Q4 25 EPS
$0.14
BEAT +23.78%
Est. $0.11
Q4 25 Revenue
$222.7M
BEAT +1.82%
Est. $218.8M
vs S&P Since Q4 25
+17.0%
BEATING MARKET
FRSH +24.1% vs S&P +7.1%
Full Year 2025 Results
FY 25 EPS
$0.66
FY 25 Revenue
$838.8M
Market Reaction
Did FRSH Beat Earnings? Q4 2025 Results
Freshworks closed out its fiscal fourth quarter with a clean beat on both the top and bottom lines, extending its streak of consensus EPS beats to four consecutive quarters as the customer experience and IT software maker posted non-GAAP diluted EPS … Read more Freshworks closed out its fiscal fourth quarter with a clean beat on both the top and bottom lines, extending its streak of consensus EPS beats to four consecutive quarters as the customer experience and IT software maker posted non-GAAP diluted EPS of $0.14, ahead of the $0.11 consensus estimate by 23.78%, while revenue of $222.74 million topped expectations by 1.82% and grew 14.5% year-over-year. The standout driver behind the quarter's profitability picture was a dramatic swing in GAAP operating income to $39.73 million from a loss of $23.79 million a year ago, aided in part by a roughly $41.00 million reversal of stock-based compensation tied to an executive departure, alongside continued operating discipline that pushed full-year non-GAAP operating margins to 21.2%. The results were not without complication, however, as Freshworks' full-year 2026 adjusted EPS guidance of $0.55 to $0.57 landed well below the Street's $0.69 consensus, sending shares sharply lower despite forward revenue guidance of $952.00 million to $960.00 million pointing to continued double-digit growth.
Key Takeaways
- • AI-powered software driving customer expansion and product adoption
- • Net dollar retention rate improved to 108% from 103% year-over-year
- • Customers contributing more than $5,000 in ARR increased 10% to 24,762
- • EX business crossed $500 million in annual recurring revenue
- • ESM and Device42 each surpassed $40 million in ARR; Freddy AI surpassed $25 million in ARR
FRSH YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
“Freshworks had an outstanding Q4 and fiscal 2025, outperforming our estimates across growth and profitability metrics for the fifth consecutive quarter.”
— Dennis Woodside, Q4 2025 Earnings Press Release
FRSH Earnings Trends
FRSH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FRSH EPS Trend
Earnings per share: estimate vs actual
FRSH Revenue Trend
Quarterly revenue: estimate vs actual
FRSH Quarterly Results
12 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $0.11 | $0.11 | -2.14% | $228.6M | +2.44% |
| Q4 25 BEAT FY | $0.11 | $0.14 | +23.78% | $222.7M | +1.82% |
| FY Full Year | — | $0.66 | — | $838.8M | — |
| Q3 25 BEAT | $0.13 | $0.16 | +25.49% | $215.1M | +3.02% |
| Q2 25 BEAT | $0.12 | $0.18 | +55.84% | $204.7M | +2.89% |
| Q1 25 BEAT | $0.13 | $0.18 | +39.32% | $196.3M | +2.28% |
| Q4 24 BEAT FY | $0.12 | $0.14 | +16.86% | $194.6M | +1.19% |
| FY Full Year | — | $0.43 | — | $720.4M | — |
| Q3 24 BEAT | $0.08 | $0.11 | +37.50% | $186.6M | +0.00% |
| Q2 24 BEAT | $0.06 | $0.08 | +33.33% | $174.1M | +3.03% |
| Q1 24 BEAT | $0.08 | $0.10 | +25.00% | $165.1M | +0.00% |
| Q4 23 BEAT FY | $0.05 | $0.08 | +60.00% | $160.1M | +1.02% |
| FY Full Year | — | $0.26 | — | $596.4M | — |
| Q3 23 BEAT | $0.05 | $0.08 | +60.00% | $153.6M | +1.89% |
| Q1 23 BEAT | $-0.02 | $0.03 | +250.00% | $137.7M | +2.56% |