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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.

Similarweb Ltd. (SMWB) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

SMWB

SMWB fundamentals

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