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Dec 31, 2025
Semrush Q4 2025 Earnings Report
Semrush reported solid Q4 2025 revenue growth with improved non-GAAP profitability and continued ARR expansion.
Key Takeaways
Semrush generated 117659000 in Q4 2025 revenue, up 15% year-over-year, with ARR reaching 471400000. The company reported a net loss of 11098000 but delivered non-GAAP operating income of 15028000 and strong free cash flow of 10951000.
Revenue increased 15% year-over-year to 117659000.
ARR reached 471400000, up 15% year-over-year.
Dollar-based net revenue retention was 104%.
Free cash flow totaled 10951000 in the quarter.
Forward Guidance
Semrush will not provide Q1 2026 or full-year 2026 guidance due to its pending acquisition by Adobe, expected to close in the first half of 2026.
Positive Outlook
- Strong ARR growth of 15% year-over-year.
- AI products ARR exceeded 38000000.
- Enterprise platform ARR reached 37000000 across 579 customers.
- Non-GAAP operating income of 15028000 with 12.8% margin.
- Free cash flow margin of 9.3% in Q4.
Challenges Ahead
- GAAP operating loss of 13903000.
- Net loss of 11098000 in Q4.
- No forward revenue guidance due to acquisition.
- Stock-based compensation of 17103000 in Q4.
- Acquisition-related costs of 9725000 in Q4.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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