NYSE$SEMR

Semrush Holdings Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

SEMR reported Q4 2025, revenue of $117.7M, diluted EPS of $-0.07.

For Q4 2025, SEMR reported revenue of $117.7M, diluted EPS was $-0.07. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $117.7M.
  • Diluted EPS $-0.07.
  • SEMR MD&A covers liquidity, operating priorities, and sector risks.

Headline financials

Total Revenue

$118M

Previous: $103M+14.7%
EPS (adj)

-$0.07

Previous: $0.02-450.0%
Annual Recurring Revenue

$471M

Previous: $410M+15.0%
Dollar-Based Net Retention

104.0%

No prior period
Customers >$10K Growth

31.0%

No prior period
Customers >$50K Growth

74.0%

No prior period
Net Income

-$11.1M

Previous: $3.29M-437.0%
Operating Income

-$13.9M

Previous: $1.74M-898.6%
Gross Profit

$94.6M

Previous: $83.8M+12.8%

Revenue & EPS history

Semrush · Revenue · Quarterly

$118M

Q4 2025+14.7%vs Q4 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro or input-cost pressure may affect margins.
  • One-time items can affect YoY 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 Q4 2025

Historical avgQ4 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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