NYSE$SEMR

Semrush Holdings Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Semrush reported Q3 2025, revenue of $112.1M, net income of $2.1M, diluted EPS of $-0.01.

For Q3 2025, Semrush reported revenue of $112.1M, net income of $2.1M, diluted EPS of $-0.01. Management discusses operating trends, liquidity, and priorities as disclosed in the filing.

  • Revenue $112.1M.
  • Net income $2.1M.
  • Diluted EPS $-0.01.

Headline financials

Total Revenue

$112M

Previous: $97.4M+15.1%
EPS (adj)

-$0.01

Previous: $0.01-200.0%
Annual Recurring Revenue

$455M

Previous: $401M+13.5%
Dollar-Based Net Retention

105.0%

Previous: 107.0%-1.9%
Customers >$10K Growth

29.0%

No prior period
Customers >$50K Growth

68.0%

No prior period
Capital Expenditures

-$1.73M

Previous: -$3.41M+49.4%
Net Income

-$2.14M

Previous: $1.09M-295.7%
Operating Income

-$3.22M

Previous: $1.71M-288.6%
Gross Profit

$90.1M

Previous: $80.3M+12.1%

Revenue & EPS history

Semrush · Revenue · Quarterly

$112M

Q3 2025+15.1%vs Q3 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

The filing discusses Semrush's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Semrush cites execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-3.7%

Avg return

Earnings day

-2.0%

Avg return

5 days after

+2.4%

Avg return

30 days after

20%

5 / 25 earnings

Positive

+16.9%

Q1 2024

Best reaction

-21.3%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+1.0%+1.1%+1.3%
Q3 2025+6.1%+3.8%+67.2%
Q2 2025-20.7%-22.7%-16.6%
Q1 2025-2.2%+6.1%+1.2%
Q4 2024-21.3%-26.8%-36.6%
Q3 2024-3.9%+1.4%+2.4%
Q2 2024-1.3%+2.3%-0.5%
Q1 2024+16.9%+21.8%+24.3%
Q4 2023-13.3%-9.2%+4.9%
Q3 2023-5.3%+2.7%+38.2%
Q2 2023+2.8%-4.0%-9.3%
Q1 2023-14.0%-12.8%-21.7%
Q4 2022+11.2%+9.7%+26.9%
Q3 2022-16.4%-22.7%-28.9%
Q2 2022-3.3%+4.2%-10.4%
Q1 2022-4.4%+3.8%+23.6%
Q4 2019-1.7%-0.9%-3.1%
Q4 2021-4.6%-20.0%-15.4%
Q3 2020-1.5%-5.9%-24.4%
Q3 2021-4.8%+3.8%-21.8%
Q2 2020-2.3%+3.9%+33.3%
Q2 2021-3.3%+7.2%+28.8%
Q1 2021-2.1%+1.2%-1.4%
Q4 2020-2.1%+1.2%-1.4%
Q1 2020-2.1%+1.2%-1.4%

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