Jun 30, 2024

Freshworks Q2 2024 Earnings Report

Freshworks' Q2 2024 revenue grew to $174.1 million with a free cash flow margin of 19%.

Key Takeaways

Freshworks delivered a solid Q2, with revenue growing to $174.1 million and a free cash flow margin of 19%. The results reflect increasing financial discipline and the ability to meet customer needs with AI-powered solutions.

Total revenue was $174.1 million, representing growth of 20% compared to the second quarter of 2023.

Non-GAAP income from operations was $13.1 million, compared to $11.7 million in the second quarter of 2023.

Free cash flow was $32.8 million, compared to $18.1 million in the second quarter of 2023.

The number of customers contributing more than $5,000 in ARR was 21,744, an increase of 14% year-over-year.

Total Revenue
$174M
Previous year: $145M
+20.0%
EPS
$0.08
Previous year: $0.07
+14.3%
Customers Paying >$5k ARR
21.74K
Previous year: 19.11K
+13.8%
Net Dollar Retention Rate
106%
Previous year: 108%
-1.9%
Gross Profit
$146M
Previous year: $120M
+21.4%
Cash and Equivalents
$310M
Previous year: $356M
-12.9%
Free Cash Flow
$32.8M
Previous year: $18.1M
+81.2%
Total Assets
$1.54B
Previous year: $1.4B
+10.2%

Freshworks

Freshworks

Forward Guidance

Freshworks is providing estimates for the third quarter and full year 2024 based on current market conditions and expectations. Revenue for Q3 2024 is expected to be between $180.0 - $183.0 million and Non-GAAP net income per share is expected to be $0.07 - $0.08. Revenue for full year 2024 is expected to be between $707.0 - $713.0 million and Non-GAAP net income per share is expected to be $0.32 - $0.34.

Positive Outlook

  • Revenue for Q3 2024 is expected to be between $180.0 - $183.0 million.
  • Year-over-year growth for Q3 2024 is expected to be 17% - 19%.
  • Non-GAAP income from operations for Q3 2024 is expected to be $13.0 - $15.0 million.
  • Non-GAAP net income per share for Q3 2024 is expected to be $0.07 - $0.08.
  • Revenue for full year 2024 is expected to be between $707.0 - $713.0 million.

Challenges Ahead

  • Estimates are subject to various important cautionary factors.
  • Actual results may differ materially from these forward-looking statements.
  • Estimates for third quarter 2024 and full year 2024 include the estimates of Device42, Inc.
  • We have not reconciled our estimates for non-GAAP financial measures to GAAP due to the uncertainty and potential variability of expenses that may be incurred in the future.
  • A reconciliation is not available without unreasonable effort and we are unable to address the probable significance of the unavailable information.