SEMrush Holdings Inc (NYSE: SEMR) is an online visibility management software company that operates a SaaS platform helping businesses analyze and improve their presence across search engines, social media, and online advertising channels. Revenue comes substantially from premium subscriptions, with paying customers renewing access to SEO, content marketing, competitive research, and advertising analytics tools. The platform integrates with third-party services including Google Analytics, Google Ads, Microsoft Ads, Meta Ads, TikTok Ads, Amazon Ads, Salesforce, and HubSpot, among others. SEMrush serves customers ranging from sole proprietors and small businesses to enterprise accounts. The company generated a GAAP operating loss of $22.8 million in FY2025, compared to GAAP operating income of $8.3 million in FY2024, while non-GAAP operating income was $53.3 million in FY2025 and $45.8 million in FY2024. As of the 10-K filed March 2, 2026, SEMrush had entered into a merger agreement with Adobe.

Revenue model

Substantially all revenue comes from premium subscriptions. Customers access the platform through free tiers, time-limited trials that auto-convert to paid subscriptions, and direct premium plan purchases. Enterprise solutions represent an upsell tier. Deferred revenue increased $8.5 million in FY2024, reflecting prepaid subscription billings.

Products and services

The SEMrush platform covers SEO analytics, keyword research, backlink analysis, website traffic intelligence, online advertising analytics, social media management, and content creation tools. The platform integrates with Google, Facebook, Instagram, X, YouTube, LinkedIn, Pinterest, TikTok, Amazon, Salesforce, HubSpot, Yext, Microsoft Outlook, and others. Additional integrations include AIOSEO, Monday.com, Wix, SurferSEO, Scalenut, and Zoho.

Customers and end markets

Customers include sole proprietors, small and midsize businesses, and enterprise accounts managing online visibility across search, social, and advertising channels. The business depends on subscription renewals, with the 10-K (filed 2026-03-02) stating that substantially all revenue and cash flows derive from paying customers with premium subscriptions.

Value-chain role

SEMrush sits at the analytics and workflow layer of the digital marketing stack. It aggregates search engine, website traffic, backlink, advertising, panel, and social media data, processes it with machine learning, and delivers insights and dashboards to marketing teams. The platform positions itself as a multi-vendor replacement, reducing customers' reliance on separate point tools.

Geographic exposure

The filing excerpts do not provide a geographic revenue breakdown.

Source: SEC 10-K, filed 2026-03-02

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