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.
Similarweb: Visible Revenue Expansion Potential
I rate Similarweb a buy, projecting a 15% upside YoY with a $10.4 price target, due to its undervaluation and growth potential in AI-enhanced offerings. Despite a 58% decline since IPO, SMWB's fundamentals are improving, with positive operating cash flow and narrowing net loss margins in FY 2024. Investment in AI capabilities is a key catalyst, enhancing B2C client visibility into consumer behaviors, unlocking potential revenue and NRR expansion opportunities for SMWB.
Similarweb Ltd. (SMWB) Q4 2024 Earnings Call Transcript
Similarweb Ltd. (NYSE:SMWB ) Q4 2024 Earnings Conference Call February 12, 2025 8:30 AM ET Company Participants Rami Myerson - VP, IR Or Offer - Co-Founder, CEO & Director Jason Schwartz - CFO Conference Call Participants Surinder Thind - Jefferies Ryan MacWilliams - Barclays Arjun Bhatia - William Blair Luke Horton - Northland Securities Jason Helfstein - Oppenheimer Scott Berg - Needham & Company Adam Hotchkiss - Goldman Sachs Patrick Walravens - Citizens JMP Operator Greetings, and welcome to the Similarweb Fourth Quarter Fiscal Year 2024 Earnings Call.
Similarweb (SMWB) Reports Q4 Loss, Tops Revenue Estimates
Similarweb (SMWB) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of $0.03. This compares to break-even earnings per share a year ago.
Similarweb: Price Gains Are Just The Beginning For This DaaS
I maintain my 'Buy' rating for Similarweb stock due to their re-accelerating revenue growth and improved net dollar retention metrics. Similarweb's share price has surged from $9 to nearly $15, showcasing stellar performance well above sector medians. The company reported $64.7M in Q3 revenue, marking an 18% year-over-year increase and four consecutive quarters of growth acceleration.
