Freshworks Inc. · NASDAQ:FRSH

Freshworks — Q2 2026 Earnings Presentation

20 slides from Freshworks's earnings presentation, Aug 4, 2026

  1. Slide 1: Q2 2026 Earnings Presentation

    Q2 2026 Earnings Presentation August 04, 2026 © 2026 Freshworks Inc. All rights reserved.

  2. Slide 2: Disclaimer

    Disclaimer This presentation has been prepared by Freshworks Inc. (“Freshworks”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation by Freshworks or any officer, director, e

  3. Slide 3: Use of Non-GAAP Measures

    Use of Non-GAAP Measures In addition to the U.S. generally accepted accounting principles (“GAAP”) financials, this presentation includes certain non-GAAP financial measures, including non-GAAP income from operations and adjusted free cash flow. This presentation also includes certain non-GAAP metri

  4. Slide 4: Freshservice is the AI-powered, unified service operations platform

    Freshservice is the AI-powered, unified service operations platform that is fast to deploy, intuitive to use, and enables every employee to be more productive © 2025 2026 Freshworks Inc. All rights reserved. 4

  5. Slide 5: Trusted by agile enterprises

    Trusted by agile enterprises 20,000 customers trust Freshservice for managing employee service and technology operations 20,000+ customers in over 120 countries Retail, logistics, Financial Auto and Media and State, local High-tech Healthcare and ecommerce services manufacturing entertainment and ed

  6. Slide 6: Welcoming more customers every quarter…

    Welcoming more customers every quarter… © 2026 Freshworks Inc. All rights reserved. 6

  7. Slide 7: Large customers are increasingly turning to Freshworks

    Large customers are increasingly turning to Freshworks Over 60% of total ARR comes from Mid Market and Enterprise Customers Employee Experience Customer Experience Represents ARR distribution of the following segments: 23% 19% 20% Mid Market & Enterprise 46% 48% 52% 47% SMB 77% 81% 80% 54% 53% Q2 20

  8. Slide 8: Freshworks solutions powered by AI

    Freshworks solutions powered by AI Employee Experience (EX) Customer Experience (CX) Freshservice Freshservice Device42 FireHydrant Freshdesk Omni Freshdesk Freshchat Freshcaller for Business Teams Freddy AI Freddy AI Agents Freddy AI Copilot Freddy AI Insights © 2026 Freshworks Inc. All rights rese

  9. Slide 9: Revenue by quarter

    Revenue by quarter ($ in millions) $250M $237.4 $228.6 $222.7 $215.1 $215.1 $200M $204.7 $204.7 $194.6 $196.3 $186.6 $150M $100M Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 YoY Growth 18% 15% 14% 16% 16% YoY Growth CC 17% 15% 13% 14% 15% Note: Revenue growth rates adjusted for constant currency are based on avera

  10. Slide 10: Revenue by geography

    Revenue by geography 3% 3% 3% 3% 3% 12% 12% 12% 11% 11% 38% 39% 38% 39% 39% 39% 39% 39%38% 46% 46% 46% 46% 47% 47% 47% Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Rest of World Asia-Pacific Europe, Middle East, Africa North America © 2026 Freshworks Inc. All rights reserved. Note: Numbers rounded for presentation

  11. Slide 11: Customer metrics

    Customer metrics Customers >$5K ARR Customers >$50K ARR 3,612 25,000 4,000 3,460 25,088 25,356 4,091 24,377 24,762 24,377 3,217 3,938 23,975 23,275 23,975 3,760 3,500 3,612 3,053 22,359 3,008 3,460 20,000 3,000 2,500 15,000 2,000 1,500 10,000 1,000 Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Q2-25 Q3-25 Q4-25 Q1-

  12. Slide 12: Customer metrics >$100K

    Customer metrics >$100K 2,000 3,612 1,746 3,460 24,377 1,646 3,217 1,500 23,275 23,975 1,554 3,008 3,053 22,359 1,457 1,392 1,000 500 Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 YoY Growth 22% 23% 28% 29% 25% YoY Growth CC 18% 22% 22% 26% 26% Note: Growth rates adjusted for constant currency are based on exchange

  13. Slide 13: Net dollar retention

    Net dollar retention 120% 110% 108% 106% 106% 107% 105% 105% 105% 104% 104% 104% 106% 104% 105% 105% 105% 105% 104% 104% 100% 103% 90% Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Net Dollar Retention Net Dollar Retention CC Net Dollar Retention Rate is calculated by taking the Ending ARR of the cohort of customer

  14. Slide 14: Non-GAAP income from operations

    Non-GAAP income from operations ($ in millions) $60.0 $55.9 $50.0 $44.8 $45.2 $41.6 $40.0 $41.0 $30.0 $20.0 $10.0 $0.0 Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Note: 2026 financial data reflects unaudited results as of June 30, 2026. See Appendix for reconciliation of all GAAP to Non-GAAP financial measures. ©

  15. Slide 15: Free cash flow

    Free cash flow ($ in millions) $60.0 $57.2 $57.2 $55.4 $56.2 $54.3 $55.8 $57.7 $54.3 $41.7 $40.0 $40.1 $20.0 $0.0 Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 We define free cash flow as net cash provided by operating activities, less purchases of property and equipment and capitalized internal-use software. We be

  16. Slide 16: Financial outlook

    Financial outlook ($ in millions except for per share data) Q3-26 2026 Revenue(1) $244.5 - $245.5 $963.5 - $966.5 Year-over-year growth ~ 14% ~ 15% Year-over-year growth (constant currency) 14% - 15% 14% - 15% Non-GAAP income from operations(1) $59.0 - $61.0 $222.0 - $228.0 Non-GAAP net income per s

  17. Slide 17: GAAP to non-GAAP Reconciliations

    GAAP to non-GAAP Reconciliations © 2026 Freshworks Inc. All rights reserved. 17

  18. Slide 18: GAAP to non-GAAP Reconciliations: Revenue

    GAAP to non-GAAP Reconciliations Revenue ($ in millions) Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 GAAP Revenue $204.7 $215.1 $222.7 $228.6 $237.4 YoY Growth rates 18% 15% 14% 16% 16% Add: Effects of foreign currency rate fluctuations $(0.6) $(0.2) $(2.5) $(5.4) $(1.5) Revenue adjusted for constant currency(1)

  19. Slide 19: GAAP to non-GAAP Reconciliations: Income (loss) from operations

    GAAP to non-GAAP Reconciliations Income (loss) from operations ($ in millions) Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 GAAP income (loss) from operations ($8.7) ($7.5) $39.7 ($8.1) $6.1 Add: stock-based compensation expense - employee awards $49.3 $48.5 $(2.7) $43.9 $37.8 Add: employer taxes on employee stock

  20. Slide 20: GAAP to non-GAAP Reconciliations: Free cash flow

    GAAP to non-GAAP Reconciliations Free cash flow ($ in millions) Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 Net cash provided by operating activities $58.6 $63.5 $62.3 $62.4 $58.5 Less: purchases of property and equipment ($0.4) ($1.8) ($2.2) ($3.9) ($5.0) Less: capitalized internal-use software ($4.7) ($4.5) ($3

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