HubSpot, Inc.'s Stock Analysis

HubSpot Reports Q2 2025 Financial Results and Guidance

HubSpot, Inc. reported total revenue of $760.9 million for the second quarter of 2025, reflecting a 19% increase compared to the same period in 2024. Subscription revenue accounted for $744.5 million, also up 19%, while professional services and other revenue rose by 21% to $16.3 million. The company posted a GAAP operating loss of $24.6 million, slightly higher than the previous year's loss of $23.9 million. Non-GAAP operating income increased to $129.1 million, up from $109.3 million in Q2 2024, with a non-GAAP net income of $117.3 million, translating to $2.23 per share, compared to $103.5 million or $2.03 per share in the prior year.

As of June 30, 2025, HubSpot's cash and investments totaled $1.9 billion, and the company repurchased $125 million of its common stock during the quarter. HubSpot anticipates Q3 2025 revenue to be between $785 million and $787 million, representing a 17% year-over-year increase. For the full year, the expected revenue range is $3.080 billion to $3.088 billion, also reflecting a 17% growth. Non-GAAP net income per share for Q3 is projected to be between $2.56 and $2.58, while the full year estimate is between $9.47 and $9.53 per share.

Aug 06, 2025 16:27:18

HubSpot Reports Q1 2025 Results with Revenue Growth

HubSpot, Inc. announced its financial results for the first quarter of 2025, reporting total revenue of $714.1 million, which represents a 16% increase compared to the same quarter in 2024. Subscription revenue accounted for $698.7 million, also up 16%, while professional services and other revenue rose by 13% to $15.4 million. The company reported a GAAP operating loss of $27.5 million, compared to a loss of $23.2 million in Q1 2024, and a GAAP net loss of $21.8 million, or $0.42 per share, contrasting with a net income of $5.9 million, or $0.12 per share, in the prior year. Non-GAAP net income for the quarter was $95.9 million, or $1.84 per share, up from $89.1 million, or $1.76 per share, in Q1 2024.

Additionally, HubSpot's customer base grew to 258,258, marking a 19% increase year-over-year. The company generated $161.6 million in cash from operating activities, an increase from $127.1 million in the same quarter last year. HubSpot's Board of Directors has also authorized a share repurchase program of up to $500 million over the next 12 months. The company expects total revenue for Q2 2025 to be between $738 million and $740 million, reflecting a 16% year-over-year growth.

May 08, 2025 16:15:31

HubSpot Reports $703.2 Million Revenue for Q4 2024

HubSpot reported a total revenue of $703.2 million for the fourth quarter of 2024, marking a 21% increase compared to the same period last year. Subscription revenue also rose by 21% to $687.3 million, while professional services and other revenue grew by 36%. The company achieved a GAAP net income of $4.9 million, a significant improvement from a net loss of $12.4 million in Q4 2023. Additionally, operating cash flow increased to $194.1 million from $104.3 million in the previous year, showcasing strong cash generation capabilities.

On the downside, HubSpot reported a GAAP operating loss of $10.8 million for Q4 2024, although this was an improvement from the $23.2 million loss in Q4 2023. The average subscription revenue per customer slightly decreased by 0.5% compared to the previous year, raising concerns about customer value retention. Furthermore, the company's GAAP operating margin remained negative at (1.5%), indicating ongoing challenges in achieving profitability despite the revenue growth.

Feb 12, 2025 16:10:08

HubSpot Reports $669.7 Million Revenue for Q3 2024

HubSpot, Inc. reported a total revenue of $669.7 million for the third quarter of 2024, marking a 20% increase from the same quarter last year. Subscription revenue also rose 20%, reaching $654.7 million, while professional services revenue grew by 28% to $15 million. The company achieved a GAAP net income of $8.1 million, compared to a net loss of $3.6 million in Q3 2023, and a significant increase in non-GAAP operating income to $125.2 million from $92.1 million year-over-year. Additionally, HubSpot's customer base expanded to 238,128, a 23% increase from the previous year. However, the average subscription revenue per customer decreased by 2%, indicating potential challenges in upselling or retaining higher-value customers. Furthermore, the company reported a GAAP operating loss of $9.6 million, though this was an improvement from the loss of $18.6 million reported in the same quarter of the previous year.

Nov 06, 2024 16:16:56

HubSpot Reports Strong Q2 2024 Growth and Profitability

HubSpot's Q2 2024 results show a 20% revenue increase to $637.2 million, with significant improvements in operating margins. The company reduced its net loss to $14.4 million from $111.8 million a year prior. Customer growth reached 228,054, up 23%, although average revenue per customer slightly declined. HubSpot projects continued revenue growth for Q3 and the full year, highlighting a strong focus on innovation and customer satisfaction.

Aug 07, 2024 16:15:10

HubSpot Q1 2024 Results: Revenue Growth and Improved Operating Margins

HubSpot reported a 23% increase in total revenue, with operating margins showing improvement. Net income turned positive, with strong cash flow generation. Customer base grew by 22%. The CEO highlighted the company's ease of use and value delivery. Future outlook projects continued revenue growth and profitability. HubSpot aims to drive long-term growth by setting industry standards. Non-GAAP financial measures were discussed, and a conference call is scheduled. The company's platform focuses on customer growth through AI-powered solutions.

May 08, 2024 16:30:25

HubSpot Reports Strong Revenue Growth and Positive Cash Flow in Q4 2023

HubSpot Inc. reported a 24% increase in total revenue for Q4 2023, reaching $581.9 million, and a 25% increase for the full year 2023, reaching $2.17 billion. The company also saw positive cash flow, with $104.3 million generated in Q4 2023 and $351.0 million in 2023. Additionally, the company grew its customer base by 23% and plans to introduce a new seats-based pricing model in 2024 to drive customer acquisition and product innovation.

Feb 14, 2024 16:15:25

HubSpot to Acquire B2B Intelligence Leader, Clearbit

HubSpot, the customer platform for scaling businesses, has announced its acquisition of Clearbit, a top B2B data provider, to enhance its customer intelligence capabilities. With Clearbit's rich third-party company data, HubSpot aims to become the central source of truth for go-to-market professionals, providing comprehensive context about customers and prospects. The combination of HubSpot's AI-powered customer platform and Clearbit's data will enable HubSpot customers to easily understand their data and gain actionable insights. Clearbit will become a wholly owned subsidiary of HubSpot and will eventually be integrated into HubSpot's customer platform.

Nov 01, 2023 09:03:48