SIMILARWEB $SMWB Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $77.2M (Est. $75.5M) 🟢; +9% YoY 🔹 Adj. EPS: $0.06 (Est. $0.03) 🟢; +500% YoY 🔹 GAAP Operating Profit: $0.7M 🔹 Non-GAAP Operating Profit: $6.5M; +171% YoY Raises FY26 Guide: 🔹 Revenue: $314M-$318M (Est. $310M) 🟢 🔹 Non-GAAP Operating Profit: $24M-$26M Q3 Guide: 🔹 Revenue: $80.5M-$82.5M (Est. $78.8M) 🟢 🔹 Non-GAAP Operating Profit: $7.5M-$9.5M Other Q2 Metrics: 🔹 Overall NRR: 100%; flat YoY 🔹 RPO: $345.3M; +26% YoY 🔹 Non-GAAP Operating Margin: 8%; +500 bps YoY 🔹 Free Cash Flow: $8.7M; +222% YoY Comments: 🔸 “Commercial demand for our AI-related data and solutions is strong, and an expanding pipeline of opportunities gives us confidence to raise our guidance for the second time this year.” 🔸 “We generated $8.7 million in normalized free cash flow, our eleventh consecutive quarter of positive normalized free cash flow, while delivering an 8% non-GAAP operating margin and our first ever quarter of GAAP operating profit.”