Freshworks: 3 Things To Watch Ahead Of Q2 Earnings

  • I remain bullish on Freshworks, reiterating my 'buy' rating due to strong growth, improving profitability, and attractive valuation versus peers. Key Q2 watchpoints: financial performance versus guidance, EX/CX segment growth dynamics, and AI feature adoption and monetization progress. Freshservice (EX) is driving growth, while Freshdesk (CX) lags; steady CX growth is crucial to avoid valuation drag.