Similarweb and Kamada report Q2 2026 financial results

Similarweb reported second-quarter 2026 revenue of $77.2 million, a 9% year-over-year increase fueled by new sales and AI-related revenue, which accounted for 13% of total revenue. The company achieved its first positive GAAP operating profit in its history, recording $0.7 million. Annual Recurring Revenue (ARR) surpassed $300 million in June 2026, and the company reported $73.9 million in cash and cash equivalents with no debt.

Kamada reported second-quarter 2026 revenue of $54.9 million, representing 23% growth driven by KEDRAB sales in the U.S. and demand for VARIZIG and HEPAGAM. Net income for the quarter was $9.3 million, a 26% increase compared to the prior-year period. The company issued 2026 revenue guidance of $200 million to $205 million and adjusted EBITDA guidance of $50 million to $53 million.