Similarweb Ltd. announced a partnership with Manus, an autonomous AI‑agent platform, on January 13, 2026. The deal gives Manus agents direct access to Similarweb’s global web‑traffic and engagement data, allowing users to generate data‑driven marketing plans and competitive analyses through the AI agents.
The integration unlocks a breadth of data for Manus, including visits, unique visitors, digital‑marketing channel metrics, and granular segmentation by geography, industry, and device. Manus can now ground its agent outputs in real‑world traffic patterns, reducing hallucinations and improving the reliability of AI‑generated insights for marketers and sales teams.
Strategically, the partnership positions Similarweb as a key data provider for AI‑driven marketing tools and expands its reach into the rapidly growing autonomous‑agent market. It creates a potential new revenue stream and strengthens Similarweb’s competitive moat by embedding its data into a platform that is already gaining traction among marketers and technologists seeking outcome‑driven AI solutions.
Financially, Similarweb’s Q3 2025 results showed revenue of $71.79 million, slightly below the $71.95 million consensus, and an EPS of $0.05 versus the $0.02 estimate—a $0.03 beat. The company’s operating margin slipped to 9.9% from 10.2% in the prior year, reflecting pricing pressure in its core analytics segment and increased investment in AI capabilities. The Manus partnership is a tailwind that could help offset margin compression by opening new high‑margin data‑as‑a‑service opportunities.
Management emphasized the strategic fit of the partnership. VP of Data as a Service and AI, Omri Shtayer, said, “Data is the fuel, AI is the engine, and agents are the aircraft. Manus has built a high‑performance jet, and we can make it perform better and more reliably with the right data.” Co‑founder and CMO of Manus, Henry Yang, added, “Similarweb provides a trusted, comprehensive view of digital markets that helps ground our agents’ outputs in reality, not speculation.”
Analysts have mixed views. While Goldman Sachs downgraded Similarweb from “Buy” to “Neutral” citing concerns about reaccelerating growth and nascent operating margins, Needham and Barclays maintained “Buy” and “Overweight” ratings, respectively, highlighting the LLM data opportunity. The partnership is viewed as a positive strategic move, but it has not yet alleviated broader market concerns about growth and profitability.
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