Equity Profile

FRSH

Freshworks Inc.

Information TechnologyApplication Software$3.5B

Jul31Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Freshworks Inc. is a technology company that provides software solutions to help businesses manage customer relationships and improve their operations....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Freshworks is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market share and attract new customers.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

FRSH Q2-2026 Earnings Preview

Context

Company Snapshot

Freshworks Inc. is a technology company that provides software solutions to help businesses manage customer relationships and improve their operations. As part of the Information Technology sector, Freshworks focuses on application software, which is increasingly important as companies look to enhance their digital capabilities and customer engagement.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+335.91%

Avg Stock Reaction

+1.03%

Last Quarter Recap

In Q1 2026, Freshworks reported an EPS of $0.13, significantly beating expectations by 336.36%. The stock reacted positively, gaining 2.34% the following day.

Management Promises & Guidance

Continued focus on enhancing customer engagement tools.
Commitment to expanding product offerings.
Investments in marketing to drive user acquisition.

Expectations

Wall Street Expectations

Overall, investors are optimistic about Freshworks' upcoming earnings, given its strong track record of beating EPS estimates in recent quarters.

Bull Case

If Freshworks continues its trend of strong EPS surprises, it could signal robust operational efficiency and market demand, leading to further stock appreciation.

Bear Case

Conversely, any signs of slowing revenue growth or increased competition could dampen investor sentiment and lead to a decline in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Freshworks' strong history of EPS surprises, this number will be closely watched to gauge continued profitability.

What are the revenue growth figures for this quarter?

Revenue growth is critical for understanding the company's market position and potential for future expansion.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Freshworks' ability to maintain high growth rates despite market challenges, as evidenced by its consistent EPS surprises.

Supporting Evidence

Freshworks has a 100% EPS beat rate in recent quarters, indicating strong operational control.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent product enhancements may not be fully reflected in analyst estimates.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the balance between profitability and revenue growth, which are key indicators of Freshworks' market health.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, suggesting potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.68%

Historical Avg

±1.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±4.7% while FRSH has averaged ±1.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

49.3%

Calls (31K)P/C Ratio: 0.08Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Freshworks beats expectations, history suggests the stock could rise by around 1.03%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may react neutrally.

Miss

A miss on EPS could lead to a decline, with historical patterns suggesting an average drop of around 1.03%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition rates and market expansion efforts.
2Insights into competitive pressures and how Freshworks plans to address them.
3Details on product enhancements and their impact on customer retention.
4Management's outlook on future revenue growth and market conditions.
5Any changes in operational costs that could affect profitability.

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Company Snapshot

Freshworks Inc. is a technology company that provides software solutions to help businesses manage customer relationships and improve their operations....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Freshworks is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market share and attract new customers.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

FRSH Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+335.91%

Avg Stock Reaction

+1.03%

Last Quarter Recap

In Q1 2026, Freshworks reported an EPS of $0.13, significantly beating expectations by 336.36%. The stock reacted positively, gaining 2.34% the following day.

Management Promises & Guidance

Continued focus on enhancing customer engagement tools.
Commitment to expanding product offerings.
Investments in marketing to drive user acquisition.

Expectations

Wall Street Expectations

Overall, investors are optimistic about Freshworks' upcoming earnings, given its strong track record of beating EPS estimates in recent quarters.

Bull Case

If Freshworks continues its trend of strong EPS surprises, it could signal robust operational efficiency and market demand, leading to further stock appreciation.

Bear Case

Conversely, any signs of slowing revenue growth or increased competition could dampen investor sentiment and lead to a decline in the stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Freshworks' strong history of EPS surprises, this number will be closely watched to gauge continued profitability.

What are the revenue growth figures for this quarter?

Revenue growth is critical for understanding the company's market position and potential for future expansion.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Freshworks' ability to maintain high growth rates despite market challenges, as evidenced by its consistent EPS surprises.

Supporting Evidence

Freshworks has a 100% EPS beat rate in recent quarters, indicating strong operational control.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent product enhancements may not be fully reflected in analyst estimates.

Key Risk

If revenue growth exceeds expectations, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on the balance between profitability and revenue growth, which are key indicators of Freshworks' market health.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.10 would confirm the bear case, suggesting potential issues with profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±4.68%

Historical Avg

±1.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±4.7% while FRSH has averaged ±1.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

49.3%

Calls (31K)P/C Ratio: 0.08Puts (2K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Freshworks beats expectations, history suggests the stock could rise by around 1.03%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may react neutrally.

Miss

A miss on EPS could lead to a decline, with historical patterns suggesting an average drop of around 1.03%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition rates and market expansion efforts.
2Insights into competitive pressures and how Freshworks plans to address them.
3Details on product enhancements and their impact on customer retention.
4Management's outlook on future revenue growth and market conditions.
5Any changes in operational costs that could affect profitability.