The earnings call was largely positive with significant achievements in revenue growth, customer expansion, and successful integration of AI solutions. While there were minor concerns about NRR for large customers and reliance on onetime licensing revenue, these were outweighed by the overall positive financial performance and strategic advancements.

Company Guidance -

Q3 2025

During Similarweb's second quarter fiscal 2025 earnings call, the company reported a 17% year-over-year revenue increase to $71 million, surpassing expectations. The customer base expanded by 18% to nearly 6,000 ARR customers. The firm highlighted significant interest in its Gen AI data, accounting for 8% of quarterly revenue. They also noted that their Gen AI Agents experienced a 60% month-over-month growth in usage. The company reiterated its revenue guidance for 2025 and raised its profit guidance, projecting full-year revenue between $285 million to $288 million and a non-GAAP operating profit increase to $5 million to $7 million. They achieved a seventh consecutive quarter of positive free cash flow, with a $4 million normalized free cash flow this quarter, representing a 5% margin. The firm also highlighted a 26% year-over-year rise in remaining performance obligations, totaling $274 million, with expectations to recognize 68% as revenue over the next year.

Revenue Growth

Revenue increased by 17% year-over-year to $71 million, ahead of expectations.

Customer Base Expansion

Customer base grew 18% year-over-year to almost 6,000 ARR customers at quarter end.

Positive Cash Flow and Profitability

Reported seventh consecutive quarter of positive free cash flow and returned to positive operating profit.

Successful AI Integration

Gen AI data and solutions accounted for 8% of second quarter revenues and are growing.

Sales Force Productivity

Number of salespeople booking deals increased by 50% year-over-year in the second quarter.

RPO Increase

Remaining performance obligations totaled $274 million at the end of Q2, up 26% year-over-year.

Improved Operating Margins

Operating margins improved by 4,500 basis points over the last 3 years.

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

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SMWB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.02 / -	0.05	―	―	―
Aug 13, 2025	2025 (Q2)	>-0.01 / 0.01	0.07	-85.71% (-0.06)
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)

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
Aug 13, 2025	$8.43	$8.39	-0.47%
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%

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.