What is the revenue and EPS growth rate for Similarweb year over year?

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

What is Similarweb's gross profit margin?

What were the key takeaways from Similarweb's earnings call?

What does Similarweb do and what are its main business segments?

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

What were the key takeaways from Similarweb’s earnings call?

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

- **Revenue Growth**: Q3 2025 revenue $71.8M (+11% YoY), driven by Gen AI and LLM data sales.
- **Product Success**: Gen AI ARR >$1M; App Intelligence ARR >$10M with 580+ customers.
- **Cash Flow & Profit**: 8th consecutive quarter of free cash flow; raise 2025 non-GAAP profit to $8.5-9.5M.
- **Pipeline Momentum**: LLM evaluation deals expected to convert to ARR, with several committed.
- **Efficiency**: 27% of Sales Intelligence users adopt AI agents; 58% ARR in multiyear contracts.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue of $71.8 million, up 11% YoY, driven by Gen AI and data sales for LLMs.
- **Customer Expansion**: 6,000+ ARR customers, 15% YoY growth; 58% of ARR in multiyear contracts.
- **Product Success**: Gen AI Intelligence ARR >$1M since launch; App Intelligence ARR >$10M with 580+ customers.
- **Free Cash Flow**: 8th consecutive quarter of positive free cash flow, $43M over 8 quarters.
- **Pipeline Momentum**: LLM data evaluation deals expected to convert to ARR, with several already committed.

**【CFO Financial Commentary】**
- **Financial Metrics**: Q3 GAAP revenue $71.8M, NRR 98% (105% for >$100K ARR customers), free cash flow $3M (4% margin).
- **Guidance**: Reiterate 2025 revenue $285-288M (15% YoY), raise non-GAAP operating profit to $8.5-9.5M.
- **RPO**: $268M total, 68% expected to convert in next 12 months.

**【Q&A Highlights】**
- **NRR Trends**: Short-term compression due to large LLM evaluation deals; expect improvement as they convert.
- **Customer Acquisition**: App Intelligence primarily cross-sell; 30%+ increase in sellers YoY.
- **AI Efficiency**: Sales rep productivity optimization; 27% of Sales Intelligence users adopt AI agents.
- **Competitive Landscape**: Unique data sets and customer relationships position Similarweb as Gen AI leader.
- **Guidance Dynamics**: Q2 revenue acceleration impacted Q3 linearity; 4Q guidance reflects large deal uncertainty.

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