Here are 1-3 brief analogies for Similarweb (SMWB):

• Similarweb is like Nielsen for the internet, measuring digital audiences, traffic, and market share across websites and apps.
• Similarweb is like Bloomberg for digital market intelligence, providing comprehensive data and analytics on digital trends, competitors, and consumer behavior.

• Digital Research Intelligence Platform: Provides comprehensive insights into website and app performance, market trends, audience behavior, and competitor strategies.
• Sales Intelligence: Offers data-driven insights to identify high-intent leads, enrich CRM data, and understand prospective customers' digital footprint.
• Investor Intelligence: Delivers critical digital performance data and market insights for financial analysis and investment decision-making.
• Affiliate Marketing Intelligence: Helps marketers discover top-performing affiliates, analyze competitor affiliate strategies, and optimize their affiliate programs.

• Google (Alphabet Inc.) (Symbol: GOOGL)
• Walmart (Symbol: WMT)
• Adobe Inc. (Symbol: ADBE)
• The New York Times Company (Symbol: NYT)
• Publicis Groupe S.A. (Symbol: PUBGY)

• Amazon.com, Inc. (AMZN)

Or Offer, Co-Founder & CEO

Or Offer has served as the Co-Founder and CEO of Similarweb since its inception in 2007. Under his leadership, the company has expanded from an Israeli startup into a global enterprise. Prior to Similarweb, he was a founding partner at AfterDownload, which was acquired by IronSource. He is also an active investor in various startups. Before founding Similarweb, Offer initially developed and scaled his parents' jewelry business, which they later sold after he transitioned to the tech world.

Jason Schwartz, Chief Financial Officer

Jason Schwartz is the Chief Financial Officer of Similarweb, a role he has held for a decade. He joined Similarweb when it was a $20 million revenue startup and played a pivotal role in guiding it to become a fast-growing, profitable, and cash-generative business listed on the NYSE. Before joining Similarweb, Schwartz served as CFO at several high-tech companies, including Clarizen, Actimize (acquired by NICE Systems), and Cyota (acquired by RSA), where he managed multiple fundraising rounds, accelerated growth, and oversaw their acquisitions. He also served as VP Finance and CFO at Shopping.com during its IPO. Earlier in his career, he spent seven years at PricewaterhouseCoopers LLP. It was announced in September 2025 that Schwartz will be leaving the company, and he will continue in his role until his departure or until a successor is appointed to ensure a smooth transition.

Ron Asher, Chief Technology Officer

Ron Asher has over 20 years of experience in R&D leadership roles within global companies. Before joining Similarweb, he was the VP of Engineering at Bond. His prior experience includes serving as VP R&D for Startoscale and SVP Engineering in PrimaryData. Asher was also the VP Engineering of Diligent Technologies, which was acquired by IBM, and subsequently headed the XIV division in IBM's System and Technology Development department.

Benjamin Seror, Chief Product Officer

Benjamin Seror brings over 14 years of experience leading product teams. Since joining Similarweb in 2012, he has been responsible for designing and launching the company's entire suite of solutions, including the free Similarweb.com product, the SaaS Platform, the Similarweb API, and Similarweb Reports. Prior to Similarweb, Seror led the design and development of various multi-screen ad networks, including a prominent platform used by China Mobile (Red Loop Media) and one of the first 3-screen ad networks (Amdocs).

Susan Dunn, Chief Revenue Officer

Susan Dunn is responsible for leading Similarweb's sales organization and overseeing its revenue strategy. She has a proven track record of driving revenue growth, notably from her 32-year tenure at NielsenIQ, where she served as CRO for three years. Dunn possesses over 30 years of experience in the consumer packaged goods industry. Before her time at NielsenIQ, she held positions at The Hershey Company and Pillsbury.

The rapid advancement of large language models (LLMs) and generative artificial intelligence presents a clear emerging threat. If these powerful AI systems become capable of synthesizing vast amounts of unstructured and structured data from across the internet, public filings, social media, news, and even proprietary company data, they could provide on-demand, highly nuanced, and real-time market insights. This could potentially bypass the need for traditional digital intelligence platforms like Similarweb, which rely on structured data aggregation and dashboard interfaces. Users might increasingly turn to AI agents that can directly answer complex business intelligence questions, perform competitive analysis, identify trends, and generate strategic recommendations through natural language prompts, effectively offering a more dynamic, flexible, and potentially more comprehensive alternative to curated data platforms. This represents a potential paradigm shift in how market intelligence is accessed and utilized, moving beyond static dashboards to interactive, AI-driven analysis.

Similarweb (SMWB) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

1. Growth in Customer Base: The company has demonstrated consistent expansion in its customer base. Similarweb reported an 18% year-over-year growth in its Annual Recurring Revenue (ARR) customer base in Q2 2025, reaching nearly 6,000 customers. This follows a 19% growth in customers in Q1 2025, primarily within the below $100,000 ARR cohort.
2. Expansion of AI-related Offerings: Similarweb's offerings related to Generative AI (Gen AI) data and solutions are a significant and rapidly growing revenue stream. These AI-related revenues constituted approximately 8% of Q2 2025 revenues and include large multi-million dollar ARR contracts with major technology companies for Gen AI data and Large Language Model (LLM) training. The company has also launched new AI-driven products such as GenAI traffic intelligence and free AI agents, which saw a 60% month-over-month usage growth.
3. Upselling and Expansion with Existing Customers: Similarweb continues to focus on growing revenue from its existing customer base, particularly high-value clients. The Net Revenue Retention (NRR) for customers with an ARR of $100,000 or more was 108% in Q2 2025, indicating continued expansion through upsells and cross-sells within this segment. Additionally, 57% of Similarweb's ARR is now contracted under multiyear agreements, up from 44% in the previous year, contributing to more stable and predictable recurring revenue.
4. Launch of New Products and Service Enhancements: Beyond its core offerings and AI solutions, Similarweb is actively launching and enhancing specialized products. Recent examples include the introduction of Similarweb Ad Intelligence and further enhancements to its mobile app and Shopper Intelligence products, leveraging insights from the Admetricks acquisition.
5. Increased Sales Force Productivity: The company has invested in its sales capabilities, evidenced by a 50% year-over-year increase in the number of salespeople booking deals. This enhanced sales force productivity is expected to translate into continued customer acquisition and revenue generation.

Share Issuance

• Similarweb went public on the New York Stock Exchange (NYSE) in May 2021 under the ticker symbol SMWB.
• The company's Initial Public Offering (IPO) was priced at $22 per share, raising $165 million.
• In the IPO, Similarweb sold 7,500,000 ordinary shares.

Outbound Investments

• Similarweb acquired Embee in 2021 to expand its mobile user data sets.
• The company acquired Rank Ranger in 2022 to enhance its offerings for search engine optimization (SEO) and competitive analysis.
• In March 2025, Similarweb announced the acquisition of The Search Monitor to strengthen its paid search and affiliate marketing solutions.

Capital Expenditures

• Capital expenditures were reported as $2.066 million as of March 2023.
• Projected capital expenditures for 2025 are estimated at $13 million, representing 4% of revenue.
• Capital expenditures are projected to increase, with forecasts of $15 million in 2026, $18 million in 2027, $22 million in 2028, and $24 million in 2029, consistently at approximately 4% of revenue.