Freshworks Inc
F:7DF

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Freshworks Inc Logo
Freshworks Inc
F:7DF
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Price: 10.97 EUR 1.76% Market Closed
Market Cap: €3.3B

Freshworks Inc
Investor Relations

Freshworks makes business software that helps companies manage customer support, sales, and internal IT requests. Its main products include help desk tools, customer relationship software, and IT service management software, all delivered through the cloud and sold as subscriptions. The company focuses on making software that is simpler and faster to set up than the larger enterprise systems many businesses struggle with. Its customers are usually small and midsize businesses, along with some larger organizations that want easier-to-use software for their frontline teams. These companies use Freshworks to track customer tickets, manage sales leads, answer employee support requests, and organize work across service teams. Freshworks makes money mainly by charging recurring subscription fees for access to its software. What makes Freshworks different is its role as a practical, lower-friction alternative in the business software market. Instead of selling one huge system, it sells focused products that solve everyday support and service problems for companies that want quick adoption and straightforward pricing. That puts it in the middle of the workflow between a business’s customers or employees and the teams that respond to their requests.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 4, 2026
AI Summary
Q2 2026

Beat and raise: Freshworks reported Q2 revenue of $237.4 million, up 16% year over year, and said it was above the high end of its outlook. Management also raised the full-year revenue outlook to $963.5 million to $966.5 million.

Profitability milestone: The company posted positive GAAP net income of $3.2 million ahead of plan, calling it an important milestone and saying GAAP profitability is now a durable part of the model.

EX strength: Employee experience remained the main growth engine, with EX ARR up 24% constant currency to $567 million. Management said large deals, ITAM, ESM and new AI products are all widening the opportunity.

AI traction: Freshworks said AI is helping win deals and expand accounts, with over 7,000 customers paying for an AI SKU and Copilot attach rates above 70% in larger deals.

CX stabilization: Customer experience ARR rose 4% constant currency to $400 million. Management described CX as a more disciplined, profitability-focused business with steady-state growth.

Capital discipline: The company ended Q2 with $665 million in cash and investments, no debt, and said it repurchased about 18.3 million shares for $159 million in the quarter.

Key Financials
Revenue
$237.4 million
EX ARR
$567 million
CX ARR
$400 million
Gross margin
86%
Operating income
$55.9 million
GAAP net income
$3.2 million
GAAP EPS
$0.01
Adjusted EPS
$0.17
NDR
104%
NDR ex Device42
106% constant currency
EX NDR ex Device42
over 111% constant currency
Customers over $50,000 ARR
over 55% of total ARR
Customers over $100,000 ARR
approximately 40% of total ARR
Calculated billings
$245.8 million
Adjusted free cash flow
$57.7 million
Adjusted free cash flow margin
approximately 24%
Adjusted free cash flow per share
$0.21
Cash and investments
$665 million
Shares repurchased
18.3 million shares
Fully diluted shares outstanding
296 million
AI customers
over 7,000 customers
Earnings Call Recording
Other Earnings Calls

Management

Mr. Rathna Girish Mathrubootham
Co-Founder & Executive Chairman
No Bio Available
Mr. Dennis M. Woodside J.D.
CEO, President & Director
No Bio Available
Mr. Tyler R. Sloat CPA
CFO & COO
No Bio Available
Ms. Mika Yamamoto
Chief Customer & Marketing Officer
No Bio Available
Mr. Srinivasagopalan Ramamurthy
Advisor
No Bio Available
Ms. Philippa Lawrence
Chief Accounting Officer & Principal Accounting Officer
No Bio Available
Mr. Murali Swaminathan
Chief Technology Officer
No Bio Available
Mr. Prasad Ramakrishnan
Chief Information Officer & SVP of IT
No Bio Available
Mr. Joon Huh
Vice President of Finance, Investor Relations & Treasury
No Bio Available
Ms. Pamela A. Sergeeff Esq.
Chief Legal Officer & General Counsel
No Bio Available

Contacts

Address
CALIFORNIA
San Mateo
2950 S. Delaware St., Suite 201
Contacts