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Similarweb (SMWB) investor relations material
Similarweb Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Q2 2025 revenue grew 17% year-over-year to $71M, driven by strong demand for digital data, GenAI, and LLM solutions, with GenAI-related revenues accounting for nearly 8% of Q2 revenue.
Customer base expanded 18% to 5,951, with large customers ($100K+ ARR) up 13% and now contributing 63% of total ARR.
Achieved seventh consecutive quarter of positive free cash flow and returned to positive non-GAAP operating profit.
Multi-year contracts now represent 57% of ARR, up from 44% last year, improving revenue visibility and customer commitment.
Recognized as a leader in multiple G2 Spring 2025 categories, underscoring market position.
Financial highlights
Q2 2025 revenue reached $71M, a 17% increase year-over-year, with non-GAAP gross margin at 81% and non-GAAP operating profit of $2.4M (3% margin).
Normalized free cash flow for Q2 2025 was $3.8M (5% margin), maintaining positive cash generation.
Remaining performance obligations (RPO) totaled $274M, up 26% year-over-year, with 68% expected to be recognized as revenue in the next 12 months.
Dollar-based net retention rate (NRR) for all customers was 100%, and 108% for $100K+ ARR customers in Q2 2025.
Average annualized revenue per customer was $48K, while $100K+ ARR customers averaged $370K.
Outlook and guidance
Full-year 2025 revenue guidance maintained at $285M–$288M, representing 15% year-over-year growth at midpoint.
Non-GAAP operating profit guidance raised to $5M–$7M for 2025.
Q3 2025 revenue expected between $71.5M and $72M, with non-GAAP operating profit of $1.5M–$2M.
Target model aims for 85% gross margin, 25% operating margin, and 30% normalized free cash flow margin long-term.
Growth strategy focuses on accelerating customer acquisition, expanding within existing accounts, deepening product portfolio, and M&A.
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Next Similarweb earnings date
Q3 202512 Nov, 2025
Next Similarweb earnings date
Q3 202512 Nov, 2025
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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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