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Semrush Holdings (SEMR) investor relations material
Semrush Holdings Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Business overview and strategy
Focuses on top-of-funnel digital marketing across seven core channels, including AI, search, social, local, content, and brand marketing, supported by a robust data and intelligence layer.
Achieved $435M in annual recurring revenue, with 2025 guidance targeting 18% revenue growth and expanded profitability.
Leadership brings deep experience in technology, finance, and venture capital, driving significant company growth over the past decade.
AI and search landscape transformation
AI is expanding the scope of search, introducing new use cases and increasing total search interactions.
Brands must now optimize for AI-driven search outputs, focusing on broader authority and reputation management beyond traditional SEO.
Current AI search results are mostly organic, with limited paid promotion opportunities, emphasizing the need for early authority building.
Financial performance and growth vectors
2025 revenue growth is projected at 18%, with strong emphasis on AI and enterprise as primary growth drivers.
Enterprise segment is growing over 30% with high net revenue retention, while freelancer demand is normalizing post-pandemic.
AI and enterprise products are expected to double ARR to $50M by year-end, driven by strong demand, new product launches, and sales expansion.
Semrush's data moat in an AI-native world?
Enterprise strategy: displacing homegrown solutions?
Capital allocation: organic, M&A, buybacks?
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Next Semrush Holdings earnings date
Q3 20257 Nov, 2025
Next Semrush Holdings earnings date
Q3 20257 Nov, 2025
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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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