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Freshworks
Freshworks (FRSH) investor relations material
Freshworks Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved first full-year GAAP profitability and record free cash flow in 2025, with Q4 revenue of $222.7M, up 14% year-over-year, and 16% full-year growth, surpassing guidance for both revenue and non-GAAP operating margin.
Surpassed top and bottom line expectations for five consecutive quarters, driven by disciplined execution, product innovation, and strong AI-powered product adoption.
Over 60% of total annual recurring revenue (ARR) now comes from mid-market and enterprise customers, with strong momentum in employee experience (EX) and AI-driven solutions.
EX business exceeded $510M in ARR (26% year-over-year growth); ESM, Device42, and Freddy AI each surpassed $40M in ARR, with Freddy AI at $25M and expected to reach $100M by 2028.
Acquisition of FireHydrant expands IT operations management (ITOM) and AIOps capabilities, opening an $8B addressable market.
Financial highlights
Q4 2025 revenue reached $222.7M, up 14% year-over-year; full year 2025 revenue was $838.8M, up 16%.
Annual recurring revenue (ARR) ended at $907M, up 18% year-over-year; EX business at $510M ARR (26% growth), CX at $395M ARR (9% growth).
Q4 non-GAAP operating income was $41.6M (19% margin); Q4 GAAP operating income was $39.7M (18% margin); full year non-GAAP operating income was $178M (21.2% margin).
Q4 adjusted free cash flow was $56.2M (25.2% margin); full year was $223.1M (26.6% margin).
Ended 2025 with $844M in cash, cash equivalents, and marketable securities.
Outlook and guidance
Q1 2026 revenue expected at $222M–$225M (13%–15% year-over-year growth); full year 2026 revenue guidance raised to $952M–$960M (13.5%–14.5% growth).
Full year 2026 non-GAAP operating income projected at $181M–$189M; non-GAAP EPS $0.55–$0.57.
Free cash flow expected to reach $250M in 2026, with margins of 25%–26%.
Net dollar retention expected to improve to 105% in Q1 2026.
How will FireHydrant acquisition boost AI offerings?
Explain NDR rate divergence, GAAP vs CC.
Why is FY26 non-GAAP operating margin lower?
Unified EX platform's competitive edge
Freddy AI's role in 2026 revenue acceleration
CX business growth drivers post-platform unification
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Next Freshworks earnings date
Q1 202628 Apr, 2026
Freshworks
Next Freshworks earnings date
Q1 202628 Apr, 2026
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Frequently asked questions
Freshworks Inc provides cloud-based customer engagement software solutions designed for businesses of all sizes. The company offers products for customer support, IT service management, CRM, and marketing automation, helping organizations improve customer relationships and internal operations. Freshworks serves industries such as technology, retail, financial services, and healthcare. The company is headquartered in San Mateo, California, and its shares are listed on the NASDAQ.
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