SEMrush Q2 2025 Revenue Up 20%, Announces $150M Share Repurchase Program

Tuesday, Aug 5, 2025 4:47 am ET1min read

SEMrush Holdings Inc reported a 20% YoY revenue increase to $108.9 million in Q2 2025, driven by accelerated adoption of its AI and Enterprise products. Despite a loss from operations, the company announced a $150 million share repurchase program, reflecting its confidence in long-term growth opportunities.

Semrush Holdings, Inc. (NYSE: SEMR) reported robust financial results for the second quarter ended June 30, 2025, with revenue increasing by 20% year-over-year (YoY) to $108.9 million. The company's accelerated adoption of AI and Enterprise products was a key driver of this growth. Despite a loss from operations of $4.3 million, Semrush announced a $150 million share repurchase program, underscoring its confidence in long-term growth opportunities [1].

The company's second-quarter highlights include a 20% YoY increase in revenue, a 15% YoY increase in annual recurring revenue (ARR) to $435.3 million, and a 35% YoY increase in customers paying more than $10,000 annually. Semrush was also named a Leader in SEO Solutions by Forrester, recognizing its competitive intelligence and analytics capabilities [1].

Semrush's AI and Enterprise products have seen significant adoption, with customers benefiting from tools like AI Optimization (AIO), Toolkits, and the AI Traffic dashboard. These products enhance content creation, marketing capabilities, and brand visibility across AI-powered search platforms [1].

The company's share repurchase program reflects its strong balance sheet and free cash flow generation. The program, authorized by an independent committee of the Board of Directors, allows Semrush to repurchase up to $150 million of its Class A common stock on the open market or through privately negotiated transactions [1].

Looking ahead, Semrush expects third-quarter revenue to range between $111.1 million and $112.1 million, representing approximately 15% YoY growth. For the full year, the company expects revenue to range between $443.0 million and $446.0 million, with non-GAAP operating margins of approximately 11.5% and 12%, respectively [1].

References:
[1] https://www.semrush.com/news/417318-semrush-announces-second-quarter-2025-financial-results/

SEMrush Q2 2025 Revenue Up 20%, Announces $150M Share Repurchase Program

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