Freshworks Inc (MIL:1FRSH)

Q3 2025 Freshworks Inc Earnings Call Transcript

Nov 5, 2025 / 10:00 PM GMT

Release Date Price: €9.5

Transcript 10-Q8-K

Key Points

Positve

Freshworks Inc (FRSH) reported a 15% year-over-year revenue growth in Q3 2025, reaching $215.1 million, surpassing their estimates.
The company achieved a non-GAAP operating margin of 21%, which was 5 points above their estimate.
Freshworks Inc (FRSH) added significant new customers, including global brands like Stalanti and Societe Generale, and expanded deals with existing clients.
The company has over 50 AI-driven applications, contributing to incremental growth and tangible outcomes for customers.
Freddie AI, a core productivity engine, has seen a sixfold increase in usage over the past 7 months, with AI agent sessions growing over 70% in Q3.

Negative

Despite the growth, Freshworks Inc (FRSH) faces challenges in sustaining long-term revenue goals and controlling costs.
The company anticipates a one-time increase in spending during Q4, which may impact operating margins.
Device 42, a part of their portfolio, has been a small drag on net dollar retention, affecting overall retention rates.
Freshworks Inc (FRSH) plans to discontinue reporting total customer count as a performance indicator, which may reduce transparency.
The company is facing competitive pressure from larger incumbents in the ITSM space, necessitating continued innovation and differentiation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FRSH.OQ - Freshworks Inc
Q3 2025 Freshworks Inc Earnings Call
Nov 05, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Fresh Works 3rd quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press 11 on your. Telephone you will then hear an automated message advising that your hand is raised. To withdraw your question, please press 11 again. Please be advised that today's conference call is being recorded. I would now like to hand the conference over to your first speaker today, Brian Lawn, director of investor relations. Please go ahead.

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