What is Freshworks's latest dividend and current dividend yield?

What were the key takeaways from Freshworks's earnings call?

What is the market's earnings forecast for Freshworks next quarter?

What is Freshworks's gross profit margin?

Did Freshworks beat or miss consensus estimates last quarter?

What guidance did Freshworks's management provide for the next earnings period?

What is the revenue and EPS growth rate for Freshworks year over year?

What does Freshworks do and what are its main business segments?

- **Revenue Surpass**: Q3 revenue of $215.1M (+15% YoY) exceeded expectations, driven by EX (+24% YoY) and CX (+8% YoY) segments.
- **AI Breakthrough**: AI ARR doubled YoY, with Freddy AI agents handling 650,000+ monthly sessions and deflecting 50-80% of tickets. Copilot ARR grew 160% YoY, attached to 60% of new deals.
- **EX Expansion**: EX ARR hit $480M, fueled by ESM ($35M ARR), Device 42 wins, and ITAM adoption. FreshService for Business Teams used by 25% of eligible customers.
- **Financial Strength**: Non-GAAP net income $45.2M (21% margin), free cash flow $57.2M (27% margin). Full-year 2025 billings +16% YoY.
- **Strategic Moves**: Launched standalone ESM product, increased AI pricing, and invested $10M in Q4 demand gen to accelerate EX pipeline.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 revenue reached $215.1 million, up 15% YoY on both as-reported and constant currency bases, driven by EX and CX segments.
- **AI Momentum**: AI ARR doubled YoY, with Freddy AI agents handling over 650,000 monthly sessions and deflecting 50-80% of tickets. Copilot ARR grew 160% YoY, with 60% of new deals over $30,000 including Copilot.
- **EX Expansion**: EX ARR hit $480 million (+24% YoY), fueled by ESM ($35M ARR), Device 42 wins (largest deal in Q3), and ITAM adoption. FreshService for Business Teams now used by 25% of eligible customers.
- **CX Strength**: CX ARR reached $390 million (+8% YoY), with Freshdesk adoption in mid-market and enterprise (e.g., University of Pennsylvania processed 30,000+ tickets in 6 months).
- **Customer Base**: 75,000+ customers, with 24,377 contributing >$5,000 ARR (+9% YoY) and 3,612 >$50,000 ARR (+20% YoY). Net retention 105% (as-reported), 104% (constant currency).

**【CFO Financial Commentary】**
- **Profitability**: Non-GAAP net income $45.2M (21% margin), up from $30.6M in Q2. Adjusted free cash flow $57.2M (27% margin), up 500bps YoY.
- **Billings**: Q3 calculated billings $224M (+14% YoY). Full-year 2025 billings expected +16% YoY. Q4 billings guidance $217-220M (+12-13% YoY).
- **Share Repurchase**: Completed $400M buyback, repurchasing 27.9M shares at $14.35 avg. Plan to net settle $58M in 2025 for dilution offset.
- **Margins**: Q4 operating margin ~21%, with 2026 exit margin >23%. Q1 2026 margin dip due to merit resets, followed by linear improvement.

**【Q&A Highlights】**
- **ESM Standalone Sales**: Launched FreshService for Business Teams as standalone product to target non-IT functions, preserving optionality for ITSM migration. Early traction with 1,000+ law firms and 17%+ YoY growth in ITAM.
- **AI Pricing**: AI agents will adopt industry-standard pricing, reflecting 80% deflection rates in early access. Copilot pricing remains per-seat, with 112% NRR for AI customers.
- **Government Impact**: No impact from U.S. shutdown; state/local gov and university wins continued (e.g., Pennsylvania Gaming Control Board).
- **Pipeline Visibility**: Q4 demand gen investment (+$10M) to accelerate EX pipeline. EX win rates highest in two years, with Device 42 cloud launch in Q1 2026 targeting mid-market cloud preference.
- **Share Repurchase Strategy**: Board evaluating future buybacks post-inaugural program. Focus on net settling to offset dilution, with $12M Q4 spend at current prices.

FRSH

FRSH fundamentals

You can ask Aime