)
Freshworks (FRSH) investor relations material
Freshworks Citizens JMP Technology Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business performance and financials
Achieved 13% constant currency growth last year and raised revenue forecast to 14% for this year.
Operating profit exceeded expectations in Q4, with a target of $250 million in free cash flow for the year.
Announced a $400 million share buyback, following a previous buyback completed at a higher average price.
Maintains a strong balance sheet with over $800 million in cash and no debt.
Trades at roughly 7 times free cash flow, with an enterprise value of about $1.6 billion.
Product strategy and growth drivers
Four-pillar strategy includes ITSM, ESM, ITAM, and ITOM, with recent acquisition of FireHydrant to strengthen ITOM.
EX products are growing over 20% and have surpassed $500 million in ARR.
Focus shifting away from long-tail SMB CX customers to larger, more strategic accounts.
High attach rates for AI products in larger deals, with over 8,000 customers using AI capabilities.
Significant opportunity remains in the existing customer base, with ongoing campaigns to drive AI adoption.
AI integration and impact
AI is core to the product suite, with three main offerings: AI Agent, Copilot, and Insights.
AI attach rates exceed 50% in deals over $30,000, and Copilot adoption is growing, especially in EX.
Customers using Copilot show higher net dollar retention (112 vs. 105 corporate average).
AI adoption is not reducing human agent counts; both are increasing among customers.
Gross margin remains strong at 85%, with ongoing optimization of LLM costs and model selection.
Next Freshworks earnings date
Next Freshworks earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage