SEMrush Holdings, Inc. reported a revenue of $443.6 million for the fiscal year ending December 31, 2025, marking an 18% increase from $376.8 million in 2024. However, the company experienced a net loss of $19.5 million, a decline from a profit of $7.4 million in the previous year. This shift in profitability is attributed to increased operating expenses, which rose to $380.1 million from $303 million in 2024, driven primarily by higher sales and marketing costs, research and development expenses, and general administrative expenses.
The company’s annual recurring revenue (ARR) reached $471.4 million, up from $411.6 million in 2024, reflecting strong upsell activity and the adoption of new AI products. SEMrush reported a dollar-based net revenue retention rate of 104% as of December 31, 2025, down from 106% in 2024, indicating challenges in retaining revenue from existing customers, particularly in the lower end of the market. The total number of paying customers decreased to approximately 108,000 from 117,000 in the previous year, largely due to macroeconomic pressures affecting smaller customers.
In terms of strategic developments, SEMrush announced a merger agreement with Adobe on November 18, 2025, under which Adobe will acquire SEMrush for $12.00 per share in cash. This transaction is subject to customary closing conditions and stockholder approval, which was obtained on February 3, 2026. The merger is expected to enhance SEMrush's capabilities and market reach, although it also introduces uncertainties and potential disruptions to business operations during the transition period.
Operationally, SEMrush has expanded its product offerings, including the launch of the Semrush One platform, which integrates various marketing tools into a single interface. The company has also focused on enhancing its AI capabilities, with AI products generating over $38 million in ARR. As of December 31, 2025, SEMrush employed 1,567 full-time employees, reflecting a strategic investment in talent to support its growth initiatives.
Looking ahead, SEMrush anticipates continued investment in research and development to drive innovation and improve its platform. The company aims to expand its customer base and increase revenue through enhanced product offerings and improved customer engagement strategies. However, it acknowledges the ongoing challenges posed by economic conditions and competitive pressures in the digital marketing landscape.
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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