FRSH
Freshworks Inc.12.47
+0.00+0%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
EX details boost NDR outlook
Q&A reinforced EX momentum as the growth engine, with management expecting NDR to rise to 105% in Q1 on mix shift and expansions via Device42 (30% attach rate in top 50 new deals, cloud launch imminent) and ESM. Freddie AI details emerged: agent studio hundreds strong post-50¢/interaction pricing hike, 116% NDR for AI cohorts versus overall base. CX queries drew measured responses—mid-single-digit growth targeted amid unification, no acceleration soon. Mid-market pipeline never stronger. No walk-backs; tone confident on 14% FY26 guide.
Key Stats
Market Cap
3.63BP/E (TTM)
-Basic EPS (TTM)
-0.11Dividend Yield
0%Recent Filings
8-K
CRO shakeup at Freshworks
Freshworks announced on March 5, 2026, that Chief Integrated Customer Growth Officer Mika Yamamoto departs effective March 2, 2026, staying until April 2 in advisory role with previously disclosed severance. Global Chief of Field Sales Ian Tickle steps up as Chief Revenue Officer same day, overseeing all global sales and support. Leadership shifts consolidate revenue functions swiftly.
8-K
Freshworks authorizes $400M buyback
Freshworks' board approved a $400 million repurchase program for its Class A common stock on February 25, 2026. Shares may be bought back openly or privately, per Rule 10b-18, at management's discretion amid market conditions. Board signals confidence. CEO cites 2025's GAAP profitability and $223M free cash flow, nearly tripling from 2023, yet program can halt anytime.
10-K
FY2025 results
Freshworks delivered FY2025 revenue of $838.8M, up 16% y/y, with $118M growth split between $80M from existing customers (108% NDR) and $38M from new wins including Device42 post-June acquisition. Q4 momentum shone through 85% gross margins and first GAAP operating profit of $13M, fueled by 23% rise in $50K+ ARR customers to 3,760 (54% of ARR). Free cash flow hit $221M. Yet balance sheet shrank after $386M buybacks. Macro headwinds threaten quarterly momentum.
8-K
Beat guidance, 16% FY growth
8-K
Director Nelson retires January 2026
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