Freshworks Inc. (FRSH) Form 8-K — Aug 4, 2026

$FRSHForm 8-KItems 2.02, 2.05, 9.01Filed Aug 4, 2026, 4:23 PM ET0001544522-26-000135Original filing

Freshworks reported record second quarter 2026 results on August 4, 2026, with revenue of $237.4 million, up 16% year over year, beating its expectations. The company posted GAAP net income of $3.2 million, marking its first quarter of GAAP profitability and a milestone management said was reached months ahead of plan. Profitability and cash generation were strong: non-GAAP operating income was $55.9 million at a 23.6% margin, adjusted free cash flow was $57.7 million, and Freshworks logged its eighth consecutive Rule of 40 quarter. Freddy AI Copilot was attached to more than 71% of new enterprise deals, and customers contributing more than $100,000 in ARR grew 25% year over year to 1,746.

Key figures

Eps: $0.01 GAAP diluted; $0.17 non-GAAP diluted
Revenue: $237.4 million
Guidance: Q3 2026: revenue $244.5-$245.5 million (~14% YoY), non-GAAP operating income $59.0-$61.0 million, non-GAAP EPS $0.18. Full year 2026: revenue $963.5-$966.5 million (~15% YoY), non-GAAP operating income $222.0-$228.0 million, non-GAAP EPS $0.66-$0.68.
Net Income: $3.2 million GAAP net income (first GAAP-profitable quarter)
Revenue Yoy: 16% (15% constant currency)
Cash Position: $665.3 million in cash, cash equivalents, restricted cash and marketable securities as of June 30, 2026
Shares Outstanding: 273.0 million weighted-average diluted shares in Q2 2026
Ex arr growth: 24% YoY
Operating cash flow: $58.5 million (24.7% margin)
Net dollar retention: 104% vs. 106% in Q1 2026 and Q2 2025
Q2 share repurchases: $159.0 million
Customers over 5k arr: 25,356, +6% YoY
Gaap operating income: $6.1 million (2.6% margin) vs. $(8.7) million a year ago
Prior year q2 revenue: $204.7 million
Customers over 50k arr: 4,091, +18% YoY
Adjusted free cash flow: $57.7 million (24.3% margin)
Customers over 100k arr: 1,746, +25% YoY
Freddy ai copilot attach: attached to over 71% of new enterprise deals
Non gaap operating income: $55.9 million (23.6% margin)
Restructuring cash paid q2: $5.6 million
Restructuring charges q2 2026: $7.0 million
Consecutive rule of 40 quarters: 8
Restructuring liability remaining: $1.4 million as of June 30, 2026

Price after filing

1 day: +4.5%7 days: +6.3%30 days: +17.1%

Close on the filing date to close N calendar days later (from $11.26). Historical, not a forecast.

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