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SEMrush Holdings (SEMR)
NYSE:SEMR
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.08Last Year’s EPS
0.05Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -27.10%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call highlights strong financial performance with significant revenue growth and profitability, particularly driven by enterprise expansion and product development. However, there are challenges in the lower-end market segment and macroeconomic factors affecting certain customer cohorts.Company Guidance
In the fourth quarter of 2024, Semrush Holdings experienced significant growth, with revenue increasing by 23% year-over-year and annual recurring revenue (ARR) rising by 22% year-over-year, reaching $411.6 million. The company reported a non-GAAP income from operations of $11.8 million, resulting in a non-GAAP operating margin of 11.5%. For the entire year, Semrush achieved a revenue growth of 22% to $376.8 million and generated net cash from operating activities of $47 million. The company ended the year with cash, cash equivalents, and short-term investments totaling $235.6 million. The number of customers paying over $50,000 increased by 82% to 336, while the calculated average ARR per paying customer grew by nearly 13% to over $3,500. Semrush also successfully closed over 40 enterprise SEO deals in December 2024, contributing to a total of 144 enterprise SEO customers by year-end. Looking ahead to 2025, Semrush has projected first-quarter revenue between $103.9 million and $104.7 million and full-year revenue between $448 million and $453 million, representing approximately 20% growth at the midpoint. The company expects a non-GAAP operating margin of approximately 12% for 2025, with plans to launch an AI optimization solution in closed beta during the first half of the year.Strong Revenue Growth
Fourth quarter revenue grew 23% year-over-year, and full-year revenue grew 22% to $376.8 million.
Significant Increase in Enterprise Deals
Closed over 40 enterprise SEO deals in December alone, more than the rest of the year combined, with 144 enterprise SEO customers by year-end.
High Cash Flow and Profitability
Generated $47 million in net cash from operating activities for 2024 and ended the year with $235.6 million in cash, cash equivalents, and short-term investments.
Expansion of Product Portfolio
Expanded product offerings including AI features in social media and launched a new enterprise-focused solution.
Increase in Key Customer Metrics
ARR from enterprise-sized customers was strong, with a 40% year-over-year increase in customers paying over $10,000.
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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
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SEMR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| May 06, 2024 | $13.18 | $14.65 | +11.15% |
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.
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FAQ
When does SEMrush Holdings (SEMR) report earnings?
SEMrush Holdings (SEMR) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is SEMrush Holdings (SEMR) earnings time?
SEMrush Holdings (SEMR) earnings time is at May 13, 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 (Q1) is 0.08.
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