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Similarweb(SMWB) - 2025 Q2 - Earnings Call Presentation
2025-08-13 12:30
Q2 2025 Financial Highlights - Q2 2025 revenue reached $71.0 million[8], showing a year-over-year growth of 17%[8] - The company's annualized revenue, calculated as Q2 2025 revenue multiplied by 4, is $284 million[8] - Remaining Performance Obligations (RPO) totaled $273.8 million[8], with 68%[8] expected to be recognized over the next 12 months[8] - Non-GAAP gross margin for Q2 2025 was 81%[8] - The dollar-based net retention rate (NRR) for Q2 2025 was 108%[8] - 63%[8] of the total ARR comes from customers with over $100K+ ARR[8] - 57%[8] of ARR is from multi-year subscriptions[8] Business Model and Market Opportunity - The company estimates its addressable market to be $55 billion[42] - The company's sales and marketing spend is approximately 45% to 50% for customer acquisition and 50% to 55% for customer retention[75]