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Semrush
Semrush (SEMR) investor relations material
Semrush Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary2 Mar, 2026
Executive summary
Q4 net new ARR reached $16.1 million, up 48% year-over-year, fueled by AI products and the Enterprise Platform.
AI products ARR grew to $38 million, and Enterprise Platform ARR to $37 million, both showing significant year-over-year growth.
Total ARR as of December 31, 2025, was $471.4 million, up 15% year-over-year.
Q4 revenue was $117.7 million (up 15% YoY); full-year revenue was $443.6 million (up 18% YoY).
Announced acquisition by Adobe, expected to close in H1 2026, with regulatory and stockholder approvals obtained.
Financial highlights
Q4 loss from operations was $(13.9) million; full-year loss from operations was $(22.8) million.
Q4 non-GAAP income from operations was $15.0 million (12.8% margin); full-year non-GAAP income from operations was $53.3 million (12% margin).
Q4 cash flow from operations was $14.9 million (12.7% margin); full-year was $59.6 million (13.4% margin).
Free cash flow for the year was $42.9 million (9.7% margin), up from $35.3 million (9.4% margin) in 2024.
Net loss attributable to shareholders was $(11.1) million for Q4 and $(19.0) million for the year.
Outlook and guidance
No guidance for Q1 or full-year 2026 due to the pending Adobe acquisition.
What percentage of annual ARR growth came from AI/Enterprise?
Assess the sustainability of non-GAAP operating income
Evaluate customer expansion strategy effectiveness
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Next Semrush earnings date
Q1 20267 May, 2026
Semrush
Next Semrush earnings date
Q1 20267 May, 2026
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Frequently asked questions
Semrush Holdings Inc is a software company that provides online visibility and marketing analytics tools. Its cloud-based platform offers solutions for search engine optimization, pay-per-click advertising, content marketing, and social media management. The company serves digital marketing professionals, agencies, and enterprises worldwide. Semrush Holdings Inc is headquartered in Boston, Massachusetts, and its shares are listed on the NYSE.
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