SEMrush Holdings, Inc.

SEMrush Holdings, Inc. Earnings Recaps

SEMR Information Technology 1 recap
Q3 2025 Nov 6, 2025

Semrush Holdings reported robust Q3 2025 results, with revenues reaching $112.1 million and a notable increase in ARR from AI enhancements, underscoring strong demand across its SEO portfolio and enterprise products.

Key takeaways
  • Revenue grew 12.6% year-over-year, with a non-GAAP operating margin of 12.6% and operational cash flow of $21.9 million.
  • Enterprise customer growth accelerated to 33% year-over-year, driven by the successful introduction of three new products in the past 15 months.
  • AI-related products contributed $10 million in ARR this quarter, doubling from Q2, highlighting increasing traction among both new and existing customers.
  • Average ARR per customer rose 17% year-over-year, indicating strong customer retention and upsell potential.
Full recap