Similarweb

Answer: very reliable.

@ManusAI This is great news 🤝

NEW: Manus now unlocks richer growth intelligence with our upgraded @Similarweb data integration. You can now access richer web intelligence directly inside Manus, so you can understand what drives growth, not just who gets traffic.

Learn more: similarweb.com/blog/updates/a…

@ManusAI + Similarweb partnership just got deeper. Now with more data to give you a better view of your competitors, market and business opportunities. Built into Manus and using our official MCP connector. >>

Eleven days of pre-launch performance:

Direct traffic — users typing the URL — is the cleanest signal of brand awareness. Swatch direct visits rose from 24k on May 6 to 103k on May 11 (4.3x). Gen AI referrals also rose 4.2x over the same period, indicating users are increasingly asking AI assistants about the collaboration. Paid social spend has declined as organic momentum has scaled.

On May 8, @Swatch and @AudemarsPiguet announced their "Royal Pop" collaboration, launching May 16. We pulled the data on what's happening to both brands' web traffic, search demand, and audience overlap in the days since. >>

$SMWB is the de facto independent scorekeeper for AI market share cited by VCs, journalists, analysts, and labs. Independence and cross-platform comparability is a real moat. No single platform can replicate it. Qualitative position is strengthening as AI category grows.

@PGorgey51003 Spot on, thank you!

Gen AI traffic share update Main takeaways: → Claude and Gemini continue to grow. → ChatGPT moves closer to the 50% mark. 🗓️ 12 months ago: ChatGPT: 77.6% Gemini: 7.27% DeepSeek: 6.01% Grok: 3.17% Perplexity: 1.75% Copilot: 1.56% Claude: 1.37% 🗓️ 6 months ago: ChatGPT: 69.5% Gemini: 15.9% DeepSeek: 4.06% Grok: 3.31% Perplexity: 2.22% Claude: 2.12% Copilot: 1.97% 🗓️ 3 months ago: ChatGPT: 61.2% Gemini: 23.9% Grok: 3.94% DeepSeek: 3.09% Claude: 3.29% Copilot: 1.87% Perplexity: 1.74% 🗓️ 1 month ago: ChatGPT: 53.7% Gemini: 26.7% Claude: 7.95% DeepSeek: 3.97% Grok: 3.20% Copilot: 1.98% Perplexity: 1.50%

@emilhartela Appreciate the thoughtful breakdown, Emil.

$SMWB Q1 2026 print is out and it is genuinely solid. Walking through the main items. Revenue $73.9M; top end of guidance and slight beat on consensus. Up 10% YoY. Non-GAAP operating profit $2.4M; top end of guidance. Swing from a $1.3M loss in Q1 2025. One of the two delayed LLM training contracts was signed in Q1 with an existing big tech customer. Second still expected to close in coming quarters. RPO up 18% YoY to $297.7M. Contracted backlog continues to grow faster than recognised revenue. Multi-year subscriptions now 64% of ARR; up from 52% a year ago. $100K+ customer count up 12% YoY to 461. Enterprise NRR steady at 103%; blended NRR stable at 98%. Guidance raised at the low end on both revenue and non-GAAP operating profit. Tenth consecutive quarter of positive normalised free cash flow. Separate release confirms Manus partnership expansion plus active AI-native integrations across ChatGPT; Claude; Copilot; and Cursor. The multi-platform AI distribution thesis is real. The complication. Or Offer announced he is initiating a CEO succession process; transition expected by mid-2027 around his 20-year anniversary at the company. Operationally this is a strong print confirming the thesis. The CEO succession adds uncertainty in the short term but is also consistent with the broader setup; new Chairman with prior exits; new CFO with M&A background; Senior PMI hire; and now a founder stepping back. Either a clean orderly transition or the setup for something more strategic. Stock reaction likely mixed today. Bull case on financials is intact; the corporate transition is the question. $SMWB

Google Gemini’s website performance in April 2026: → Record-high 2.761B visits → Alongside TikTok, the only website in the top 20 to grow in April → 16th consecutive month of growth → 6.38% month-over-month growth → 574.47% year-over-year growth

Our full announcement: ir.similarweb.com/news-events/pr…

We just released our Q1 2026 results. Beat and Raise. ▸ Revenue and operating profit at the top end of our guidance range ▸ Raising the lower end of our 2026 guidance ▸ 10th straight quarter of positive free cash flow ▸ Multi-year contracts grew to 64% of ARR, up from 52% in Q1 '25 ▸ RPO up 18%, reinforcing confidence in our outlook Strong execution, growing conviction, and a clear path ahead. More to come. >>

@FinanceNews_247 x.com/Similarweb/sta…

@Similarweb What about Meta AI? $META

MoM Growth Rate of Leading Gen AI Websites in April