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2/2 - 2. Sell to SMB vs sell to enterprise -Tough to do both of these things or expand from one to other -Typically companies do acquisitions within these ‘weight classes’ $FRSH does both via @freshdesk @device42 FireHydrant etc. @StayGoldSF
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🚨Insider Trade Alert🚨! CEO & President Woodside Dennis has purchased 125,000 shares of $FRSH (Freshworks Inc.) at $7.95 worth $993,750.00 $FRSH current value: $8.46 full disclosure: sec.gov/Archives/edgar/data/… Company Overview: Freshworks Inc., a software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company's software-as-a-service solutions includes Customer Experience (CX) and Employee Experience (EX). Its Customer Experience products include Freshdesk Omni, an AI-powered omnichannel customer service solution that unifies customer interactions, support operations, and empowers agents to deliver exceptional experiences; Freshdesk, a ticketing and case management solution; Freshchat that provides agents with a modern conversational experience to proactively engage customers across digital messaging channels; Freshcaller, a cloud-based contact center solution for scalable voice operations; Freshsales, a sales CRM for pipeline management and deal closure solution; and Freshmarketer, a marketing automation platform designed to help businesses to attract, nurture, convert, and retain customers. The company's Employee Experience products include Freshservice, an IT and enterprise service management platform to AI agents to help employees resolve issues, make requests, and access information through conversational interfaces without requiring direct interaction with the service desk; Freshservice for Business Teams, which provides a unified employee service experience while ensuring the secure separation of departmental data; Device42 which provides IT discovery and dependency mapping solutions; and FireHydrant, a modern incident management platform that enables engineering and operations teams to manage the full incident lifecycle. In addition, it provides Freshworks platform, an AI-powered, enterprise-grade foundation that unifies customer experience and employee experience product lines. The company was formerly known as Freshdesk Inc. and changed its name to Freshworks Inc. in June 2017. Freshworks Inc. was incorporated in 2010 and is headquartered in San Mateo, California.
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When @newbalance switched to Freshservice with Device42, Platform Manager Markus Gaulke expected IT to benefit. But what he didn't expect? Other teams knocking on their door. HR, Facilities, and Loss Prevention team. Turns out, when the platform actually works, adoption takes care of itself. Read the full story: bit.ly/4qr3ZpY
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Swing by Booth #507 to see how Device42 can help uncomplicate your CMDB—and walk away with a cool lightsaber while you're at it! ⚔️✨ Smarter IT visibility a legendary giveaway? Yes, please. #VMwareExplore #CMDB #Device42 #ITOps #LightsaberSwag #UncomplicateIT
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IT OT = the future. On The Hitchhiker’s Guide to IT, Erin McDaniel shares how AI & IoT are transforming buildings, reducing downtime, and powering smarter infrastructure. 🎙️ Listen: okt.to/Cn0Wtq #SmartTech #ITLeadership #Device42 #AI
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What’s the secret to smoother IT operations? It starts with mastering the 3 Cs of CMDB: ✅ Control ✅ Compliance ✅ Configuration Join @device42, A Freshworks Company's Yama Habibzai and Benjamin Walton, as they share practical insights and real-world strategies in our upcoming webinar: bit.ly/3J4ol7c
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I generally like coding, but there are times I dread using it for work. Credential loading. Error capture. Input validation. Massive amounts of debugging. Pre-validation of all proposed changes. Understandable user output (when not in debugging). Specific business logic and field conversions. Verbose code commenting. It just hurts my head in a unique way. I can’t quite explain it. Growth, maybe? Nothing worth doing ever comes easy. In the end, the goal is to provide to the enterprise Device42 installation a bunch of subnet data provided by InfoBlox, with the rich metadata provided by NetBox.
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29 Jul 2025
$FRSH – added to my position ahead of Q2 ER. Think the FY25 rev guide at 13.5% is sandbagged and doesn’t reflect momentum in the EX business Device42 contribution. EX is the growth darling and in my view stands to take share on the back of cheaper pricing for a decent product (smaller base vs. larger peers like $NOW and $TEAM, so each point of penetration yields outsized revenue). Current guide likely bakes in extra conservatism for the CX business (Freshdesk), underappreciates potential uptake and monetization of AI products (Freddy), and assumes an overly cautious macro impact on SMB while ignoring the enterprise/upmarket shift. Q/Q NGOI margin compression is a concern, but the bar is already set low at 15%. Think the r/r is attractive here at 4x EV/LTM sales vs. other enterprise SaaS trading at >8x EV/Sales. Not financial advice.
30 Apr 2025
$FRSH-small position. 10% AH on 1Q25 ER. Rev 19% Y/Y. Freddy AI adoption strong. Profits inflecting-NGOI 113% Y/Y, 1,044bps margin exp. SMB fears overblown and enterprise expansion overlooked ( 24% Y/Y Cust. >50K ARR). Can take share from $NOW & $TEAM in a weak pricing env
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What is everyone using as an automation platform? Keeping in mind that there's almost no automation here now, I was looking at Nautobot for ipam and automation but we have device42 already, so I may keep Nautobot for automation only but open to others!
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Come over and say hi 👋 to us at stand 441 at #SITS2025 Get hands-on with Freddy AI, explore ESM, CMDB with Device42, and see how we’re making IT uncomplicated.
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Happy #TestimonialThursday! A SourceForge reviewer of #Device42 raved that they are making smarter IT decisions soon after deploying. Start your free trial today: okt.to/cUMD47 #IT #ITAM #insights
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📊 Enhanced IT visibility starts here. Device42’s Endpoint Discovery redefines how businesses manage their IT assets. Explore the details: device42.com/blog/2024/12/12… #ITSolutions #Device42
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🔍 You can’t manage what you can’t see. Freshservice Advanced ITAM, powered by Device42, gives you full visibility and control over your IT assets. Learn more about comprehensive IT infrastructure visibility : bit.ly/3EQ5cnf
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IT teams need more than just a static inventory. They need real-time insights and automated discovery to stay ahead. Learn how Freshservice Device42 uncomplicates IT asset management—eliminating blind spots, cutting costs, and reducing risks. freshworks.com/theworks/comp…

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In 2024, a total of 144 acquisitions were recorded. 𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝟮𝟬𝟮𝟰: * @oyorooms acquired @G6Hospitality for $525 million. * @zomato purchased @Paytm movies and ticketing arm, 𝗣𝗮𝘆𝘁𝗺 𝗜𝗻𝘀𝗶𝗱𝗲𝗿, for $244 million. * @FreshworksInc acquired @device42 for $230 million. * 𝗡𝗜𝗜𝗙 secured a majority stake in iBUS with a $200 million deal. Get the complete report: thekredible.com/reports/deta… #Acquisitions #Oyo #Zomato #Paytm #PaytmInsider #Freshworks
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Resolve IT issues 10x faster with automated CMDB discovery and inventory. Join for a live #demo of Device42: okt.to/1soDjW #ITdiscovery #ITAM #hybridIT
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Happy #TestimonialThursday! A SourceForge reviewer of #Device42 raved that they are making smarter IT decisions soon after deploying. Start your free trial today: okt.to/oF1Hkq #IT #ITAM #insights
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Boost your IT agility with cloud migration! But managing hybrid resources can be complex. Fear not! Device42 provides the data you need to succeed. Read our whitepaper to learn more: okt.to/DzycRu #datacenter #migration #cloud #hybridIT
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