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Similarweb(SMWB) - 2025 Q3 - Earnings Call Presentation
2025-11-12 13:30
Financial Performance - Q3 2025 revenue reached $71.8 million[7] - Q3 2025 saw year-over-year revenue growth of 11%[7] - Annualized Q3 2025 revenue is $287 million[7] - Remaining Performance Obligations (RPO) totaled $267.6 million, with 68% expected to be recognized in the next 12 months[7] - Q3 2025 non-GAAP gross margin was 81%[7] - The company projects FY25 revenues between $285 million and $288 million, representing a 15% year-over-year growth at the midpoint[71] Customer Base and Retention - Dollar-based net retention rate (NRR) for Q3 2025 was 105%[7] - 63% of total ARR comes from customers with over $100K+ ARR[7] - 81% of ARR is from multi-year subscriptions[7] Market and Strategy - The company estimates its addressable market to be $55 billion[32]
Similarweb(SMWB) - 2025 Q1 - Earnings Call Presentation
2025-05-13 20:56
Financial Performance - Q1 2025 revenue reached $67.1 million, representing a 14% year-over-year growth[8] - Q1 2025 non-GAAP gross margin was 80%[8] - The company's Remaining Performance Obligations (RPO) totaled $252.7 million, with 69% expected to be recognized over the next 12 months[8] - Q1 2025 Revenue Annualized (Q1 2025 Revenue * 4) is $268 million[8] - The company's dollar-based net retention rate (NRR) for $100K+ ARR customers was 111% in Q1 2025[8] - Non-GAAP operating loss was $(1.3) million in Q1 2025, representing a -2% operating margin[68] - Non-GAAP Normalized Free Cash Flow was $4.9 million in Q1 2025, a 7% margin[68] Customer Base - The company has over 5,700 customers[26] - 61% of total ARR comes from customers with $100K+ ARR[8] - 52% of ARR is from multi-year subscriptions[8] Market Opportunity - The company estimates its addressable market to be $55 billion[32]