The primary purpose of today's call is to provide you with information regarding our second quarter 2025 performance and our financial estimates for our third quarter and full year 2025. Such risks include, but are not limited to, our ability to sustain our growth, to innovate, to reach our long-term revenue goals, to meet customer demand, and to control costs and improve operating efficiency. Reconciliations between GAAP and non-GAAP financial measures for historical periods are included in our Earnings Release, which is available on our Investor Relations website at ir.freshworks.com. I encourage you to visit our Investor Relations site to access our Earnings Release, supplemental earnings slides, periodic SEC reports, and a replay of today's call, or to learn more about Freshworks.

We grew Q2 revenue 18% year-over-year to $204.7 million, expanded our non-GAAP operating margin to 22%, and delivered a strong adjusted free cash flow margin of 27%. Collectively, these results clearly illustrate our ability to balance strong growth with profitability. Our strategy has focused on three key growth areas: investing in Employee Experience or EX, delivering AI capabilities across our products and accelerating adoption, and driving continued expansion in Customer Experience or CX. Our first lever in this area is growth in the mid-market and enterprise, together representing more than 3/4 of ARR.

We continue to displace legacy competitors as organizations choose Freshservice because we reduce complexity, accelerate efficiency, and enable tangible growth through our AI-powered platform. The second EX growth driver and expansion lever is our enterprise service management solutions. Michaels onboarded 900 agents, migrated over three years of ticket history, and deployed Freshservice across IT, HR, and facilities to streamline incident management, asset tracking, employee journeys, and vendor risk. Our third growth driver in EX is our advanced ITAM offering with Device42.

What went well
  • Q2 revenue grew 18% year-over-year to $204.7 million as reported and 17% constant currency, surpassing top-line estimates.
  • Non-GAAP operating margin expanded to 22%, an increase of over 14 percentage points compared to a year ago and ahead of prior expectations.
  • Adjusted free cash flow grew 65% year-over-year to $54.3 million, a 27% margin (over 7 percentage point improvement YoY).
  • EX grew to over $450 million in ARR (24% YoY as reported, 22% constant currency) with over 19,000 customers.
  • CX accelerated to over $380 million in ARR (11% as reported, 8% constant currency), driven by healthy Freshdesk momentum and stronger execution.
  • Over 5,000 customers now paying for Copilot and AI Agent, with combined ARR from those two SKUs crossing $20 million, more than doubling year-over-year; over 3,300 Copilot customers, up 21% sequentially.
  • Freddy Copilot included in more than 55% of new large customer deals (over $30,000), with double-digit attach rates for new SMB customers.
  • Net dollar retention of 106% as reported and 104% constant currency, ahead of/in line with expectations.
  • Major EX displacements including Steel Dynamics replacing ServiceNow and Kayak replacing JIRA Service Management; new logos Seagate, Covington & Burling, Reed, and AEP Energy.
  • Launched multiple agentic AI innovations: Freddy AI Agent Studio for Freshdesk, Freddy AI Agent for email, Freddy AI Agent for unified search, and Freddy AI Insights GA.
  • Freshservice Benchmark report showed Copilot users reduced resolution time by 76% and first response time by 41%, and AI Agent users saw 65% ticket deflection and over 400,000 hours of agent time saved.
What went wrong
  • EX growth moderated this quarter as the company lapped the anniversary of the Device42 acquisition from last June.
  • Device42 was a headwind to net dollar retention of just over 0.67 percentage point, primarily due to anticipated churn in its partner business.
  • Gross expansion trends remain pressured, though churn rates are steadily improving.
  • Guidance implies Freshworks will not maintain a Rule of 40 model in the second half of the year, after two consecutive quarters of doing so organically.
  • Net dollar retention remains in the low-100s with management not ready to call a bottom; AI is not expected to become a meaningful growth catalyst until 2026.
  • Q3 revenue guidance of 12% growth at the high end implies a deceleration from the 18% just reported, prompting analyst questions.

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Reported 2025-07-29 · figures from the Freshworks Inc. Q2 2025 earnings call.

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