NYSE$SMWB
Similarweb · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
Similarweb reported Q2 2026 revenue of $77.2 million, up 9% YoY, with its first quarter of positive GAAP operating profit.
Similarweb delivered strong Q2 2026 results with revenue and non-GAAP operating profit exceeding guidance. The company achieved positive GAAP operating profit for the first time, raised full-year guidance, and saw overall NRR reach 100% alongside significant multi-year contract wins.
- Revenue reached $77.2 million, a 9% increase from $71.0 million in Q2 2025, beating the top end of guidance.
- GAAP operating profit turned positive at $0.7 million (1% margin), compared to a $6.9 million loss last year.
- Non-GAAP operating profit rose to $6.5 million (8% margin) and non-GAAP EPS was $0.06.
- RPO grew 26% YoY to $345.3 million; raised FY 2026 revenue guidance to $314–318 million.
Headline financials
Revenue & EPS history
Similarweb · Revenue · Quarterly
$77.2M
Forward guidance
Raised FY 2026 revenue guidance to $314–318 million (11.8% growth) and non-GAAP operating profit to $24–26 million; Q3 2026 revenue guided to $80.5–82.5 million.
Tailwinds
- Strong AI demand driving new contracts and expansions
- Eleventh consecutive quarter of positive normalized FCF
- Surpassed $300 million ARR milestone
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports
-5.3%
Avg return
Earnings day
-1.4%
Avg return
5 days after
+2.4%
Avg return
30 days after
30%
6 / 20 earnings
Positive
+25.3%
Q2 2024
Best reaction
-34.8%
Q1 2026
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | -34.8% | +29.1% | +53.7% | |
| Q3 2025 | -9.1% | -14.6% | -11.8% | |
| Q2 2025 | +21.0% | +23.4% | +42.3% | |
| Q1 2025 | -5.8% | -9.7% | -6.6% | |
| Q4 2024 | -29.3% | -35.9% | -46.1% | |
| Q3 2024 | +6.1% | +9.8% | +24.0% | |
| Q2 2024 | +25.3% | +31.3% | +53.4% | |
| Q1 2024 | -6.7% | -6.3% | +2.8% | |
| Q3 2023 | +2.8% | +3.8% | -3.0% | |
| Q2 2023 | -12.6% | -6.4% | -4.6% | |
| Q1 2023 | -4.7% | -7.6% | +18.6% | |
| Q4 2022 | +3.8% | +4.5% | -8.9% | |
| Q3 2022 | -18.7% | -18.9% | -6.2% | |
| Q2 2022 | +1.7% | -2.0% | -8.8% | |
| Q1 2022 | -8.6% | -6.8% | -6.3% | |
| Q4 2019 | -3.5% | -2.7% | -3.2% | |
| Q4 2020 | -3.5% | -2.7% | -3.2% | |
| Q4 2021 | -11.1% | -12.1% | -6.6% | |
| Q3 2021 | -5.0% | +5.3% | -15.0% | |
| Q2 2021 | -13.4% | -9.9% | -15.5% | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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