Similarweb (SMWB) Matches Q1 Earnings Estimates
Similarweb (SMWB) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate . This compares to a loss of $0.05 per share a year ago.
Similarweb (SMWB) Upgraded to Buy: Here's What You Should Know
Similarweb (SMWB) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Similarweb: A Worthy Bet As Company Pivots To LLM Sales
Similarweb (SMWB) is initiated with a buy rating after a ~70% YTD share price decline, citing deep undervaluation and strategic AI adaptation. SMWB faces macro headwinds and AI disruption, but is pivoting with new AI-focused products and retrained sales targeting AI-native enterprises. Large customers (> $100k ARR) show 103% net retention, 60% of ARR is multi-year, and RPO/backlog grew 17% y/y, signaling resilience.
Similarweb: Elongated Sales Cycles A Worry Amid AI/SaaS Scare
Similarweb (SMWB) faces elongated sales cycles and increased R&D intensity as it pivots toward AI-driven offerings amid shifting digital marketing and search landscapes. AI-related revenues now comprise 11% of sales, but overall revenue missed expectations due to delayed LLM deals and in our opinion self-cannibalization from transitioning customers more to GEO from SEO. Multi-year contracts rose to 60% of ARR, with large customer net retention above 100%, but company-wide NRR slipped to 98%, reflecting top-of-funnel challenges.
Similarweb Ltd. (SMWB) Q4 2025 Earnings Call Transcript
Similarweb Ltd. (SMWB) Q4 2025 Earnings Call Transcript
Similarweb (SMWB) Q4 Earnings Beat Estimates
Similarweb (SMWB) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.03 per share a year ago.
Similarweb: Well Positioned For Growth Acceleration In The Coming Quarters
Similarweb remains a buy as Gen-AI monetization and upmarket traction drive accelerating growth and improved sales productivity. SMWB's Gen-AI Intelligence Suite and Model Context Protocol server position it as a crucial data provider for AI-driven workflows and brand visibility. RPO growth of 26% y/y outpaces revenue, signaling imminent acceleration; management guides for FY25 revenue of $285–$288 million.
Similarweb Ltd. (SMWB) Q3 2025 Earnings Call Transcript
Similarweb Ltd. ( SMWB ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Rami Myerson - Vice President of Investor Relations Or Offer - Co-Founder, CEO & Director Maoz Lakovski - Chief Business Officer Conference Call Participants Surinder Thind - Jefferies LLC, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Willow Miller - William Blair & Company L.L.C.
SimilarWeb: Still Very Confident In The Growth Acceleration Outlook
I reiterate my buy rating on SimilarWeb, as 2Q25 results confirm accelerating revenue growth, strong enterprise traction, and improving profitability. Generative AI is now a core growth engine, with AI-related revenues rapidly expanding and driving sticky, multi-year enterprise contracts. Go-to-market investments are paying off, evidenced by a surge in high-value enterprise clients and record sales productivity.
Similarweb Ltd. (SMWB) Q2 2025 Earnings Call Transcript
Similarweb Ltd. (NYSE:SMWB ) Q2 2025 Earnings Conference Call August 13, 2025 8:30 AM ET Company Participants Jason E.
Similarweb: Rating Upgrade As Valuation Has Turned Cheaper
I upgrade Similarweb to a buy, as fundamentals remain strong and the current valuation offers a compelling entry point. Q1 results show accelerating revenue growth and robust customer additions, especially among enterprise clients, supporting my positive outlook. Investments in go-to-market and product innovation, particularly in AI and mobile app intelligence, are driving future growth potential despite near-term margin pressure.
Similarweb (SMWB) Reports Q1 Loss, Tops Revenue Estimates
Similarweb (SMWB) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to earnings of $0.01 per share a year ago.
