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Posted by
Two Blokes Jun 16 -
Filed in
Stock
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10 views
Freshworks offers value at current multiples, but growth and operating margin trends require deeper analysis to confirm if it's a true bargain. Revenue growth is healthy, but not explosive; high sales spend and intense competition raise concerns about long-term margin improvement and category leadership. Strong R&D investment and product enhancements, especially with Freddy AI, support retention and efficiency, but ARR and net retention need ongoing monitoring.