Similarweb Ltd (NYSE:SMWB)

Q3 2025 Similarweb Ltd Earnings Call Transcript

Nov 12, 2025 / 01:30 PM GMT

Release Date Price: $7.82 (-7.78%)

Transcript

Key Points

Positve

Revenue increased by 11% year over year to EUR72 million, in line with expectations.
Customer base grew 15% year over year, reaching over 6,000 customers.
Reported eighth consecutive quarter of positive free cash flow, generating $43 million over the past eight quarters.
Strong adoption of new products like Gen AI intelligence and app intelligence, with significant revenue growth.
58% of annual recurring revenue is contracted under multi-year agreements, indicating revenue durability.

Negative

Net revenue retention (NRR) declined to 98%, reflecting challenges in upselling despite strong expansion activity in 2024.
Sequential revenue growth was impacted by early recognition of LLM evaluation revenues in Q2, affecting Q3 comparisons.
Average revenue per user (ARPU) declined slightly, influenced by the addition of smaller customers.
Sales and marketing expenses came in lower than expected, potentially indicating challenges in scaling sales efforts.
Guidance for Q4 revenue has a wider range due to uncertainty around the timing of large deals.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SMWB.N - SimilarWeb Ltd
Q3 2025 Similarweb Ltd Earnings Call
Nov 12, 2025 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to the Simi web.

Q3 fiscal 2025 earnings call.

All participants will be in listen-only mode.

A question-and-answer session will follow the formal presentation.

If anyone should require operator's assistance during the conference, please key in and then 0 on your telephone keypad.

Please note that this event is being recorded.

I will now hand you over to Rami Myerson. Please go ahead.

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Unidentified_2 [2]
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Thank you operator. Welcome everyone to our 3rd quarter

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