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Similarweb
Similarweb (SMWB) investor relations material
Similarweb Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Q4 2025 revenue grew 11% year-over-year to $72.8M, with full-year revenue of $282.6M, up 13% year-over-year.
Achieved ninth consecutive quarter of positive free cash flow and second consecutive year of positive operating profit, with FY 2025 free cash flow of $13M.
AI-related revenue reached 11% of Q4 sales, tripling year-over-year, driven by new AI solutions and partnerships.
Customer base increased to 6,128, with $100K+ ARR customers up 12% to 454, now representing 63% of ARR.
2026 is positioned as a transformation year, shifting from building to scaling, with a focus on operational excellence and disciplined execution.
Financial highlights
Q4 2025 revenue: $72.8M, up 11% year-over-year; FY 2025 revenue: $282.6M, up 13% year-over-year.
Q4 2025 non-GAAP operating profit: $3.4M (5% margin); FY 2025 non-GAAP operating profit: $9.1M (3% margin).
Q4 2025 non-GAAP gross margin: 81%; FY 2025 non-GAAP gross margin: 81%.
Ended 2025 with $72M in cash and no debt; $75M available line of credit.
Multi-year subscriptions accounted for 60% of ARR, and $100K+ ARR customers contributed 63% of total ARR.
Outlook and guidance
FY 2026 revenue guidance: $305M–$315M, representing 10% year-over-year growth at midpoint.
FY 2026 non-GAAP operating profit expected between $16M–$19M; Q1 2026 between $0.5M–$2.5M.
Q1 2026 revenue guidance: $72M–$74M, 9% year-over-year growth at midpoint.
Guidance range widened due to timing uncertainty of large LLM deals.
Address NRR decline drivers
AI strategy's effect on sales cycle length
Bridge FY25 FCF drop to FY26 profit outlook
How will one-time AI deals convert to recurring ARR?
What GTM changes improve enterprise expansion?
AI Studio: How does consumption-based pricing scale?
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Next Similarweb earnings date
Q1 202613 May, 2026
Similarweb
Next Similarweb earnings date
Q1 202613 May, 2026
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Frequently asked questions
Similarweb Ltd. is a digital intelligence company that provides businesses with tools and insights to analyze online behavior and market trends. The company's platform delivers data-driven solutions for understanding web traffic, app usage, and audience engagement across industries. Its services help customers optimize digital marketing strategies, benchmark against competitors, and uncover growth opportunities. Similarweb serves a global clientele, including enterprises, agencies, and e-commerce platforms. The company is headquartered in Tel Aviv, Israel, and its shares are listed on the New York Stock Exchange.
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