Similarweb (SMWB) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 18, 2026 astatine 10:15 AM CST 40 min read

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Wednesday, Feb. 18, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer and Co-Founder — Or Offer

• Chief Financial Officer — Ran Vered

• Chief Business Officer — Maoz Lakovski

• VP, Investor Relations — Rami Myerson

Rami Myerson: Thank you, Operator. Welcome, everyone, to our 4th fourth 2025 net league call. Joining maine contiguous are our CEO and Co-Founder, Or Offer; our Chief Financial Officer, Ran Vered, who started with america successful precocious December 2025; and Maoz Lakovski, our Chief Business Officer, who is joining america arsenic well. Yesterday, aft marketplace close, we released our results for the 4th fourth and published a treatment of our results successful a missive to shareholders connected our Investor Relations website astatine ir.similarweb.com. Today’s webcast volition beryllium accompanied by an net presentation, which is caller and underscores our committedness to Investor Relations and transparent communication. The webcast tin besides beryllium accessed from our Investor Relations website.

Certain statements made connected the telephone contiguous represent forward-looking statements, which bespeak management’s champion judgement based connected the presently disposable information. These statements impact risks and uncertainties that whitethorn origin existent results to disagree from our expectations. Please notation to our net merchandise and our astir caller yearly study filed connected Form 20-F for much accusation connected the hazard factors that could origin existent results to disagree from our forward-looking statements. Additionally, definite non-GAAP fiscal measures volition beryllium discussed connected the telephone today. Reconciliations to the astir straight comparable GAAP fiscal measures are disposable successful the net merchandise and the net presentation.

Today, Or and Ran volition locomotion done the highlights of the 4th and the afloat year, reappraisal the advancement we are making connected our profitable maturation strategy and supply our archetypal outlook for 2026. Following our prepared remarks, we volition unfastened up the telephone to questions from sell-side analysts. With that, I volition crook the telephone implicit to Or. Or, delight spell ahead.

Or Offer: Thank you, Rami. Welcome, everyone, joining the telephone today, and a peculiar invited to Ran, who joined america arsenic our caller CFO successful December 2025. I volition statesman with our Q4 and afloat twelvemonth 2025 highlights, past screen our strategy and the advancement we made successful 2025, rolling retired our innovative solution and reason with our 2026 priorities and goals. Now let’s look astatine our Q4 2025 show connected Slide 5. Revenue grew 11% year-over-year to $72.8 million. This was beneath our guidance, mostly owed to the timing of 2 ample LLM information grooming contracts that did not adjacent yet, but stay progressive successful our pipeline.