Semrush : Investor Presentation February 2025
SEMR
Semrush
Investor
Presentation
February 2025
Meet the Team
William R. Wagner
Oleg Shchegolev
Eugene Levin
Brian Mulroy
Vitalii Obishchenko
Chief Executive Officer
Co-founder and Chief
President
Chief Financial Officer
Chief Operating Officer
Former LogMeIn
Technology Officer
Former Target Global
Former Microsoft & Nuance
Former SEO Quake
Veronique Montreuil
Tatiana Starikova
Andrew Warden
David Mason
Alex Sukennik
Tommie OʼBrien
Chief Customer and Data Officer
Chief HR Officer
Chief Marketing Officer
Chief Legal Officer
Chief Information Officer
Chief Sales Officer
Former Covetrus & INAP
Former Realweb & Adhands
Former Cisco & SoftServe
Former Kayak & EverQuote
Former Avid & Rapid7
Former Salesforce &
3
Our Journey
2023
Surpassed 100,000
Customers
2021
& Launched
Social
2018
Semrush
Offering
2008
2015
Initial Public
Venture Capital
Completed
2024
Built First
10,000
Financing
SEO Product
Customers
Launched
2022
Enterprise SEO
$400M in ARR
and Surpassed
2018
Launched First
2016
AI Powered
2012
Product with
Launched
ChatGPT 1.0
Launched
Semrush Local
Founded
Semrush Brand
& Intelligence
4
Semrush
& Content
Our Journey
From a Product to a Toolkit to a Suite to a Platform to now a Fully-Integrated Enterprise Ready Platform
2008
2015
Started with
Became a Suite
a Single SEO
of Online Visibility
Product
Tools
2012
2020
Expanded into
Evolved into a
a Search Engine
Digital Marketing
Marketing Toolkit
Platform
2024
Becoming an
Enterprise-Ready
AIPowered Digital
Marketing Platform
5
Our Strong
Financial
Performance
22%
Q4ʼ24 ARR Growth %
$411.6M
Ending Q4ʼ24 Annual Recurring Revenue
11.5%
Q4ʼ24 Non-GAAP Operating Margin
$235.6M
Cash, Cash Equivalents and
Short-Term Investments
6
All metrics as of 12/31/24
See Appendix for GAAP to Non-GAAP Operating Margin reconciliation
Our Diverse &
Loyal Customer
Base
All
Industries, Market Segments and Marketing Disciplines
150
Countries
144
Enterprise Customers
1.0 million
Customers
7
All metrics as of 12/31/24. Enterprise Customers are companies with 500+ employees.
Nearly 40% of the Fortune 500 Trust Us
8
Our Large Market Opportunity
$13B
At IPO
$40B
Today
9
See Appendix for detailed TAM calculation
Our Strong Competitive Moat
Extensive
Network
High Gross
Leading
Integrated
Global
Data Set
Effect to
Margin
Brand
Platform
Scale
that Enables
Enhance
Structural
Loyalty
Proprietary
AIPowered
Advantage
Insights
Intelligence
1
2
3
4
5
6
10
Disclaimer
SEMrush Holdings Inc. published this content on February 26, 2025, and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on February 27, 2025 at 03:33:03.326.