Similarweb Ltd
NYSE:SMWB

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Similarweb Ltd
NYSE:SMWB
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Price: 7.57 USD -2.57% Market Closed
Market Cap: 632.4m USD

Similarweb Ltd
Investor Relations

In the bustling digital economy, Similarweb Ltd. emerges as a pivotal player, offering critical insights that help businesses navigate the vast digital landscape. Founded in 2007, this Israeli-based company has specialized in providing web analytics, a service vital for companies looking to understand their online presence and strategies better. Their platform aggregates a plethora of data from various sources, allowing businesses to analyze trends, measure their market share, and ultimately make informed decisions on competitive strategy. By making sense of raw internet data into actionable insights, Similarweb plays a key role in the strategy formulation of businesses, from e-commerce giants to small enterprises striving for digital prominence.

Monetizing its offerings, Similarweb strikes a delicate balance between subscription-based models and tailored, premium data solutions. They offer tiered subscriptions, allowing companies to choose from different levels of data access according to their needs and scale. This model ensures a stable revenue stream, augmented by their more bespoke services that cater to enterprises requiring in-depth, customized data solutions. Their customer base spans various industries, from retail and advertising to technology and finance, all seeking to sharpen their competitive edge through accurate digital insights. Through its orchestration of big data, Similarweb has carved out a niche in the analytics arena, providing the tools necessary for digital market leadership.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 12, 2025
AI Summary
Q3 2025

Revenue: Revenue grew 11% year-over-year to $71.8 million in Q3, in line with expectations, driven by customer growth and new products.

Customer Growth: ARR customer count increased 15% year-over-year to more than 6,000 at quarter end.

Cash Flow: Achieved an eighth consecutive quarter of positive free cash flow; $3 million generated in Q3.

Guidance: Full-year 2025 revenue guidance reiterated at $285–288 million; profit guidance raised.

AI Products: GenAI-related products are a fast-growing revenue stream, with GenAI Intelligence ARR surpassing $1 million since April launch.

Contract Quality: 58% of ARR is under multiyear contracts, up from 45% last year, reflecting greater revenue durability.

Profitability: Non-GAAP operating profit guidance for 2025 raised to $8.5–9.5 million due to improved cost discipline and AI-driven efficiency.

Sales Force: Headcount of sellers up 30% year-over-year, with improving sales productivity.

Key Financials
Revenue
$71.8 million
ARR Customers
over 6,000
Free Cash Flow
$3 million
Free Cash Flow (eight quarters)
$43 million
Free Cash Flow Margin
4%
ARR under Multiyear Contracts
58%
Remaining Performance Obligations (RPO)
$268 million
Non-GAAP Operating Profit Guidance
$8.5–9.5 million
GenAI Intelligence ARR
over $1 million
App Intelligence ARR
over $10 million
App Intelligence Customers
more than 580
Sales Sellers Increase
up 30% year-over-year
Net Revenue Retention (NRR)
98% across all customers; 105% for customers with over $100,000 ARR
GenAI AI Agent Utilization
27% of sales intelligence customers
Earnings Call Recording
Other Earnings Calls

Management

Mr. Or Offer
Co-Founder, CEO & Director
No Bio Available
Mr. Benjamin Seror
Co-Founder & Chief Product Officer
No Bio Available
Mr. Ron Asher
Chief Technology Officer
No Bio Available
Mr. Lior Degani
Chief Operation Officer
No Bio Available
Mr. Raymond Jones
Vice President of Investor Relations
No Bio Available
Mr. Guy Gomberg
Chief Marketing Officer
No Bio Available
Ms. Sigal Gillmore
Chief People Officer
No Bio Available
Maoz Lakovski
Chief Business Officer
No Bio Available
Ms. Susan Dunn
Chief Revenue Officer
No Bio Available

Contacts

Address
TEL AVIV-YAFO
121 Derech Menachem Begin, 41St Floor
Contacts
+972733204086.0
www.similarweb.com