{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-24-020671","form_type":"8-K","ticker":null,"cik":"0001831840","company_name":"SEMrush Holdings, Inc.","filed_at":"2024-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:20.541598+00:00","generated_at":"2026-06-02T22:22:25.289094+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Semrush Q1 rev $85.8M (+21% YoY), turns profitable with $1.5M operating income","bullets":["Revenue $85.8M, up 21% YoY; ARR $354.2M, also up 21% YoY.","GAAP operating income $1.5M vs loss of $10.8M a year ago; non-GAAP operating income $9.7M.","Free cash flow $12.0M (14.0% margin); cash from operations $14.8M.","Paying customers ~112,000 (+10% YoY); dollar-based net revenue retention 107%.","Enterprise SEO platform now generally available, targeting up-market accounts."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-24-020671","json":"https://secwatch.observer/filing/0001628280-24-020671.json","markdown":"https://secwatch.observer/filing/0001628280-24-020671.md","text":"https://secwatch.observer/filing/0001628280-24-020671.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1831840/000162828024020671/0001628280-24-020671-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1831840/000162828024020671/semr-20240506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-02T22:22:25.289094+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"eea47705cbad6e2cc311b623a9c714e3f9818554","claim":"SEMrush Holdings, Inc. reported first quarter ended March 31, 2024 results: revenue $85.8 million.","evidence_excerpt":"as expressly set forth by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Semrush Announces First Quarter 2024 Financial Results • First quarter revenue of $85.8 million, up 21% year-over-year • ARR of $354.2 million, up 21% year-over-year • First quarter net cash provided by operating activities of $14.8 million • First quarter free cash flow of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1831840/000162828024020671/0001628280-24-020671-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2024"},{"label":"Revenue","value":"$85.8 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}