Earnings summaries and quarterly performance for HUBSPOT.
Executive leadership at HUBSPOT.
Board of directors at HUBSPOT.
Research analysts who have asked questions during HUBSPOT earnings calls.
Bradley Sills
Bank of America
5 questions for HUBS
Also covers: ADBE, BILL, CRM +14 more
Gabriela Borges
Goldman Sachs
5 questions for HUBS
Also covers: AVPT, BIGC, BRZE +20 more
Mark Murphy
JPMorgan Chase & Co.
5 questions for HUBS
Also covers: ADBE, AKAM, CFLT +23 more
Samad Samana
Jefferies
5 questions for HUBS
Also covers: ADP, ALRM, AUDC +19 more
Arjun Bhatia
William Blair
4 questions for HUBS
Also covers: AMPL, BAND, BRZE +19 more
Brian Peterson
Raymond James Financial
4 questions for HUBS
Also covers: BIGC, BLKB, BOX +18 more
Jackson Ader
KeyBanc Capital Markets
4 questions for HUBS
Also covers: AKAM, AMPL, ASAN +13 more
Keith Bachman
BMO Capital Markets
4 questions for HUBS
Also covers: ACN, ADBE, CHKP +16 more
Michael Turrin
Wells Fargo
4 questions for HUBS
Also covers: ADBE, ADSK, CFLT +29 more
Aleksandr Zukin
Wolfe Research
3 questions for HUBS
Also covers: ADBE, DAY, DOCU +20 more
Brent Bracelin
Piper Sandler Companies
3 questions for HUBS
Also covers: ADBE, AMPL, ASAN +20 more
Rishi Jaluria
RBC Capital Markets
3 questions for HUBS
Also covers: AKAM, BOX, COUR +19 more
S. Kirk Materne
Evercore ISI
3 questions for HUBS
Also covers: ADBE, AVPT, BLKB +16 more
Tyler Radke
Citigroup Inc.
3 questions for HUBS
Also covers: ADBE, ADSK, AMPL +22 more
Alex Zukin
Wolfe Research LLC
2 questions for HUBS
Also covers: ADBE, ASAN, CFLT +25 more
Brett Huff
Stephens Inc.
2 questions for HUBS
Also covers: BRZE, CSGP, DOMO +2 more
Elizabeth Elliott
Morgan Stanley
2 questions for HUBS
Also covers: ADSK, AMPL, CXM +8 more
Elizabeth Porter
Morgan Stanley
2 questions for HUBS
Also covers: ADSK, AMPL, CXM +12 more
Hoi-Fung Wong
Oppenheimer & Co. Inc.
2 questions for HUBS
Also covers: ADSK, BILL, GDDY +7 more
Joshua Reilly
Needham & Company
2 questions for HUBS
Also covers: AEYE, ASUR, AUDC +15 more
J. Parker Lane
Stifel
2 questions for HUBS
Also covers: BLKB, KVYO, QTWO +1 more
Taylor McGinnis
UBS
2 questions for HUBS
Also covers: ADSK, AMPL, ASAN +15 more
David Hynes
Canaccord Genuity Group Inc.
1 question for HUBS
Also covers: BIGC, BRZE, EVCM +17 more
Nicholas Altmann
Scotiabank
1 question for HUBS
Also covers: AMPL, APPN, BRZE +8 more
Ryan MacWilliams
Barclays
1 question for HUBS
Also covers: AUDC, BAND, BRZE +16 more
Recent press releases and 8-K filings for HUBS.
HubSpot Discusses AI Strategy, Growth Levers, and Profitability Targets
HUBS
Product Launch
Revenue Acceleration/Inflection
Share Buyback
- HubSpot's AI strategy focuses on embedding AI across its platform, delivering agents (Customer, Prospecting, Data), and introducing a Breeze Assistant to help small and medium businesses grow.
- The company's monetization approach for AI is a hybrid model, combining seat-based pricing for embedded AI and Core Seats with usage-based credits for agents, with half of current credit consumption coming from the Customer Agent.
- Key growth levers include strong multi-hub adoption, with over 90% of customers using multiple hubs, and a successful upmarket strategy targeting companies with 500 to 2,000 employees.
- HubSpot has observed an improvement in Net New ARR since its low in Q1 2023, which is anticipated to drive future revenue growth, and expects tailwinds from 2024 pricing changes rolling through its installed base in 2025 and 2026.
- The company aims for a medium-term 25% operating margin and has engaged in capital allocation through tuck-in M&A, such as Frame, Dashworks, and Cacheflow, and completed a $500 million share buyback.
Dec 10, 2025, 6:25 PM
HubSpot Discusses AI Strategy, Growth Levers, and Financial Outlook
HUBS
Product Launch
New Projects/Investments
Share Buyback
- HubSpot's AI strategy is threefold: embedding AI across its platform, delivering specialized agents (Customer, Prospecting, Data), and providing a Breeze Assistant, with a hybrid monetization model combining seat-based pricing and usage-based credits.
- The company is experiencing strong multi-hub adoption and is successfully moving upmarket, targeting businesses with 500 to 2,000 employees through product enhancements, partner ecosystem alignment, and brand awareness.
- HubSpot's Net New ARR has consistently improved since its low in Q1 2023, surpassing revenue in the second half of 2024, indicating strengthening underlying growth levers.
- The company is committed to balanced growth and profitability, with operating margins increasing from 10% to over 18% this year and a medium-term target of 25%. Capital allocation includes tuck-in M&A and a recently completed $500 million share buyback.
Dec 10, 2025, 6:25 PM
HubSpot Outlines AI Strategy, Growth Levers, and Financial Outlook
HUBS
Product Launch
Revenue Acceleration/Inflection
Share Buyback
- HubSpot's AI strategy is focused on embedding AI across its platform, delivering specialized agents (Customer, Prospecting, Data), and providing a Breeze Assistant.
- The company utilizes a hybrid monetization model for AI, combining seat-based pricing with usage-based credits, and prioritizes value delivery before monetization.
- Key growth drivers include multi-hub adoption (with over 89% of customers using multiple hubs) and a strategic focus on the upmarket segment (customers with 500-2,000 employees).
- HubSpot aims for a 25% operating margin in the medium term, having increased from 10% to nearly 18% this year, and completed a $500 million share buyback.
- Net New ARR has shown consistent improvement since its low in Q1 2023, surpassing revenue in the second half of 2024, signaling future revenue growth acceleration.
Dec 10, 2025, 6:25 PM
Outset Secures $30 Million Series B Funding
HUBS
New Projects/Investments
Revenue Acceleration/Inflection
- Outset, an AI-moderated research platform, announced a $30 million Series B funding round on December 10, 2025, bringing its total funding to $51 million.
- The funding was led by Radical Ventures, with participation from M12 (Microsoft’s Venture Fund), Y Combinator, Adverb Ventures, and 8VC.
- This capital will be used to launch the world's first AI-native Customer Experience Management platform and accelerate revenue growth, global expansion, and the rollout of always-on discovery products.
- Outset achieved 8x revenue growth in 2025 and serves leading brands including Microsoft, WeightWatchers, Nestlé, Uber, and HubSpot.
Dec 10, 2025, 4:55 PM
HubSpot CEO Discusses AI Strategy, Monetization, and Data Advantages
HUBS
Product Launch
New Projects/Investments
- HubSpot's AI strategy focuses on serving small and medium businesses (SMBs) by embedding AI into all products and offering specialized agents such as Customer Agent, Prospecting Agent, and Data Agent.
- The company differentiates its AI offerings through deep domain expertise in SMB needs and the rich context derived from its 280,000 customers across marketing, sales, and service.
- HubSpot employs a hybrid monetization strategy for AI, charging through existing seats for assistive AI features and through credits for agent-driven work that performs actions for customers.
- The DataHub is critical to HubSpot's AI roadmap, as it facilitates pulling external data, improving data quality, and providing a workspace for data manipulation, serving as a foundational element for AI operations.
- HubSpot believes it holds a significant advantage over AI-native companies due to its established agentic platform, ability to leverage customer scale for feedback, and a robust partner ecosystem.
Nov 19, 2025, 9:30 PM
HubSpot Details AI Strategy, Monetization, and Market Adaptation
HUBS
Product Launch
New Projects/Investments
- HubSpot's AI strategy focuses on embedding AI into all products for small and medium businesses (SMBs), leveraging its 280,000 customer base and extensive context to differentiate its offerings. The company has launched three featured agents: Customer Agent, Prospecting Agent, and Data Agent, along with a Breeze Assistant copilot.
- The company employs a hybrid monetization model for AI, charging through both seats for embedded features and credits for agent-driven tasks such as customer support, prospecting, and data cleanup. The Customer Agent is currently the leading area for credit consumption, with over 6,000 customers resolving over 60% of their tickets using it.
- HubSpot has rebranded OpsHub to Data Hub, positioning it as a foundational component for AI features by pulling external data, improving data quality, and providing a workspace for AI operations, which is crucial for enhanced AI workflows across its Marketing and Sales Hubs.
- To address the impact of AI on SEO, HubSpot has diversified its marketing channels since 2022, focusing on YouTube, podcasts, and email newsletters, and offers a "Loop" playbook to help customers adapt to these changes and utilize Answer Engine Optimization (AEO).
Nov 19, 2025, 9:30 PM
HubSpot Discusses AI Strategy, Monetization, and Competitive Advantages at Wells Fargo Conference
HUBS
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- HubSpot's AI strategy focuses on applying powerful AI to small and medium businesses (SMBs) by embedding AI into all products and developing specialized agents such as the Customer Agent, Prospecting Agent, and Data Agent.
- The company's AI monetization strategy is hybrid, utilizing both seats and credits; credits are consumed by agent work, with the Customer Agent currently leading in consumption, helping over 6,000 customers resolve over 60% of their tickets.
- HubSpot has rebranded OpsHub to DataHub, emphasizing its critical role in pulling data, improving data quality, and providing a workspace essential for its broader AI roadmap and multi-hub strategy.
- HubSpot believes its existing agentic platform, large customer base for feedback, and 7,000-partner ecosystem provide a significant advantage over AI-native companies in the competitive landscape.
- In response to changes in SEO and AI overviews, HubSpot has diversified its marketing channels, with leads from YouTube channels growing 80-90% year over year, and has introduced "Loop" to help customers adapt their lead generation strategies.
Nov 19, 2025, 9:30 PM
HubSpot Reports Q3 2025 Results and Provides Q4 and Full Year 2025 Guidance
HUBS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For Q3 2025, HubSpot reported Total Revenue of $810 million, marking a 21% increase year-over-year, and Operating Profit of $161 million, up 29%. The company's Gross Profit Margin was 85% and Operating Profit Margin was 20%.
- HubSpot provided guidance for Q4 2025, expecting Total Revenue between $828 million and $830 million and Operating Profit between $183 million and $184 million.
- For the full year 2025, the company anticipates Total Revenue between $3,113 million and $3,115 million and Operating Profit between $574 million and $575 million.
- HubSpot's strategy is centered on being the #1 AI-powered customer platform for scaling companies, with current growth levers delivering results and emerging levers gaining traction through AI value delivery and pricing model changes.
- The company reported 279k customers in Q3 2025, demonstrating a 26% Compound Annual Growth Rate (CAGR) from Q1 2019.
Nov 5, 2025, 9:30 PM
HubSpot Reports Strong Q3 2025 Results and Provides Q4/FY 2025 Guidance
HUBS
Earnings
Guidance Update
Product Launch
- HubSpot reported Q3 2025 revenue of $810 million, an 18.4% year-over-year increase in constant currency, achieving a 20% operating margin. The company added 10,900 net new customers, bringing its total customer base to nearly 279,000.
- The company's growth was driven by platform consolidation, multi-hub adoption, and up-market momentum, with 43% of Pro Plus installed base by ARR now subscribing to three core hubs and 39% owning four or more hubs. Deals over $5,000 monthly recurring revenue grew 35% year-over-year.
- HubSpot launched over 200 new updates and products at its Inbound conference, including Data Hub and enhanced AI agents, and became the first CRM to connect directly with ChatGPT, Claude, and Gemini. The company also announced an agreement to acquire XFunnel to improve brand visibility in AI-generated answers.
- For Q4 2025, total as-reported revenue is projected to be in the range of $828-$830 million, with non-GAAP diluted net income per share expected between $2.97-$2.99. For the full year 2025, total as-reported revenue is anticipated to be $3.113-$3.115 billion, and non-GAAP diluted net income per share is expected to be between $9.60-$9.62.
Nov 5, 2025, 9:30 PM
HubSpot Reports Strong Q3 2025 Results and Provides Q4 and Full-Year Guidance
HUBS
Earnings
Guidance Update
Product Launch
- HubSpot reported Q3 2025 revenue of $810 million, an 18.4% year-over-year increase in constant currency, and achieved a 20% operating margin.
- The customer base expanded to nearly 279,000, with 10,900 net new customers added in Q3, representing 17% year-over-year growth.
- Key growth drivers include platform consolidation, multi-hub adoption, and up-market momentum, with deals over $5,000 monthly recurring revenue growing 35% year over year.
- For Q4 2025, HubSpot expects revenue between $828-$830 million and non-GAAP diluted net income per share between $2.97-$2.99.
- The company also updated its full-year 2025 revenue guidance to $3.113-$3.115 billion and non-GAAP diluted net income per share to $9.60-$9.62.
Nov 5, 2025, 9:30 PM
Quarterly earnings call transcripts for HUBSPOT.
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