SEMrush

“And today is our big launch day for allowing every single app to be native for SEO and AI discoverability. So for those of you who are more technical from server side rendering, SSR to pre-rendering, you can be discoverable. And we also integrated with SEMrush…”

“Take a big idea that's already generating hundreds of millions of dollars. You recreate it very quickly. With a very niche spoke focus.”

“SEMrush, which is the king of search engine optimization for Google, got acquired recently by Adobe, and I think that acquisition only makes sense if their plan is as quickly as is humanly possible to introduce an answer engine optimization product, because th…”

“So they buy them for 1.9 billion. It sounds like a lot, but it's only three times the next 12 months sales, even with a huge premium.”

“I'm just looking at SEMrush on my side though, gee, and there's all these long tail keyword variations. So buy it for life vacuum, buy it for life couch, buy it for life shoes, wallet, cookware, jeans, socks, belt, list goes on. There's about a thousand of the…”

“If I had been more persuasive and a sort of better CEO and remain CEO and like done a great job, I think Moz could have been in a, in that position or a similar position, right?”

“We had everything ready, I can tell you. The design was done, ah, the product was done, everything was ready, and we had to turn it down, just because the terms and the legal stuff, we couldn't accept it.”

“Our niche was highly competitive, so we were to compete with Ahrefs, SEMrush, HubSpot, big domains, big players, so if that's the case, you will need to wait for results for a long time, like a year or so, and you'll need to invest a lot of money, and if you a…”

“Ones that do pre due diligence. Cause there's a lot of ways to, You know, look at website traffic with tools like Ahrefs or SEMrush or just looking up your Twitter page and any mentions from happy customers, stuff like that, using the product. I think those ar…”

“I'll put the domain in, I'll look at the total traffic and I'll want to see at least I would say 1000 visits a day, roughly for non SEO. At least you have five visits that that that's very little. And then the second thing I'll look at is the number of referri…”

“We are comparable to, we're almost comparable to Airtress and SEMrush, judging by the reviews that I get by the customers themselves. We compare our data with Airtress and SEMrush.”

“Like these tools are focused more on keyword research and on backlinks analysis, while we are more like a data-driven tool that gathers a lot of information from pages that are ranking the top 10 to tell you whether you are missing something or overusing when …”

“Well, you know, both of those tools are just estimates and one can be way off from the other. It's interesting how different they can be on some sites. So we really have to use both of them.”

“And where those platforms fall short is they focus exclusively on how your website or your own domain is performing, which is just like one of many ways that a customer may find you.”

“We raised some money, but frankly speaking, we didn't touch You know, this round. It's pretty much all on the balance sheet.”

“As company gets bigger technically you want to have certain amount of money on the balance sheet comparable to your revenue, like monthly revenue or, you know, better say monthly expenses. In case things happen, you want to be able to run the business for a wh…”

“We didn't raise forty million from the very beginning, so we announced it later, but it was actually multiple different transactions with more or less the same group of investors.”

“They had an obligation to fund in certain point, but there was no big difference if money sits on their balance sheet, or not, not, not even balance sheet, or on our balance sheet, or it sits with them. In this case, they can optimize their, you know, IRR, whi…”

“Our traffic analytics product. We, we've been building it for two, three years. It's extremely complicated technology. So it took us quite a while to get everything running. But now it's actually one of the fastest growing product lines that we ever had.”

“We have over five million registered users and then, yeah, paying customers would be relatively small percentage of total registered users.”

“I mean, we have more than 15 different, different funnels.”

“Over 40 right now.”

“If you look back, you know, to 2008, I think comparing to the first version of the product that we had our revenue per customer increased more than six times, probably closer to seven times. after I joined, you know, I want to say almost doubled.”

“Even, even if we at some point say, Hey, It would make a lot of sense to hike prices. we would not do this because the goal is to have very, very broad presence to have as many marketers as possible.”

“So in product department overall, we have more than 200 people. Now, out of them, how many write code? Probably 75%.”

“We have customers who pay more than a 100,000 per year.”

“So we have, I think roughly around 60, , I would say.”

“In general, we are above a hundred percent. Okay. And then we also do segmentation like you know, if customers Work in a company with more than 50 employees, then it will be way, way higher than a hundred percent.”

“I mean, you see, we have 800 people and we are cash flow positive.”

“We we're still business that largely owned by founders, managed by founders and, you know, team of people who they assembled over, over time.”

“Majority of our subscriptions are still In you know, a little bit below 200 per month.”

“We have huge accounts that, that I approach in half a million per year.”

“We have seven out of top 10 world biggest advertisers. We have 25% of Fortune, 500.”

“So the first version was in 2008. But till 2012, it was more like a hobby. Not, you know, not a serious business, and they used to have other businesses. And only 2012, they like really realized that SEM rush on its own is probably going to be bigger than ever…”

“So we have a more than two million users, adding a lot of new users every month in terms of paying customers. It's Let's say between 30 and 50,000.”

“Company was growing back, back then more than 60% year over year 40% EBITDA margin and one month customer acquisition cost recovered.”

“And we are still recovering in five to six months.”

“We started spending a lot of money on on AdWords to the point where we realized we already spending more than any other company in this niche.”

“So so that's slightly above hundred percent, which is yet again, really unseen in our industry.”

“I need to check the model, but yeah.”

“No. I mean, no, no. It's just too low. You know, then they know that that would be too low.”

“Ahrefs is much better for link indexing. SMRush is much better for content, keywords, tracking, competitors.”