Major Estimate Revision • May 12
Consensus EPS estimates increase from loss to US$0.022 profit The consensus outlook for fiscal year 2026 has been updated. 2026 forecast for profit of -US$0.102 instead of a loss of US$0.022 per share previously. Revenue forecast unchanged at US$961.2m. Software industry in the US expected to see average net income growth of 27% next year. Consensus price target of US$11.75 unchanged from last update. Share price fell 4.1% to US$8.61 over the past week. Announcement • May 08
Freshworks Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026 Freshworks Inc. provided earnings guidance for the second quarter and full year 2026. For the quarter, the company expects Revenue to be $232.0 million- $235.0 million.
For the full year, the company expects Revenue to be $958.0 million - $964.0 million. Live News • May 07
Freshworks Beats Expectations With Q1 Revenue Growth AI Uptake and Profitability Push Freshworks reported Q1 2026 revenue of US$228.6 million, up 16.5% year on year, beating Street expectations for the sixth consecutive quarter, with adjusted EPS of US$0.11 in line with forecasts.
Management raised full-year 2026 adjusted EPS guidance by 10.7% to US$0.62 at the midpoint and now targets revenue of about US$961 million, implying forecast growth of 14 to 15%.
The company is accelerating its push into AI and larger customers, with Freddy AI Copilot customers up over 80% year on year, its first US$1 million-plus ARR deal, and an 11% global workforce reduction planned to support profitability.
For you as an investor, the story is currently a mix of growth, product traction in AI and tighter cost control. Employee Experience is a key driver, and the company is leaning into AI features and platform consolidation while also shifting more toward enterprise accounts. The reported net revenue retention rate of 106% and the two largest deals in its history show that existing customers are still spending with Freshworks, not just signing initial contracts.
At the same time, management is cutting about 11% of the global workforce, with US$7 to 9 million of restructuring charges expected in Q2 2026 and completion targeted by June 2026. Together with commentary that the stock is viewed by some as attractively valued relative to free cash flow and supported by a strong balance sheet and buybacks, the setup centers on whether this balance of growth, AI-led product uptake and efficiency can support the company’s longer-term ambitions. New Risk • May 06
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 91% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Announcement • Apr 11
Freshworks Inc., Annual General Meeting, May 28, 2026 Freshworks Inc., Annual General Meeting, May 28, 2026. Announcement • Apr 10
Freshworks Inc. Appoints Kuntal Vahalia as Senior Vice President, Global Channels and Alliances Freshworks Inc. announced the appointment of Kuntal Vahalia as Senior Vice President, Partnership Channel. Vahalia will lead Freshworks’ global partner strategy, enablement, and execution as the company accelerates its move upmarket and deepens its investment in its employee experience (EX) segment, which includes IT Service Management (ITSM), IT Asset Management (ITAM), IT Operations Management (ITOM), and Enterprise Service Management (ESM). He will report to Freshworks’ Chief Revenue Officer Ian Tickle. Vahalia brings two decades of experience scaling SaaS companies through partner ecosystems and go-to-market strategies. Most recently, as SVP of Global Channels and Alliances at Anaplan, he transformed the partner model, deepening collaboration with global system integrators and driving measurable growth in partner-led revenue. Previously, he held leadership roles at Salesforce, MuleSoft, and ThoughtSpot, building global ecosystems and sales motions across regions and functions. Announcement • Apr 08
Freshworks Inc. to Report Q1, 2026 Results on May 05, 2026 Freshworks Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026 Price Target Changed • Mar 19
Price target decreased by 7.8% to US$12.38 Down from US$13.43, the current price target is an average from 13 analysts. New target price is 53% above last closing price of US$8.10. Stock is down 47% over the past year. The company is forecast to post a net loss per share of US$0.10 compared to earnings per share of US$0.63 last year. Recent Insider Transactions Derivative • Mar 06
Insider notifies of intention to sell stock Mika Yamamoto intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$8.30, it would amount to US$270k. Since March 2025, Mika's direct individual holding has increased from 155.06k shares to 243.05k. Company insiders have collectively sold US$3.1m more than they bought, via options and on-market transactions in the last 12 months. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$8.47, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 15x in the Software industry in the US. Total loss to shareholders of 45% over the past three years. Announcement • Feb 27
Freshworks Inc. (NasdaqGS:FRSH) announces an Equity Buyback for $400 million worth of its shares. Freshworks Inc. (NasdaqGS:FRSH) announces a share repurchase program. Under the program, the company will repurchase up to $400 million worth of it's Class A common stock. The repurchase program may be suspended or discontinued at any time. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$7.24, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 13x in the Software industry in the US. Total loss to shareholders of 54% over the past three years. Major Estimate Revision • Feb 17
Consensus EPS estimates fall by 223%, revenue upgraded The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$945.4m to US$956.6m. Forecast EPS reduced from -US$0.031 to -US$0.102 per share. Software industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$17.64 to US$13.43. Share price fell 16% to US$7.24 over the past week. Reported Earnings • Feb 11
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: US$0.63 (up from US$0.32 loss in FY 2024). Revenue: US$838.8m (up 16% from FY 2024). Net income: US$183.7m (up US$279.1m from FY 2024). Profit margin: 22% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Price Target Changed • Feb 11
Price target decreased by 24% to US$13.92 Down from US$18.36, the current price target is an average from 13 analysts. New target price is 91% above last closing price of US$7.30. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.10 compared to earnings per share of US$0.63 last year. Announcement • Feb 11
Freshworks Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026 Freshworks Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects revenue of $222.0 million - $225.0 million.
For the year, the company expects revenue of $952.0 million - $960.0 million. Announcement • Jan 13
Freshworks Inc. to Report Q4, 2025 Results on Feb 10, 2026 Freshworks Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026 Announcement • Jan 07
Freshworks Inc. Appoints Kady Srinivasan as Chief Marketing Officer Freshworks Inc. announced Kady Srinivasan has joined as its Chief Marketing Officer, bringing over 15 years of leadership experience driving large-scale marketing transformations at high-growth SaaS companies. Srinivasan will lead Freshworks' global marketing strategy to amplify the company's mission to deliver exceptional customer and employee experiences with uncomplicated service software. Srinivasan will report to Mika Yamamoto, who serves as Freshworks' Chief Integrated Customer Growth Officer, and continues to oversee Marketing, Customer Support, and the Small Business and Commercial Sales and Customer Success organizations. Srinivasan most recently served as Chief Marketing Officer at You.com, an AI search infrastructure company, and Lightspeed Commerce Inc. (NYSE: LSPD), a payments platform provider. During her tenure at Lightspeed, she doubled market share in key regions, quadrupled marketing efficiency, and helped drive 25% year-over-year growth at scale, leading the company to achieve its first profitable quarter in two decades. Prior to Lightspeed, she served as SVP, Global Head of Marketing at Klaviyo and as Chief Marketing Officer and Chief Revenue Officer at Owlet Baby Care. Srinivasan is currently a Venture Advisor at Relay Ventures and an advisor to high growth AI startups such as HighTouch and Doss. She holds an MBA from the University of North Carolina at Chapel Hill and a BE from RV College of Engineering. Announcement • Dec 20
Freshworks Inc. Announces Resignation of Zachary Nelson from Board of Directors, Effective January 2, 2026 Freshworks Inc. announced that on December 17, 2025, Zachary Nelson provided notice to Freshworks Inc. that he will retire as a Class III member of the Company's Board of Directors, effective January 2, 2026 due to other commitments. Effective January 2, 2026, the size of the Board will be reduced to eight members and the total number of Class III directors will be reduced to one member. Effective upon Mr. Nelson's resignation, director Johanna Flower will join the Audit Committee of the Board. Announcement • Dec 16
Freshworks Inc. (NasdaqGS:FRSH) signed a definitive agreement to acquire FireHydrant, Inc. Freshworks Inc. (NasdaqGS:FRSH) signed a definitive agreement to acquire FireHydrant, Inc. on December 15, 2025.
The acquisition is expected to close in Freshworks’ first fiscal quarter of 2026, subject to customary closing conditions. Recent Insider Transactions • Nov 14
CFO & COO recently bought US$2.0m worth of stock On the 11th of November, Tyler Sloat bought around 172k shares on-market at roughly US$11.62 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Tyler's only on-market trade for the last 12 months. Announcement • Nov 13
Freshworks Launches AI-Powered Capabilities to Elevate the Employee Experience and Turn Complexity into Growth Freshworks Inc. unveiled new capabilities at its flagship Refresh event within Freshservice, the AI-powered IT management platform, that make it easier for teams to resolve issues faster, prevent problems earlier, and identify performance drivers proactively. The updates leverage AI and automation to address the critical challenge facing IT: fragmented tools and repetitive manual processes that fuel complexity and steal time, energy, and opportunities for business growth. Included in the launch are Freshservice and Freddy AI enhancements that raise the bar on employee experience (EX) and service delivery. Enhanced Freddy AI Agents that make self-service effortless, while integrations with popular digital employee experience (DEX) platforms deliver real-time device health insights that power proactive prevention. Once a ticket is raised, Freshservice's AI-powered Intelligent Routing ensures it reaches the right team instantly, accelerating resolution and improving employee experience. Freddy AI Insights now offers IT leaders conversational insights, a simple way to ask questions to visualize complex service patterns and identify root causes quickly. Freshworks' new Cost of Complexity Report reveals a hidden crisis: nearly 20% of IT leaders have experienced burnout or attrition in their teams due to complex software, and 29% of employees cite productivity loss from blended tools and fragmented channels. The new Freshservice capabilities enable companies to: Proactively Prevent issues Before They Impact Employees: DEX integrations with Riverbed Aternity and ControlUp can help detect and resolve endpoint issues before employees notice them by surfacing real-time device and application telemetry data directly in IT tickets, providing immediate visibility into system health and performance. Agents can save time by enabling auto-remediation and have more detailed, richer audit trails. AI-powered Intelligent Routing helps assign these tickets to the right team based on availability, skill and workload to resolve issues most effectively. For example, when an employee's laptop slows down due to a background update, the DEX solution can detect high usage and automatically attach device telemetry - like CPU, memory, and active processes - to a Freshservice ticket. IT teams can instantly identify the cause and resolve it remotely, without waiting for employee input or setting up remote access. For more complex cases, Intelligent Routing identifies the right team to resolve the issue. Enhanced Freddy AI Agents can now search Google Drive to access more data and provide richer answers, process images within tickets (like screenshots of errors), and integrate seamlessly with both service portals and popular apps employees already use, like Microsoft 365 Copilot to resolve issues without breaking their flow or focus. Major Estimate Revision • Nov 12
Consensus estimates of losses per share improve by 41% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$825.7m to US$834.9m. EPS estimate increased from -US$0.133 per share to -US$0.078 per share. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$19.64 to US$18.79. Share price rose 6.6% to US$11.64 over the past week. Breakeven Date Change • Nov 07
Forecast to breakeven in 2027 The 15 analysts covering Freshworks expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 59% per year to 2026. The company is expected to make a profit of US$40.1m in 2027. Average annual earnings growth of 101% is required to achieve expected profit on schedule. Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: US$0.016 loss per share (improved from US$0.099 loss in 3Q 2024). Revenue: US$215.1m (up 15% from 3Q 2024). Net loss: US$4.68m (loss narrowed 84% from 3Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 67%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Recent Insider Transactions Derivative • Nov 04
Co-Founder & Executive Chairman exercised options and sold US$1.1m worth of stock On the 1st of November, Rathna Mathrubootham exercised options to acquire 103k shares at no cost and sold these for an average price of US$11.10 per share. This trade did not impact their existing holding. Since December 2024, Rathna's direct individual holding has increased from 10.76m shares to 11.08m. Company insiders have collectively sold US$49m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Oct 08
Freshworks Inc. to Report Q3, 2025 Results on Nov 05, 2025 Freshworks Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025 Announcement • Oct 07
Freshworks Appoints Enrique Ortegon as Senior Vice President Freshworks announced Enrique Ortegon as its new Senior Vice President and General Manager of Americas Field Sales, bringing over two decades of leadership experience in enterprise SaaS and go-to-market strategy. Enrique will lead Freshworks' growth strategy and operations across North and South America, supporting the company's mission to deliver exceptional customer and employee experiences with uncomplicated service software. Enrique most recently served as a senior executive at DocuSign, where he led the North America Majors, Mid-Market, and SMB businesses, playing a key role in the company's transformation and delivery of its Intelligent Agreement Management platform, which helps organizations streamline and automate agreement processes. Before that, he spent more than a decade at Salesforce in senior leadership roles, including SVP of SMB North America, General Manager for Latin America, and VP of Global Enterprise Sales Strategy & Go-To-Market. In these positions, Enrique delivered record growth across geographies and segments while championing initiatives to advance diversity and inclusion. Beyond his corporate leadership roles, Enrique also advises several startups and an investment fund dedicated to empowering Latin entrepreneurs and supporting underrepresented communities. Enrique earned a bachelor’s degree in Economics from Tecnológico de Monterrey and his MBA at Stanford Graduate School of Business. Board Change • Oct 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. Independent Director Frank Pelzer was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions Derivative • Aug 07
Co-Founder & Executive Chairman exercised options and sold US$1.3m worth of stock On the 1st of August, Rathna Mathrubootham exercised options to acquire 103k shares at no cost and sold these for an average price of US$12.68 per share. This trade did not impact their existing holding. Since September 2024, Rathna's direct individual holding has decreased from 13.12m shares to 10.97m. Company insiders have collectively sold US$48m more than they bought, via options and on-market transactions in the last 12 months. Major Estimate Revision • Aug 05
Consensus EPS estimates upgraded to US$0.14 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.169 to -US$0.142 per share. Revenue forecast steady at US$826.5m. Software industry in the US expected to see average net income growth of 27% next year. Consensus price target up from US$19.86 to US$20.69. Share price fell 7.2% to US$12.99 over the past week. Reported Earnings • Jul 30
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: US$0.006 loss per share (improved from US$0.067 loss in 2Q 2024). Revenue: US$204.7m (up 18% from 2Q 2024). Net loss: US$1.74m (loss narrowed 91% from 2Q 2024). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 84%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Recent Insider Transactions Derivative • Jul 03
Independent Director notifies of intention to sell stock Zachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of July. If the sale is conducted around the recent share price of US$15.18, it would amount to US$384k. Since September 2024, Zachary's direct individual holding has increased from 104.49k shares to 115.29k. Company insiders have collectively sold US$47m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Jul 02
Freshworks Inc. to Report Q2, 2025 Results on Jul 29, 2025 Freshworks Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025 Announcement • Jul 01
Freshworks Launches Freshservice Journeys to Make Work Life Easier by Removing Frustration from Employee Experiences Freshworks announced the general availability of Freshservice Journeys, a new AI-assisted capability within its IT and employee service management offering, designed to streamline complex employee processes across functions--driving efficiency, improving cross-functional collaboration, and delivering consistent, personalized employee experience during critical employee events. With Freshservice Journeys, teams across IT, HR, facilities, and other departments can use no-code workflows to build thoughtful employee experiences in key moments that matter such as onboarding, offboarding, promotions, and relocations. Organizations often struggle with legacy systems that enforce rigid workflows and siloed operations. This lack of coordination and accountability across departments leads to bottlenecks and costly inefficiencies--especially during high-impact employee experiences like onboarding. For example, when IT, HR, and Facilities aren't aligned, new hires may arrive on day one without access to essential tools, systems, or even a workspace, coding first impressions and delaying productivity. Freshservice Journeys was built to solve these common challenges by automating manual tasks, improving interdepartmental coordination, and enhancing visibility throughout the process. Key benefits of Freshservice Journeys include: AI-Powered Efficiency: Leverages the power of AI to handle routine tasks like setting up accounts, sending reminders, and summarizing tickets. This means less manual work for team and faster task completion. Easy-to-use, intuitive interface: The no-code/low-code interface empowers admins to configure complex workflows effortlessly, or go live even faster using pre-built templates that enable seamless collaboration from HR to IT. Seamless Cross-Functional Collaboration: Assigns tasks, automates reminders, and provides real-time progress tracking visible across all relevant departments to enhance coordination, improve accountability, and simplify employee transitions. Flexible to Unique Organizational Needs: Uses conditions and triggers to tailor journey paths to specific employee needs and organizational policies. Announcement • Jun 18
Freshworks Inc. Appoints Ian Tickle as Chief of Global Field Operations Freshworks Inc., announced the appointment of Ian Tickle as Chief of Global Field Operations (CGFO). Tickle, who has served in this capacity on an interim basis since April, while maintaining his role as Senior Vice President and General Manager of International Sales, will now take on the position full-time to drive the company’s field sales-led growth through new business and customer expansion globally. Tickle joined Freshworks one year ago, bringing extensive global leadership experience in enterprise software. Prior to Freshworks, he was President and Chief Revenue Officer at Domo and Vice President EMEA, SaaS Solutions, at Oracle. Throughout his career, Tickle has demonstrated expertise in scaling global sales operations, driving revenue growth in competitive markets, and leading organizations through critical transformation initiatives. In First Quarter 2025 Tickle was instrumental in helping the team to a strong finish, where the company reported revenue growth of 19% year-over-year to $196.3 million, operating cash flow margin of 30% and adjusted free cash flow margin of 28%. In his new role, Tickle will continue to report directly to CEO Dennis Woodside and serve as part of the company's management team. Based in Freshworks’ London office, he is strategically positioned to maintain the company’s strong global connectivity and reach. Recent Insider Transactions Derivative • Jun 11
Co-Founder & Executive Chairman notifies of intention to sell stock Rathna Mathrubootham intends to sell 56k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$15.95, it would amount to US$890k. Since September 2024, Rathna's direct individual holding has decreased from 13.12m shares to 11.10m. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Jun 11
Freshworks Advances its Agentic AI Platform to Un Complicate Service Software for Companies Big and Small Freshworks unveiled the next generation of its Freddy Agentic AI Platform, a connected, intelligent, continuously learning system of AI agents that don't just reply to service questions, but can resolve them. From Insights to Action: A New Standard for AI at Work: What makes the Freddy Agentic AI Platform truly impactful is its ability to help customer and employee service teams act faster to deliver results. AI agents aren't just answering questions -- they're resolving requests, completing actions across multiple applications, identifying root causes, and recommending next steps. All of it can happen autonomously, so teams spend less time on mundane tasks and more time on work that matters. New capabilities available to customers within the Freddy Agentic AI Platform include: Freddy AI Agent Studio: More productive agents, happier customers. Freshworks is rolling out the Freddy AI Agent Studio, an integrated set of capabilities to uncomplicate how customer service teams build, test, and launch AI Agents in minutes by a support team member without technical expertise. AI agents can be taught unique skills to autonomously take actions like issuing a refund, checking order status, or updating a customer record. It can analyze incoming messages, drafts contextual replies, and close tickets automatically when a customer confirms the resolution. Highlights include: First-response times can shrink from hours to minutes; Repetitive issues are handled efficiently and accurately; Scales support without adding agent workload; anddy AI Agent for unified search: Enhance knowledge discovery for employee service; Freddy AI Agents can now deliver even more accurate and speedier employee service by intelligently searching enterprise platforms for the latest documentation while reducing the burden on live service agents. Highlights include: Integrates seamlessly with Slack, Microsoft SharePoint and Teams, delivering support directly through the tools employees already use most; Multilingual conversations in over 40 languages for inclusive, personalized assistance; Robust security that helps prevent data sharing between accounts. Freddy AI Insights with root cause analysis: Make informed IT decisions, faster; Freddy AI Insights for Freshservice makes complex IT analysis easier as it continuously scans service desk activity to detect anomalies, flag trends, and identify root causes through visual maps. This layered approach helps ensure more accurate, reliable, and context-aware support that helps resource constrained teams move faster and with less friction. Customer-Proven Results: Since its initial release in 2023, Freddy AI has helped over 5,000 organizations streamline service operations and deliver measurable results - up to 70% ticket deflection from AI Agents and up to 50% productivity gains from Freddy AI Copilot; Hobbycraftautomated 30% of customer queries with Freddy AI Agent which freed up agents to handle more complex issues, improved customer satisfaction by 25%, enabled hybrid work, and boosted employee engagement; Bergzeit auto-triaged more than 200,000 tickets and reduced translation workload by 75% utilizing Freddy AI Copilot with Freshdesk; Five9 deflects up to 65% of IT requests with Freddy AI Copilot to save the IT department 200 hours per month and Freddy AI Insights to help identify service gaps and how to fix them; AI Academy for Partners: Technical enablement and training for partners that can help them win more deals and boost revenue; AI Professional Services: A dedicated Freshworks team offering tailored AI strategy, product rollout, and optimization support for larger enterprises facing more complexity; In-product assistance: Prescriptive workflows, videos and guides to help users get up and running. Learn More; New product innovations and their availability can be discovered. Recent Insider Transactions Derivative • May 08
Co-Founder & Executive Chairman exercised options and sold US$1.1m worth of stock On the 1st of May, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$14.48 per share. This trade did not impact their existing holding. Since June 2024, Rathna's direct individual holding has decreased from 12.89m shares to 11.07m. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months. Major Estimate Revision • May 06
Consensus EPS estimates upgraded to US$0.17 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.198 to -US$0.171 per share. Revenue forecast steady at US$819.1m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target up from US$18.94 to US$19.81. Share price was steady at US$14.28 over the past week. Reported Earnings • Apr 30
First quarter 2025 earnings released: US$0.004 loss per share (vs US$0.078 loss in 1Q 2024) First quarter 2025 results: US$0.004 loss per share (improved from US$0.078 loss in 1Q 2024). Revenue: US$196.3m (up 19% from 1Q 2024). Net loss: US$1.30m (loss narrowed 94% from 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 134% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Announcement • Apr 30
Freshworks Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025 Freshworks Inc. provided earnings guidance for the second quarter and full year of 2025. For the quarter, the company expects revenue to be in the range of $197.3 million to $200.3 million.
For the year, the company expects revenue to be in the range of $815.3 million to $824.3 million. Price Target Changed • Apr 23
Price target decreased by 7.3% to US$19.47 Down from US$21.00, the current price target is an average from 17 analysts. New target price is 52% above last closing price of US$12.78. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.32 last year. Announcement • Apr 18
Freshworks Inc., Annual General Meeting, Jun 05, 2025 Freshworks Inc., Annual General Meeting, Jun 05, 2025. Announcement • Apr 03
Freshworks Inc. to Report Q1, 2025 Results on Apr 29, 2025 Freshworks Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025 Recent Insider Transactions Derivative • Mar 04
Independent Director notifies of intention to sell stock Zachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$17.06, it would amount to US$432k. Since March 2024, Zachary's direct individual holding has increased from 79.44k shares to 110.84k. Company insiders have collectively sold US$47m more than they bought, via options and on-market transactions in the last 12 months. Buy Or Sell Opportunity • Feb 21
Now 23% undervalued Over the last 90 days, the stock has risen 4.7% to US$17.31. The fair value is estimated to be US$22.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 132%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 77% in the next 2 years. Major Estimate Revision • Feb 18
Consensus EPS estimates upgraded to US$0.19 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.224 to -US$0.192 per share. Revenue forecast steady at US$815.6m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$19.00 to US$21.65. Share price fell 4.5% to US$17.05 over the past week. Reported Earnings • Feb 12
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: US$0.32 loss per share (improved from US$0.47 loss in FY 2023). Revenue: US$720.4m (up 21% from FY 2023). Net loss: US$95.4m (loss narrowed 31% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Feb 12
Freshworks Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025 Freshworks Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenue of $190.0 million - $193.0 million.
For the year, the company expects revenue of $809.0 million - $821.0 million. Recent Insider Transactions Derivative • Feb 05
Co-Founder & Executive Chairman exercised options and sold US$1.4m worth of stock On the 1st of February, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$18.60 per share. This trade did not impact their existing holding. Since March 2024, Rathna's direct individual holding has decreased from 12.75m shares to 10.76m. Company insiders have collectively sold US$58m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jan 28
Independent Director exercised options and sold US$385k worth of stock On the 23rd of January, Johanna Flower exercised options to acquire 21k shares at no cost and sold these for an average price of US$18.00 per share. This trade did not impact their existing holding. Since March 2024, Johanna's direct individual holding has increased from 185.44k shares to 200.68k. Company insiders have collectively sold US$58m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Jan 09
Freshworks Inc. to Report Q4, 2024 Results on Feb 11, 2025 Freshworks Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025 Recent Insider Transactions Derivative • Dec 19
Co-Founder & Executive Chairman notifies of intention to sell stock Rathna Mathrubootham intends to sell 835k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of December. If the sale is conducted around the recent share price of US$16.79, it would amount to US$14m. Since December 2023, Rathna's direct individual holding has increased from 13.01m shares to 13.26m. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Dec 03
Independent Director notifies of intention to sell stock Zachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$15.99, it would amount to US$405k. Since December 2023, Zachary's direct individual holding has increased from 50.84k shares to 107.34k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months. Announcement • Dec 03
Freshworks Inc. Appoints Srinivasan Raghavan as Chief Product Officer Freshworks Inc. appointed Srinivasan Raghavan as Chief Product Officer with over two decades of leadership experience in the enterprise SaaS industry. Srini will lead and scale the Freshworks product strategy and vision for its people-first AI service software used to deliver exceptional customer experiences (CX) and employee experiences (EX). He joins the Freshworks executive management team, reporting directly to Chief Executive Officer and President Dennis Woodside. Srini is a key addition to the company’s team to lead innovation that delivers a scalable trajectory for growth across the company’s three key business priorities: employee experience, artificial intelligence, and customer experience, said Woodside. Srinis track record driving enterprise growth and managing complex multi-product scaling efforts coupled with his bold vision for the future of AI, make him uniquely qualified to lead the company’s CX and EX product strategy. Srini most recently served as Chief Product Officer at RingCentral, where he broadened the companys portfolio to generate additional sources of revenue from new cloud-based contact center, marketing, and sales intelligence solutions. Prior to that, as Senior Vice President of Product at Five9, he spearheaded the development of AI-powered digital engagement and automation solutions, including a platform for workflow automation, virtual agents, and assistive tools for contact center agents. Earlier in his career, Srini held strategy and product leadership roles at Cisco in the Applications Software and Collaboration Business units. His deep technical expertise, rooted in his engineering background, is complemented by his experience in product management, user experience and corporate strategy and development. Srini holds a Bachelors and Masters degree in Computer Science and Engineering, and an MBA from The University of Chicago Booth School of Business. He has a passion for creating customer-centric, innovative and scalable solutions. His global leadership experience across the U.S., Europe, and Asia positions him to bring a diverse and strategic perspective to Freshworks. Price Target Changed • Nov 10
Price target increased by 9.6% to US$18.25 Up from US$16.66, the current price target is an average from 16 analysts. New target price is 11% above last closing price of US$16.44. Stock is down 5.8% over the past year. The company is forecast to post a net loss per share of US$0.37 next year compared to a net loss per share of US$0.47 last year. Recent Insider Transactions Derivative • Nov 07
Co-Founder & Executive Chairman exercised options and sold US$889k worth of stock On the 1st of November, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$12.05 per share. This trade did not impact their existing holding. Since December 2023, Rathna's direct individual holding has increased from 13.01m shares to 13.12m. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months. 
