Summary
SEMR Chart
Semrush: Poised To Rebound Amid Leadership Transition And Strong Value Appeal
Markets are underestimating macro risks; it's time to rotate into value plays like Semrush, which is overlooked and undervalued. Semrush boasts a large $40B TAM, a diversified product suite, high recurring revenue, and a solid balance of growth and profitability. Despite macro headwinds and leadership transition, Semrush is executing well, delivering 20%+ growth under new CEO Bill Wagner.
Semrush: Enterprise Pivot Is Showing Strong Potential
Shares of Semrush have declined by nearly 30% so far this year, as the company has had to deal with macro headwinds and the growing threat from AI overviews. Revenue growth has remained above 20%, with an FCF margin of 12% expected this year, potentially reaching 20% in 2027. Its enterprise offering is seeing increased adoption and is expected to be a key driver for revenue growth and margins ahead.
Semrush Holdings, Inc. (SEMR) Q1 2025 Earnings Call Transcript
Semrush Holdings, Inc. (NYSE:SEMR ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Brinlea Johnson - Investor Relations, The Blueshirt Group Bill Wagner - Chief Executive Officer Brian Mulroy - Chief Financial Officer Conference Call Participants Mark Murphy - JPMorgan Chase & Co. Elizabeth Porter - Morgan Stanley Jackson Ader - KeyBanc Capital Markets Inc. Adam Hotchkiss - Goldman Sachs Luke Horton - Northland Capital Markets Scott Berg - Needham & Company, LLC Operator Good morning. Thank you for attending today's Semrush First Quarter 2025 Earnings Conference Call.
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Semrush Holdings, Inc. Profile
| Software - Application Industry | Technology Sector | William R. Wagner CEO | NYSE Exchange | 81686C104 Cusip |
| US Country | 1,561 Employees | - Last Dividend | - Last Split | 24 Mar 2021 IPO Date |
Overview
Semrush Holdings, Inc. is a technology firm specializing in online visibility management with a comprehensive software-as-a-service (SaaS) platform. Headquartered in Boston, Massachusetts, Semrush has expanded its services across the United States, the United Kingdom, and other international markets since its inception in 2008. The company is dedicated to assisting businesses in identifying and effectively engaging with their target audience through optimized channels. Semrush serves a diverse range of clients, including small to midsize businesses, large enterprises, and marketing agencies across various sectors like consumer internet, digital media, education, financial services, healthcare, retail, software, telecommunications, and more.
Products and Services
- Online Visibility Management:
- Content Marketing Platform:
- Social Media Toolkit:
- Market Analysis:
- Digital Advertising Tools:
This core service of Semrush involves a suite of tools designed to enhance the online presence of a company. It includes SEO (Search Engine Optimization), SEM (Search Engine Marketing), keyword research, and competitor analysis. The goal is to improve organic search rankings, understand market dynamics, and outmaneuver competition.
Semrush provides tools for content creation and distribution that enable businesses to craft engaging content targeted to their audience. Features include content audit, topic research, and SEO content templates, all aimed at enhancing the reach and effectiveness of content marketing strategies.
This toolkit assists businesses in managing their social media presence more effectively. It allows for the scheduling of posts, social media analytics, and the ability to discover new engagement opportunities. This toolkit is crucial for companies looking to drive traffic through social media platforms.
Semrush offers deep market insights and competitor intelligence tools that enable businesses to identify trends, benchmark their performance against competitors, and uncover new opportunities within their industry. This insight helps in strategizing and making informed business decisions.
To complement organic visibility efforts, Semrush also offers tools designed for managing digital advertising campaigns. This includes PPC (Pay-Per-Click) keyword research, ad builder tools, and advertising campaign management features to optimize online advertising spend and ROI.
Contact Information
