Semrush Investor Presentation
Market opportunity*
Total Global
Businesses
X
Online
Penetration
X
Avg. Revenue
per Customer
Current Global
Opportunity
~$13bn
-$150mln
Enterprise
Future Global
opportunity
$20bn+
*We estimate our global opportunity based on the number of small and medium sized companies (those with less than 500 employees) and large companies (those with 500 or more employees) in
the U.S per the U.S. Census Bureau. As of December 31, 2020, approximately 95% of our customers are in the small and medium sized category and had an ARR per paying customer of $2,000,
while our large enterprise customers had an ARR per paying customer of $4,200. We believe the opportunity internationally is at least as large as in the U.S. We assume 50% online penetration in
the small company segment (those with less than 20 employees) and 100% penetration in the medium sized (those with between 20 and 499 employees) and large company segments.
6View entire presentation