SEMrush Holdings, Inc. (NYSE: SEMR)

SEMrush Holdings, Inc. is a leading online visibility management software-as-a-service platform that enables companies worldwide to identify and reach the right audience for their content through the appropriate channels. The company’s platform integrates data and artificial intelligence across interconnected hubs focused on generative engine optimization, search engine optimization, paid advertising, social media management, local marketing, brand marketing, and content marketing. By providing tools to analyze website performance, content relevance, and audience engagement, SEMrush helps customers measure the return on their marketing investments and improve their digital presence.

SEMrush generates revenue primarily through subscription-based access to its suite of SEO, advertising, social media, content, and analytics tools. Customers choose from multiple pricing tiers such as Pro, Guru, Business, and Enterprise levels, with options to add extra user licenses, higher usage limits, or specialized features like AI-powered insights. The company reports a dollar-based net revenue retention rate of 104% as of December 31, 2025, and an average annual recurring revenue per paying customer of $4,369. For the year ended December 31, 2025, total revenue was $443.6 million, while annual recurring revenue reached $471.4 million, reflecting growth from $411.6 million the prior year.

SEMrush holds a strong position in the competitive online visibility market by offering an integrated platform that combines data from over 808 million domains, 28 billion keywords, and 43 trillion backlinks with AI-driven analytics. Unlike point solutions that focus on a single channel such as SEO or social media, SEMrush’s all-in-one approach provides cross‑channel insights that larger platforms like Google and Facebook often lack due to their focus on proprietary ad products. The company’s leadership is reinforced by recognition from G2 as a top performer in 18 software categories including SEO, competitive intelligence, and marketing analytics, which highlights its differentiated value proposition.

The company serves a diverse customer base that ranges from small and medium-sized businesses to large enterprises and marketing agencies operating across industries such as consumer internet, financial services, healthcare, retail, software, and telecommunications. As of December 31, 2025, SEMrush had approximately 108,000 paying subscribers spread across 145 countries, with no single customer accounting for more than 10% of total revenue. This broad and varied user base supports the platform’s network effects and ongoing product development.