SIMILARWEB LTD. (SMWB) SEC Filings & Earnings Calls
EquiReason read 14 SIMILARWEB LTD. SEC filings in the last 12 months. Latest: 6-K on 2026-10-08 — Special general meeting to approve compensation terms for new CEO Michael Akkerman; no financial results or guidance provided..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 764.4M
- P/E TTM
- —
- Dividend yield
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- 52-week
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- Next earnings
- 17 Nov, in 24 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
8 Oct 20266-KSpecial general meeting to approve compensation terms for new CEO Michael Akkerman; no financial results or guidance provided.open
Risks flagged
Leadership transition risk; new CEO compensation terms subject to shareholder vote.
“Special meeting to approve CEO compensation; no prior CEO performance data provided.”
24 Sep 20266-KSimilarweb Ltd. announced appointment of Michael Akkerman as CEO, effective Nov 2, 2026, succeeding founder Or Offer. No change to strategy, operations, or financial outlook.open
Risks flagged
Leadership transition risk; new CEO external to company; founder departure may affect culture/continuity.
“Founder and CEO Or Offer stepping down after close to two decades; new CEO from outside the company.”
12 Aug 20266-KSimilarweb Q2 2026: revenue $77.2M (+9% YoY), first GAAP operating profit, NRR 100%, RPO +26% to $345.3M, raised FY guidance on AI demand.earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q2-2026 | $77M | +9% y/y |
| Non-GAAP operating profit · Q2-2026 | $7M | +171% y/y |
| Non-GAAP net income · Q2-2026 | $5M | +373% y/y |
| GAAP profit (loss) from operations · Q2-2026 | $700000.00 | -110% y/y |
| GAAP net loss · Q2-2026 | $-4M | -69% y/y |
| GAAP net loss per share · Q2-2026 | $-0.04 | -71% y/y |
| Non-GAAP diluted net income per share · Q2-2026 | $0.06 | +500% y/y |
| Number of customers with ARR of $100,000 or more · Q2-2026 | 473 | +9% y/y |
| Dollar-based net retention rate (NRR) for customers with ARR of $100,000 or more · Q2-2026 | 107.0% | |
| Overall NRR · Q2-2026 | 100.0% |
Guidance
FY26 revenue raised to $314.0-318.0M from prior range (not stated); FY26 non-GAAP operating profit $24.0-26.0M; Q3 revenue $80.5-82.5M; Q3 non-GAAP operating profit $7.5-9.5M
Raised full-year guidance for second time in 2026, driven by strong AI demand and large contract wins; Q3 guidance also above prior expectations.
Risks flagged
Dependence on AI-related demand; any slowdown could impact growth.
“Commercial demand for our AI-related data and solutions is strong... but forward-looking statements note risks related to ability to develop and market AI solutions.”
Macroeconomic and geopolitical conditions could affect customer spending.
“Anticipated trends, growth rates, changes in currency exchange rates, rising interest rates, rising global inflation and current macroeconomic conditions...” · word for word
13 May 20266-KCEO succession planning initiated; founder Or Offer to transition out by mid-2027 after 20 years. No change to strategy, operations, or financial outlook.open
Risks flagged
Leadership transition risk; founder-led company undergoing CEO change.
“Founder and CEO Or Offer to transition out by mid-2027.”
13 May 20266-KQ1 2026 revenue $73.9M (+10% YoY); non-GAAP operating profit at top end of guidance; raised lower end of FY2026 guidance; tenth consecutive quarter of positive normalized free cash flow.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $74M | +10% y/y |
| Non-GAAP operating profit · Q1-2026 | $2M | |
| Normalized free cash flow · Q1-2026 | $7M | +35% y/y |
| Customers with ARR >$100K · Q1-2026 | 461 | +12% y/y |
| RPO · Q1-2026 | $298M | +18% y/y |
| Multi-year subscriptions % of ARR · Q1-2026 | 64.0% | |
| NRR (overall) · Q1-2026 | 98.0% |
Guidance
FY2026 revenue guidance raised to $307M-$315M (midpoint $311M)
Raised lower end of FY2026 guidance; strong Q1 performance and increased confidence in outlook.
2 Mar 202620-FSimilarweb reported FY2025 revenue of $282.6M (+13% YoY) but net loss widened to $32.9M from $11.5M.earningsopen
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $283M | +13% y/y |
| Net Loss · FY2025 | $33M | +186% y/y |
| Non-U.S. Revenue % · FY2025 | 45.4% | |
| NIS-Denominated Expenses % · FY2025 | 35.0% | |
| NIS/USD Devaluation · FY2025 | 12.5% | |
| Ordinary Shares Outstanding · FY2025 | 86,962,202 |
Risks flagged
Revenue Growth Deceleration
“Revenue growth slowed from 15% in FY2024 to 13% in FY2025.”
Net Loss Increase
“Net loss increased from $11.5M in FY2024 to $32.9M in FY2025.”
Operating Expense Growth
“Operating expenses increased by $43.6M in FY2025, outpacing revenue growth.”
Key Management Departures
“Two executive officers departed in 2025.”
Foreign Exchange Risk
“35% of expenses are NIS-denominated; NIS devalued 12.5% against USD in FY2025.”
17 Feb 20266-KSimilarweb reports Q4-25 revenue of $72.8M (+11% YoY), slower than expected due to LLM contract timing and market weakness; GenAI revenue 11% of total.earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q4-2025 | $73M | +11% y/y |
| GenAI revenue as % of total · GenAI · Q4-2025 | 11.0% | |
| GenAI Intelligence ARR · GenAI · Q4-2025 | $3M | |
| Number of $100k+ ARR customers · FY2025 | 454 | +12% y/y |
| Total ARR customers · FY2025 | 6,128 | +11% y/y |
| Net Revenue Retention (NRR) · Q4-2025 | 98.0% | |
| NRR for $100k+ ARR customers · Q4-2025 | 103.0% | |
| Average annual revenue per $100k+ customer · Q4-2025 | $370000.00 | -2% y/y |
Risks flagged
Revenue growth deceleration due to AI transition headwinds and LLM contract timing uncertainty.
“revenue growth in the fourth quarter was slower than expected mostly due to the timing of two large LLM data training contracts that did not close yet but remain active in our pipeline.” · word for word
Commercial execution shortfalls identified; corrective actions underway.
“we have identified specific commercial execution shortfalls this year and initiated corrective actions” · word for word
12 Nov 20256-KSimilarweb Q3 2025: revenue $71.8M (+11% YoY), customer base +15% to 6,127, RPO +26% YoY, eighth consecutive quarter of positive normalized FCF; raised operating profit forecasts.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $72M | +11% y/y |
| ARR Customers · Q3-2025 | 6,127 | +15% y/y |
| Customers >$100K ARR · Q3-2025 | 447 | +13% y/y |
| Net Revenue Retention (NRR) Overall · Q3-2025 | 98.0% | |
| Net Revenue Retention (NRR) >$100K · Q3-2025 | 105.0% | |
| Multi-year Subscription ARR % · Q3-2025 | 58.0% |
Guidance
Reiterating full year revenue expectations; raising operating profit forecasts.
Raised operating profit forecasts due to better-than-expected Q3 results and disciplined execution.
Risks flagged
NRR declined YoY (98% vs 101% overall; 105% vs 111% for >$100K), indicating slower expansion.
“NRR overall 98% vs 101% in Q3-24; NRR >$100K 105% vs 111%.”
SIMILARWEB LTD. — questions
- What did SIMILARWEB LTD. file recently?
- 14 SEC filings in the last 12 months. Latest: 6-K on 2026-10-08 — Special general meeting to approve compensation terms for new CEO Michael Akkerman; no financial results or guidance provided.
Every figure on this page comes from SIMILARWEB LTD.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.