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    David Hynes Jr. • Canaccord Genuity

    David Hynes Jr.'s questions to Freshworks Inc (FRSH) leadership

    David Hynes Jr.'s questions to Freshworks Inc (FRSH) leadership • Q2 2025

    Question

    David Hynes Jr. inquired about the consumption pace of AI Agent session packs relative to forecasts and questioned the implied Q3 growth rate for the Employee Experience (EX) business, which seemed conservative.

    Answer

    CEO Dennis Woodside explained that while it's early for the new agentic AI platform launched in June, overall AI adoption is at or ahead of expectations, with CoPilot showing strong traction. COO & CFO Tyler Sloat clarified that while not confirming specific calculations, the EX growth outlook reflects the anniversary of the Device 42 acquisition and continued strength in the underlying business.

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    David Hynes Jr.'s questions to ServiceTitan Inc (TTAN) leadership

    David Hynes Jr.'s questions to ServiceTitan Inc (TTAN) leadership • Q1 2026

    Question

    David Hynes Jr. from Canaccord Genuity requested an update on the commercial business, focusing on bookings, pipeline, and product maturity for construction-related use cases.

    Answer

    CEO Ara Mahdessian confirmed that commercial bookings and go-lives are performing well, highlighting four major go-lives in April. President Vahe Kuzoyan added that the product roadmap is focused on key construction capabilities like crew management, RFIs, and project financials, with significant advancements expected later in the year.

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    David Hynes Jr.'s questions to ServiceTitan Inc (TTAN) leadership • Q1 2026

    Question

    David Hynes Jr. from Canaccord Genuity requested an update on the commercial segment, focusing on bookings, pipeline, and product roadmap maturity.

    Answer

    CEO Ara Mahdessian confirmed that commercial bookings and go-lives are performing well, citing four major go-lives as a key milestone. President Vahe Kuzoyan added that product development is focused on construction workflows and that significant advancements are expected later in the year.

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