Freshworks: Underappreciated Growth And Cash Flow At A Discount Price
Freshworks Inc. delivered a strong Q3, beating revenue and EPS estimates, and raised full-year guidance, reinforcing its position in my portfolio. FRSH is successfully moving upstream, winning larger contracts, and leveraging AI-driven products, like Freddy Copilot, to drive customer spend and retention. Despite high stock-based compensation impacting GAAP profitability, SBC is declining, and strong cash flows support potential new share buybacks.
Freshworks Inc. (FRSH) Q3 2025 Earnings Call Transcript
Freshworks Inc. ( FRSH ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Brian Lan - Director of Investor Relations Dennis Woodside - CEO, President & Director Tyler Sloat - CFO & COO Conference Call Participants Scott Berg - Needham & Company, LLC, Research Division Mark Heatzig Patrick Walravens - Citizens JMP Securities, LLC, Research Division Brent Thill - Jefferies LLC, Research Division Johnathan McCary - Raymond James & Associates, Inc., Research Division Robert Oliver - Robert W. Baird & Co. Incorporated, Research Division Presentation Operator Good day, and thank you for standing by.
Freshworks Inc. (FRSH) Surpasses Q3 Earnings and Revenue Estimates
Freshworks Inc. (FRSH) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.11 per share a year ago.
Freshworks Inc. (FRSH) Reports Next Week: Wall Street Expects Earnings Growth
Freshworks (FRSH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
What Makes Freshworks (FRSH) a New Strong Buy Stock
Freshworks (FRSH) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Freshworks Might Be At Its Key Inflection Point
Freshworks continues to demonstrate strong sales growth and even stronger net income/free cash flow growth, nearing inflection. FRSH's valuation is very low, both in absolute and relative terms. Key risks include the potential for a continued slowdown in sales growth, delayed profitability, and macroeconomic headwinds, though FRSH's balance sheet and positive FCF mitigate concerns.
Freshworks: A Maturing SaaS Story With Growing Cash Flows
Freshworks is transitioning from a high-growth SaaS newcomer to a more balanced, profitable operator with robust free cash flow and improving margins. FRSH is investing heavily in AI, notably its Freddy suite, to drive future growth. Despite slowing revenue growth and high stock-based compensation, FRSH is undervalued versus peers and is effectively managing dilution.
Freshworks Inc. (FRSH) Investor Day 2025 Transcript
Freshworks Inc. (NASDAQ:FRSH ) Investor Day 2025 Call September 11, 2025 11:30 AM EDT Company Participants Brian Lan - Director, IR Dennis Woodside - CEO, President & Director Srinivasan Raghavan - Chief Product Officer Ian Tickle - Chief of Global Field Operations Mika Yamamoto - Chief Customer & Marketing Officer Tyler Sloat - CFO & COO Michelle Esgar - Head of Marketing and Customer Experience, Panasonic Vineet Sachdev - Head of IT, RingCentral Conference Call Participants David Hynes - Canaccord Genuity Corp., Research Division Elizabeth Elliott - Morgan Stanley, Research Division Scott Berg - Needham & Company, LLC, Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division Taylor McGinnis - UBS Investment Bank, Research Division Brian Peterson - Raymond James & Associates, Inc., Research Division Madeline Brooks - Bank of America Patrick Schulz - Robert W. Baird & Co. Incorporated, Research Division Austin Cole - Citizens JMP Securities, LLC, Research Division Presentation Brian Lan [Presentation] All right.
Freshworks Q2 2025 Shows Strength With A Discounted Stock Price
Freshworks currently trades at a large discount compared to its competitors with over 40% upside. Company is approaching possibly GAAP profitability in 2026, and market is due to notice this sooner or later. Free cash flow, earnings growth, gross margin expansion and revenue growth are all trending up and to the right.
Freshworks: Solid Growth As Agentic AI Tools Take Off
Freshworks is undervalued despite strong innovation, robust AI adoption, and a recent "beat and raise" quarter, creating an attractive buying opportunity. The company boasts high gross margins, recurring SaaS revenue, and a growing enterprise client base, ensuring revenue stability and scalability. Freshworks meets the "Rule of 40" with high teens revenue growth and strong operating margins, outpacing many software peers on profitability.
Freshworks Inc. (FRSH) Q2 2025 Earnings Call Transcript
Freshworks Inc. (NASDAQ:FRSH ) Q2 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Dennis M. Woodside - CEO, President & Director Tyler R.
Freshworks Inc. (FRSH) Q2 Earnings and Revenues Beat Estimates
Freshworks Inc. (FRSH) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.08 per share a year ago.
