$12.000
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SEMR News
SEMR Events
Company Reports Q4 Revenue of $117.7M, Below Expectations
Reports Q4 revenue $117.7M, consensus $118.6M. Reports Q4: net new ARR was $16.1 million, up 48% year-over-year, driven by continued adoption of AI products and the Enterprise platform. AI products surpassed $38 million in ARR as of December 31, 2025, up from $4 million as of the prior year period. Enterprise platform ARR grew to $37 million as of December 31, 2025, across 579 customers, up from $9 million a year ago. Together, AI products and the Enterprise platform represented $63 million of ending ARR as of December 31, 2025, contributing to total ARR of $471.4 million.
Semrush Launches Official App in ChatGPT
Semrush announced the launch of its official app in ChatGPT. This integration enables marketers, SEO teams, and marketing analysts using Semrush to access live Semrush data and intelligence directly within ChatGPT.
DA Davidson: Adobe's Semrush Deal Poses Minimal Integration Risk
DA Davidson keeps a Buy rating and $500 price target on Adobe (ADBE) after the company entered into a definitive agreement to acquire SEMrush Holdings (SEMR) for $1.9B in cash. Given the size of this deal, the firm sees limited integration risk and meaningful cost synergies to be unlocked, though while the deal makes sense strategically, Adobe paid a hefty premium for capabilities that are undergoing material changes as a result of AI innovation, the analyst tells investors in a research note.
Semrush adjusts FY25 revenue forecast to a range of $443.5M-$445.5M, down from $443M-$446M.
Consensus $444.3M. Sees Fy25 non-GAAP operating margin to be approximately 12% and free cash flow margin to be approximately 12%.
Semrush announces Q3 non-GAAP operating income of $14.1M, up from $12.1M a year ago
Reports Q3 revenue $112.1M, consensus $111.7M. Semrush customers who pay more than $10,000 annually grew by 30% year-over-year. Semrush customers paying over $50,000 annually grew by over 72% year-over-year. "We delivered strong performance in the third quarter, driven by our enterprise traction and accelerating momentum across our AI portfolio," said Bill Wagner, CEO of Semrush. "Building on our foundation as leaders in SEO, our Enterprise and AI products are becoming new revenue growth engines, validating our upmarket expansion and our investment in product innovation."
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