What guidance did SEMrush Holdings's management provide for the next earnings period?

What factors drove the changes in SEMrush Holdings's revenue and profit?

What were the key takeaways from SEMrush Holdings's earnings call?

Did SEMrush Holdings beat or miss consensus estimates last quarter?

What is SEMrush Holdings's latest dividend and current dividend yield?

What does SEMrush Holdings do and what are its main business segments?

What is the market's earnings forecast for SEMrush Holdings next quarter?

What were the key takeaways from SEMrush Holdings’s earnings call?

- **Revenue Growth**: 15.5% YoY to $112.1M, driven by AI and Enterprise segments.
- **AI Expansion**: $30M ARR in AI products, 10%+ customer adoption.
- **Enterprise Momentum**: 33% YoY growth, targeting $100k+ ARR per customer.
- **Cash Position**: $275M with 12% free cash flow margin.
- **Strategic Focus**: Unified SEO/AI platform (Semrush One), data-driven AI solutions.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue of $112.1 million, up 15.5% YoY, driven by AI and Enterprise segments. 
- **AI Momentum**: AI products (e.g., Semrush One) added $10 million ARR, with 10%+ of customers adopting AI solutions.
- **Enterprise Expansion**: Enterprise ARR grew 33% YoY, with average customer spend rising to $10,000+.
- **Data Differentiation**: Largest search data set (27B keywords, 43T backlinks) powers AI/SEO convergence.
- **Product Innovation**: Launched Semrush One, combining SEO & AI search into single platform.

**【CFO Financial Commentary】**
- **Financial Highlights**: 
  - Q3 GAAP revenue: $112.1M (12.6% non-GAAP margin)
  - Free cash flow: $17M (15.2% margin)
  - Cash balance: $275.7M
- **ARR Growth**: 
  - Total ARR: $455.4M (+14% YoY)
  - Net new ARR: $20M (highest in 13 quarters)
  - AI ARR: $30M (doubled QoQ)
- **Guidance**: 
  - Q4 revenue: $117.5-119.5M (15.5% YoY)
  - Full year ARR: $443.5-445.5M (18% YoY)
  - Free cash flow margin: 12%
- **Currency Impact**: €/USD exchange rate headwind of $10M, but 72% YoY growth in >$50k customers.

**【Q&A Key Highlights】**
- **Semrush One Pricing**: Introductory pricing for unified SEO/AI platform, monitoring demand.
- **Enterprise Go-To-Market**: 72% YoY growth in >$50k customers, targeting $100k+ ARR.
- **AI Adoption**: 10%+ of customers using AI products, 17% ARR growth per customer.
- **Competitive Position**: Largest data set, 9,000+ enterprise customers, 100%+ net retention in AI segment.
- **Capital Allocation**: $275M cash, prioritizing AI/Enterprise R&D, M&A, and buybacks.

Semrush Holdings, Inc. (SEMR) Q3 2025 Earnings Call Transcript

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