UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-40806 Freshworks Inc. (Exact name of registrant as specified in its charter) Delaware 2950 S Delaware Street, ...

Freshworks Inc. (NASDAQ:FRSH) Q1 2023 Earnings Conference Call May 2, 2023 5:00 PM ET Company Participants Joon Huh - VP of IR Girish Mathrubootham - CEO Dennis Woodside - President Tyler Sloat - CFO Conference Call Participants Elizabeth Porter - Morgan Stanley Brent Thill - Jefferies Pinjalim Bora - JPMorgan Adam Bergere - Bank of America Brent Bracelin - Piper Sandler Brian Peterson - Raymond James Pat Walravens - JMP Securities Ryan MacWilliams - Barclays Nick Altmann - Scotiabank Brett Knoblauch - Cant ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K __________________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40806 __________________________________________ Freshworks Inc. __________________________________________ (Exact n ...

Financial Data and Key Metrics Changes - In Q4 2022, the company reported quarterly revenue of $133.2 million, achieving over $500 million in annual recurring revenue [2][91] - Non-GAAP operating loss improved to $2.8 million in Q4, with non-GAAP operating margins increasing by 8 percentage points year-over-year to negative 2% [12][14] - Calculated billings grew 21% to $147.8 million in Q4, with a normalized growth rate of approximately 29% after adjusting for billings duration mix [16][75] - The company generated $4 million in free cash flow in Q4, exceeding initial estimates [36][50] Business Line Data and Key Metrics Changes - The focus on larger customers has resulted in nearly 60% of business coming from mid-market and enterprise clients [3][67] - The customer cohort contributing over $50,000 in annual recurring revenue (ARR) grew by 35% to 1,908, representing 44% of total ARR [35][86] - Freshservice was highlighted as a key driver of new business, with significant traction in the ITSM market [13][62] Market Data and Key Metrics Changes - The company noted a shift in revenue base towards mid-market and enterprise customers, with a strong performance in North America compared to Europe and Asia [8][123] - The overall churn rate remained stable, with slight increases observed in the SMB segment due to economic pressures [72][131] Company Strategy and Development Direction - The company is focusing on four key business drivers: product innovation, targeting mid-market and enterprise customers, expansion, and operational efficiency [51][62] - Freshworks aims to differentiate itself in the ITSM market, positioning Freshservice as a credible alternative to larger incumbents like ServiceNow [114][137] - The strategy includes enhancing product offerings and improving customer experience through integrated solutions [26][64] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's ability to navigate the current macroeconomic environment, citing strong new business performance in Q4 [100][101] - The expectation for Q1 2023 includes revenue growth of 16% to 18% year-over-year, with net dollar retention projected at 107% [19][15] - Management acknowledged potential risks of increased churn but remains focused on driving efficiencies and maintaining growth [33][68] Other Important Information - The company ended Q4 with approximately $1.1 billion in cash and marketable securities, indicating a strong balance sheet [36][77] - Freshworks plans to continue net settling vested equity amounts, impacting cash usage but not free cash flow [76][95] Q&A Session Summary Question: Did the selling environment improve in Q4? - Management noted a strong quarter for new business, indicating an improvement in the selling environment despite ongoing pressure on expansion [100][101] Question: How should net retention be viewed moving forward? - Management expects net dollar retention to decrease slightly but remains focused on controlling churn and driving expansion [107][131] Question: What portion of overall bookings came from new expansion versus renewal? - Management indicated that new business contributed significantly to bookings, particularly from Freshservice, which is growing faster than Freshdesk [118][121] Question: How is Freshservice positioned in the market? - Freshservice is seen as a credible alternative to ServiceNow, with the company winning deals against larger incumbents [114][137] Question: What are the expectations for ESM growth? - While ESM is not expected to surpass IT in the short term, the company sees significant opportunities for expansion into other departments [161]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-40806 Freshworks Inc. (Exact name of registrant as specified in its charter) Delaware 2950 S Delaware Stre ...

Freshworks Inc. (NASDAQ:FRSH) Q3 2022 Earnings Conference Call November 1, 2022 5:00 PM ET Company Participants Joon Huh - Vice President of Finance, Investor Relations and Treasury Girish Mathrubootham - Founder and Chief Executive Officer Dennis Woodside - President Tyler Sloat - Chief Financial Officer Conference Call Participants Scott Berg - Needham Ryan Bressner - Morgan Stanley Adam Bergere - Bank of America Brent Thill - Jefferies Pinjalim Bora - JPMorgan Chase Brent Bracelin - Piper Sandler Rob Oli ...

(Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-40806 Freshworks Inc. (Exact name of registrant as specified in its charter) Delaware 2950 S Delaware Street, S ...

Freshworks Inc. (NASDAQ:FRSH) Q2 2022 Earnings Conference Call August 2, 2022 5:00 PM ET Company Participants Joon Huh - Vice President of Finance, Investor Relations & Treasury Girish Mathrubootham - Chief Executive Officer and Founder Tyler Sloat - Chief Financial Officer Conference Call Participants Brad Sills - Bank of America Ryan Bressner - Morgan Stanley Patrick Walravens - JMP Securities Brian Peterson - Raymond James Pinjalim Bora - J.P. Morgan Brent Bracelin - Piper Sandler Brent Thill - Jefferies ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission file number 001-40806 Freshworks Inc. (Exact name of registrant as specified in its charter) Delaware 2950 S Delaware Street, ...

Freshworks Inc. (NASDAQ:FRSH) Q1 2022 Earnings Conference Call May 3, 2022 5:00 PM ET Company Participants Joon Huh - Vice President of Finance, Investor Relations & Treasury Girish Mathrubootham - Chief Executive Officer and Founder Tyler Sloat - Chief Financial Officer Conference Call Participants Scott Berg - Needham Brad Sills - Bank of America Ryan MacWilliams - Barclays Mark Murphy - JP Morgan Ryan Bressner - Morgan Stanley Shrenik Kothari - Baird Brian Peterson - Raymond James Mauro Molina - Piper Sa ...