Freshworks Inc Class A
Q1 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +6.88%.
Did FRSH Beat Earnings? Q1 2025 Results
Freshworks kicked off 2025 with a notably strong quarter, posting first-quarter revenue of $196.27 million, up 18.9% year over year and ahead of the $191.90 million consensus estimate, while earnings per share of $0.18 beat the $0.13 consensus by 39.32%, underscoring a meaningful profitability shift in the business. The primary driver behind the margin expansion was a dramatic improvement in operating efficiency, with non-GAAP operating income more than doubling to $46.37 million from $21.76 million a year ago, pushing non-GAAP operating margin to 23.6% from 13.2%. GAAP net loss narrowed to a near-breakeven $1.30 million, compared to a $23.32 million loss in Q1 2024, as the company also generated $57.97 million in operating cash flow. Freshworks further returned $113.61 million to shareholders through share repurchases during the quarter. The company's AI-driven service management portfolio, which recently expanded with the acquisition of FireHydrant, continued to attract enterprise customers, with ARR contributors above $5,000 growing 13% year over year to 23,275. Looking ahead, Freshworks guided Q2 revenue of $197.30 million to $200.30 million and full-year revenue of $815.30 million to $824.30 million, reflecting 13% to 14% growth, a moderation from Q1's pace that investors will likely monitor closely.
- Revenue grew 19% year-over-year to $196.3 million
- Non-GAAP operating margin expanded to 23.6% from 13.2% year-over-year
- Operating cash flow margin of 29.5% and adjusted free cash flow margin of 28.2%
- Customers contributing more than $5,000 in ARR grew 13% YoY to 23,275
- Net dollar retention rate of 105%
“Freshworks had another fantastic quarter, outperforming our previously provided financial estimates in Q1 with revenue growing 19% year-over-year to $196.3 million, operating cash flow margin of 30% and adjusted free cash flow margin of 28%. We continue to outperform because businesses are choosing Freshworks for our uncomplicated customer and employee service solutions.”
Freshworks CEO, on the earnings call
Forward Guidance & Outlook
For Q2 2025, Freshworks expects revenue of $197.3 million to $200.3 million (13%-15% YoY growth, 13%-15% constant currency), non-GAAP income from operations of $27.8 million to $29.8 million, and non-GAAP net income per share of $0.10 to $0.12. For full year 2025, the company expects revenue of $815.3 million to $824.3 million (13%-14% YoY growth, 13%-15% constant currency), non-GAAP income from operations of $139.5 million to $147.5 million, and non-GAAP net income per share of $0.56 to $0.58. Revenue and non-GAAP income from operations estimates are based on exchange rates as of April 25, 2025.
FRSH YoY Financials
Figures from SEC filings and company reports. Not investment advice.