SEMrush Holdings Inc
F:628
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SEMrush Holdings Inc
F:628
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SEMrush Holdings Inc
SEMrush Holdings makes software that helps businesses understand how they show up online and how their competitors are marketing. Its main products are subscription tools for search engine optimization, paid search, content marketing, social media tracking, and website analytics. Customers use these tools to find keywords, monitor rankings, study rivals, and improve traffic from search engines and other digital channels. The company sells mainly to marketing teams, agencies, and small to mid-sized businesses that need practical data to plan and manage online campaigns. It also serves larger companies that want a clearer view of their search performance and competitive position. SEMrush makes money mostly through recurring subscription fees for access to its software platform, with some additional revenue from related services and add-ons. What makes SEMrush different is that it sits in the middle of digital marketing planning rather than the final ad channel itself. It gathers search and web data, organizes it into easy-to-use tools, and helps customers turn that data into better marketing decisions. In simple terms, it is a software vendor for companies that want to be found online and understand how their digital marketing stacks up against rivals.
SEMrush Holdings makes software that helps businesses understand how they show up online and how their competitors are marketing. Its main products are subscription tools for search engine optimization, paid search, content marketing, social media tracking, and website analytics. Customers use these tools to find keywords, monitor rankings, study rivals, and improve traffic from search engines and other digital channels.
The company sells mainly to marketing teams, agencies, and small to mid-sized businesses that need practical data to plan and manage online campaigns. It also serves larger companies that want a clearer view of their search performance and competitive position. SEMrush makes money mostly through recurring subscription fees for access to its software platform, with some additional revenue from related services and add-ons.
What makes SEMrush different is that it sits in the middle of digital marketing planning rather than the final ad channel itself. It gathers search and web data, organizes it into easy-to-use tools, and helps customers turn that data into better marketing decisions. In simple terms, it is a software vendor for companies that want to be found online and understand how their digital marketing stacks up against rivals.
Strong Quarter: Semrush delivered Q3 revenue of $112.1 million, driven by double-digit growth and strong performance in new AI and Enterprise products.
Enterprise Momentum: Enterprise segment ARR grew 33% year-over-year, with average ARR per enterprise customer topping $10,000 and a 72% rise in customers spending over $50,000.
AI Product Acceleration: AI product ARR more than doubled from Q2 to Q3, adding $10 million in the quarter, and is expected to approach $30 million by year-end.
Retention & Expansion: Overall net revenue retention held steady at 105%; Enterprise net revenue retention jumped to 125%, and AI customers are nearing 150%.
Profitability & Cash Flow: Non-GAAP operating margin was 12.6%, with $21.9 million in operating cash flow and $17 million in free cash flow for the quarter.
2025 Guidance Reiterated: Full-year revenue is expected between $443.5–$445.5 million (about 18% growth), with margin and cash flow margin guidance unchanged at 12%.
Product Launches: Semrush One launched as a unified solution for SEO and AI visibility, positioned as an industry benchmark with disruptive pricing.
Customer Mix Shifting: Total paying customers declined as the company focuses on higher-value, more sophisticated users.
