Prediction Partly held up AI assessment confidence: 88% certainty 3/5 debate potential 2/5

Eugene Levin expects SEMrush to pass $80 million ARR in 2018

Eugene Levin · 1203 SEMRush to hit $80m ARR This Year, Here's How · Nov 9, 2018 · at 21:06

Eugene Levin, Chief Strategy Officer at SEMrush, responds to Nathan Latka asking if SEMrush will reach $80 million ARR within 2018.

0:00 / 0:01exact quote · 1.9s

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

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

SEMrush will pass $80 million in Annual Recurring Revenue (ARR) by the end of 2018.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

On November 9, 2018, Eugene Levin offered an offhand estimate ('I need to check the model, but yeah') that SEMrush would pass $80 million in ARR by year-end 2018. Official disclosures in Semrush Holdings, Inc.'s SEC filings—including the Form S-1 filed March 1, 2021 (which noted surpassing $50 million ARR in 2018 and reaching $102.6 million by year-end 2019) and the 2025 Proxy Statement (which disclosed a 34% ARR CAGR from December 31, 2018 to December 31, 2024)—indicate that Semrush closed 2018 with approximately $73 million in ARR. Because the target was a non-precise, conversational estimate and the actual result ($73 million) landed within roughly 9% (well within the 15% margin for round approximations), the claim is rated partially true.

Semrush Holdings, Inc. Form S-1 (March 1, 2021) confirmed surpassing $50 million ARR in 2018 and reaching $102.6 million in ARR as of December 31, 2019.
Semrush Holdings, Inc. 2025 Proxy Statement (Schedule 14A, April 17, 2025) reported $411.6 million ARR at year-end 2024 and a 34% 6-year CAGR from December 31, 2018, implying an ARR of ~$73 million at year-end 2018.
Industry financial tracking corroborates year-end 2018 ARR at approximately $73 million.

Checked against

[1] sec.gov [2] sec.gov [3] sec.gov [4] sec.gov [5] sec.gov [6] proxyvote.com [7] searchlogistics.com [8] getlatka.com

"SEMrush Holdings, Inc." "S-1" "2018" ARR OR "Annual Recurring Revenue" OR "revenue" site:sec.gov "Semrush" "surpassed $50 million in ARR" "2018" "Semrush" OR "SEMrush" S-1 "ARR" OR "Annual Recurring Revenue" "2018" OR "December 31, 2018" "Semrush Holdings, Inc." S-1 "December 31, 2018" revenue OR ARR "SEMrush" "ARR" "2018" "$65" OR "$66" OR "$67" OR "$68" OR "$69" OR "$70" OR "$71" OR "$72" OR "$73" OR "$74" OR "$75" OR "$76" OR "$77" OR "$78" OR "$79" OR "$80" OR "$81" OR "$82" OR "$83" OR "$84" OR "$85" OR "$86" OR "$87" OR "$88" OR "$89" OR "$90" million

assessed as of 2026-09-02

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

Semrush

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Eugene Levin expects SEMrush to pass $80 million ARR in 2018

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