Similarweb/$SMWB

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About Similarweb

Similarweb Ltd provides digital data and analytics that power critical business decisions. The group recognizes revenue from subscriptions to the platform and other subscription products on a straight-line basis over the term of the contract subscription period beginning on the date access to the platform is granted, provided all other revenue recognition criteria have been met. It has geographic presence in Israel, the United States, the United Kingdom, Asia Pacific, Europe, and Other. The group generates the majority of its revenue from the United States.
Ticker
$SMWB
Sector
Software & Cloud Services
Primary listing
NYSE
Employees
1,000
Headquarters
Givatayim, Israel

Similarweb Metrics

BasicAdvanced
$726M
-
-$0.25
1.17
-

Bulls say / Bears say

Similarweb raised its 2026 revenue and non-GAAP operating-profit guidance after Q2 revenue and profitability exceeded its guidance range. The quarter also delivered the company’s first positive GAAP operating profit and $8.7 million of normalized free cash flow. (Similarweb Q2 2026 results)
AI-related demand is translating into sizable enterprise commitments: Similarweb signed three multi-year contracts worth more than $60 million in total contract value during Q2, including an expansion that created its third eight-figure ARR account. The company also surpassed $300 million in ARR. (Similarweb Q2 2026 results)
Revenue visibility and customer quality are improving: remaining performance obligations increased 26% year over year to $345.3 million, 66% of ARR was under multi-year subscriptions, and customers generating at least $100,000 of ARR increased 9% year over year to 473. (Similarweb Q2 2026 results)
Revenue growth remains moderate for a software company: Q2 2026 revenue rose 9% year over year, while full-year guidance implies approximately 11.8% growth at the midpoint. Overall net revenue retention was only 100%, limiting evidence of strong expansion within the installed base. (Similarweb Q2 2026 results)
Founder-CEO Or Offer plans to transition out of the CEO role, with completion expected by mid-2027. Although the process is described as orderly, leadership succession creates execution and key-person risk during an important AI-driven growth phase. (Similarweb CEO succession announcement)
GAAP profitability is still fragile: Q2 produced only $0.7 million of operating profit, or 1% of revenue, while the company remained in a $3.6 million GAAP net loss. This leaves limited margin for execution missteps or slower realization of AI-related demand. (Similarweb Q2 2026 results)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.
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