FRSH
Market read
The latest filing is mixed. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Invalidation: The isolated read changes if FRSH's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The overall increase in research and development was further driven by a $0.8 million net loss related to foreign currency exchange rate fluctuations, as well as a $0.5 million increase in professional service fees due to higher contractor costs.”10-Q · Aug 4, 2026 ↗
“The decrease was primarily driven by $(21.8) million in stock-based compensation expense primarily due to the departure of our former Executive Chairman in December 2025; partially offset by $4.3 million in personnel-related costs primarily due to annual comp…”10-Q · Aug 4, 2026 ↗
“Our net dollar retention rate decreased from 107% as of September 30, 2024 primarily due to lower expansion within existing customers driven by macroeconomic pressures.”10-Q · Nov 5, 2025 ↗
“The overall increase in research and development was further driven by a $0.8 million net loss related to foreign currency exchange rate fluctuations, as well as a $0.5 million increase in professional service fees due to higher contractor costs.”10-Q · Aug 4, 2026 ↗
Valuation discipline
Price/sales 4.2× · EV/sales 3.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for FRSH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-05 against the comparable filing from 2025-04-29.
“Operating Expenses Three Months Ended March 31, Change 2026 2025 $ % (dollars in thousands) Research and development $ 49,261 $ 40,001 $ 9,260 23 % Sales and marketing 112,317 89,158 23,159 26 % General and administrative 40,427 47,247 (6,820) (14) % Restructuring charges — 405 (405) (100) % Total operating expenses $ 202,005 $ 176,811 $ 25,194 14 % The $25.2 million or 14%, increase in our operating expenses for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, was primarily driven by higher personnel related costs due to annual compensation adjustments and marketing sponsorship costs, partially offset by lower stock-based compensation expense from th...”
“The net cash inflows from changes in operating assets and liabilities were primarily due to a decrease of $24.9 million in accounts receivable and increases of $6.9 million in accounts payable and $1.0 million in deferred revenue; offset by increases of $12.6 million in prepaid expenses and other assets, $10.2 million in deferred contract acquisition costs, and decreases of $3.7 million in operating lease liabilities and $3.4 million in accrued expenses and other liabilities.”
“Other income (expense), net changed by $7.3 million for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily due to a $7.1 million foreign exchange loss during the period, mostly from unfavorable changes in foreign exchange rates in Indian rupee against the U.S. dollar.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“For our customer experience products, we primarily face competition from customer service suites such as Salesforce, Zendesk, Intercom, and legacy vendors, such as Oracle and SAP, and from customer relationship management vendors, such as Salesforce, HubSpot,…”
“For our customer experience products, we primarily face competition from customer service suites such as Salesforce, Zendesk, Intercom, and legacy vendors, such as Oracle and SAP, and from customer relationship management vendors, such as Salesforce, HubSpot,…”
“For our customer experience products, we primarily face competition from customer service suites such as Salesforce, Zendesk, Intercom, and legacy vendors, such as Oracle and SAP, and from customer relationship management vendors, such as Salesforce, HubSpot,…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
FRSH is currently a Early Follower in the organic co-movement group Software - Application. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.