SimilarWeb Ltd

NIQ and Similarweb announced a collaboration on a new Agentic Commerce Measurement solution to help brands and retailers understand how AI influences product discovery and sales. The solution will connect AI-driven discovery to consumer intent, product content, AI-driven traffic, and sales conversion, with an initial version available in Q4 2026. It will focus on five areas: consumer intent, agentic shelf visibility, product content readiness, AI-driven traffic, and AI-driven conversion. NIQ brings product intelligence and retail sales data, while Similarweb provides digital data on AI-driven consumer behavior. The partnership aims to make AI a measurable commerce channel, with coverage across platforms like ChatGPT, Gemini, and Perplexity.

Similarweb delivered its strongest quarter ever for net new annual recurring revenue and achieved positive GAAP operating profit for the first time in its history. Revenue grew 9% year-over-year to $77.2 million, above the top end of guidance, while non-GAAP operating profit reached $6.5 million, an 8% margin. The company signed three large multiyear enterprise contracts with cumulative value exceeding $60 million, and AI-related revenue climbed to 13% of total revenue, up from 11% at the end of the fourth quarter of 2025. Net revenue retention improved to 100% across all customers and 107% for customers above $100,000 of ARR. Similarweb raised its full-year 2026 revenue guidance to a range of $340 million to $380 million, representing approximately 12% year-over-year growth at the midpoint, and raised its non-GAAP operating profit guidance to between $24 million and $26 million.

Similarweb announced its new Ad Intelligence data set, AI Ads, to give advertisers visibility into ads on ChatGPT, Google AI Mode, and Google AI Overviews. The company said 26% of ChatGPT responses already carry a sponsored ad, nearly 30% of ad-eligible Google AI Mode queries show ads, and over 40% of Google searches now trigger an AI Overview that often includes ads. Similarweb said its insights are drawn from real user panel conversations, not synthetic prompts, and it anticipates upcoming releases will add advertisers' true share of voice, ad categories, and conversational intent. The announcement was made on August 17, 2026.