American Dad is the best show of all time.
- Jan 29, 2015
Good points, but I believe aHrefs is gonna rape them.As far as their competitors, I think SEMRush has a big-box approach, where they offer many tools. I dislike their backlinks data and prefer Majestic. For their Keywords data, it's so-so but even KeywordSheeter is better IMO. It's good for agencies who want a one stop shop for a SaaS solution, which is their clientele IMO.
Did you see the shitstorm with their guest post service ?The company is well managed
https://www.semrush.com/news/semrush-pauses-guest-posting-service/There's tacit consent since both agreed to enter the market.
No. They offered a guest posting service?
So, SEMRush's average customer lifetime is about 2 years, if the average customer subscribes to the Pro plan ($99/month). They must have less agency clients then I assumed... good to know.Page 90 is the good stuff for people that like to read docs.
2100 average customer value is pretty darn good.
We don't bring in anywhere near that with keyword sheeter.
I wonder what serpwoo, moz and ahrefs are pulling in per user on average.
Looks like a growth play more than a cash in to me.
200 million builds a lot of new toys and allows for some hard core saturation marketing.
I’m pretty bullish on the industry in general. Around here we take it for granted, but being sophisticated enough to bother with keyword research is a pretty good signal that a business is above average at execution. Willingness to pay for an edge is a trait of business owners that succeed.
Companies that do keyword research and other organic marketing tasks out compete ones that don’t. With proper account management their customer pipeline is wide open to buying anything you can offer them that provides some kind of competitive edge.
The trick is finding ways to mass offer value and not turn into a line item expense.
We get to watch over the next several years and see if this management team can pull it off.
I think they’re going to do great. The customer base is well positioned. On top of that there is a ton of strategic value to the turf they’ve staked out that can manifest future tangible value in unpredictable ways.
Only issue they could have is if somebody gets some nasty patents that allow a sustained competitive advantage or google decides to abuse them.
I expect 30$ plus share price given a few years; pending no acts of god or google being abnormally abusive.
There’s a ton of strategic opportunity mixed with compound network effects.
They don’t even need to be number 1 in their current markets to get there. This niche is very pivot friendly. It inherently mass enables business models.
only offered 10 million shares. (so they raised 140 million still pretty good)
Where did you get that? I'm a bit confused. They offered 10 million shares, but only did 5.8 million in trading volume today. Did all the shared they offer get gobbled up? I'm geniunely curious about this.
Found this piece of news:
SEMrush provides a software-as-a-service platform that helps companies reach the correct audience for their content, using the appropriate channels and in the right context, the prospectus said. SEMrush had 404,000 active free customers and 67,000 paying customers in 2020. The company isn’t profitable, posting $7 million in losses on $124.9 million in revenue for the year ended Dec. 31, a prospectus said. It had 308 employees.