SEMR Stock Listing - SEMrush IPO Discussion Thread

Where is this IPO going?

  • To the Moon

    Votes: 13 52.0%

  • Splat

    Votes: 5 20.0%

  • Sputter Along

    Votes: 7 28.0%
  • Total voters
    25
Yum yum already touched 25.
https://www.renaissancecapital.com/Profile/SEMR

Do we think this expanded backlink index is a game changer?

Update: Closing in on 26. I think we're approximately at what I would estimate the actual enterprise value to be given the current valuation environment. 3-4 Billion enterprise value range feels right on the money in my book.
 
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news - Acquired Backlinko
https://www.yahoo.com/now/semrush-acquires-backlinko-com-adds-211500810.html

My 50cents
Wow. Buying backlinko was ridiculously smart.
Raising my price target on this to 30 something dollars on the strength of the management teams decisions.
Stock is on fire sale right now. Wonder if there is something going on. Under 20 doesnt even respect their cashflow.
I think if Hub spot is worth 20 billion sem rush is worth 10 billion.
 
After the Backlinko acquisition over 2 years ago, Semrush has now acquired Third Door Media, which includes MarTech, SMX, Digital Marketing Depot, and Search Engine Land.

This all reminds me when those Mattress-in-a-Box companies were buying up affiliate blogs and changing all the top recommendations to their own mattresses, and then suing each other for it. Not saying that that's what Semrush is planning with these (though I do recall some kind of tomfoolery with the Backlinko archive of content). Not that they're a monopoly or anything or that a SaaS can't own news channels in their industry, but this always feels like its walking in murky territory. Hell yeah, push it to the limit!
 
They could finish AHREFS off pretty easily if they expanded their media empire enough imo. Well not finish them off but make a massive dent. They imagine everyone cares about all their data tools and what not. But almost everyone I speak to that is in the client services world just has an account because clients think DR is a thing. If SEMRush convinced everyone their AS was better the reason to have an AHREFS account would go away just like the reason for many to have a Moz account went away. (Disclosure I still have one but that's because the Moz API is super useful for certain things and unlike AHREFS they don't think I should pay them a fortune just to use it a couple times a month...).
 
Steve Brownlie said:
and unlike AHREFS they don't think I should pay them a fortune
Click to expand...
Funnily enough, someone sent me a screenshot of an email they received. I guess you had to be a free account user to get them. But Ahrefs has FINALLY launched a new "Starter Plan" at $29 per month.

It's not publicly available so I don't know if they haven't updated their site or they're trying to save face or not create a price anchoring situation where agency clients downgrade. But here's the breakdown:

VXsuhDx.png

​
At this point, both of our feelings about it were "Nah, after all the price gouging and limiting of credits and crap, I'll never give them another dime."

I don't have that emotional perception of Semrush, even though rationally their pricing is equally outrageous with even more outrageous add-ons. So they're doing something right with their marketing.
 
Ryuzaki said:
Funnily enough, someone sent me a screenshot of an email they received. I guess you had to be a free account user to get them. But Ahrefs has FINALLY launched a new "Starter Plan" at $29 per month.

It's not publicly available so I don't know if they haven't updated their site or they're trying to save face or not create a price anchoring situation where agency clients downgrade. But here's the breakdown:

VXsuhDx.png

​
At this point, both of our feelings about it were "Nah, after all the price gouging and limiting of credits and crap, I'll never give them another dime."

I don't have that emotional perception of Semrush, even though rationally their pricing is equally outrageous with even more outrageous add-ons. So they're doing something right with their marketing.
Click to expand...
Semrush have only ever taken one legacy feature off me - which was the API access/ability to buy credits on my legacy account. But it just cost them money - I just use Moz API for what I used to buy their credits to do so it's whatever. AHREFS has brutalised all of us. But as we need DR because clients think it's real we have to suck it up... it sucks. I'd love Semrush to 'win' somehow.
 
I think funding unrelated projects and trying to buy up industry voices doesn't really add value for users or even investors.
Price point and bundling decisions are part of the feature set. Especially on a long enough timeline.

That said. Buy me out daddies. I'lle shill for you even if I think your plans bad. -_-
 
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