SEMrush Holdings, Inc. reported its financial results for the third quarter of 2025, revealing a revenue of $112.1 million, a 15% increase from $97.4 million in the same period last year. For the nine months ending September 30, 2025, revenue reached $326.0 million, up 19% from $274.2 million in 2024. Despite this growth, the company recorded a net loss of $2.4 million for the quarter, compared to a net income of $718,000 in Q3 2024. The nine-month results also showed a net loss of $8.5 million, contrasting with a net income of $4.1 million for the same period last year.
The increase in revenue was primarily driven by strong upsell and cross-sell activities, although this was partially offset by a decline in customers at the lower end of the market, attributed to macroeconomic pressures and rising costs in paid search. The company reported a decrease in paying customers to approximately 114,000, down from 117,000 a year earlier. The Annual Recurring Revenue (ARR) per paying customer increased to $4,000 from $3,414, indicating a shift towards higher-value subscriptions.
In terms of operational metrics, SEMrush's dollar-based net revenue retention rate was approximately 105% as of September 30, 2025, down from 106% at the end of 2024. The company continues to focus on expanding its customer base and enhancing product offerings, particularly in artificial intelligence and enterprise solutions. SEMrush has also made strategic acquisitions, including Third Door Media and Ryte, to bolster its content and technology capabilities.
The company’s total assets increased to $450.4 million as of September 30, 2025, up from $390.9 million at the end of 2024. Cash and cash equivalents rose to $80.8 million, while short-term investments increased to $194.9 million. However, total liabilities also grew to $151.9 million from $124.6 million, reflecting increased deferred revenue and accrued expenses. Looking ahead, SEMrush anticipates continued investment in product development and marketing to drive growth, while maintaining a cautious outlook given the current economic environment.
About SEMrush Holdings, Inc.
Semrush Holdings, Inc. is a leading SaaS platform providing online visibility management solutions. It offers tools for search engine optimization, paid advertising, social media, content marketing, and competitive intelligence. Serving over 117,000 paying customers globally, the company leverages proprietary data, AI, and integrations to help businesses optimize digital marketing efforts, drive traffic, and measure campaign effectiveness through a subscription-based, data-driven business model.
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