.87	-29.26%
Nov 12, 2024	$10.70	$11.12	+3.93%
Aug 06, 2024	$6.29	$7.44	+18.28%

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.