HubSpot, Inc.'s Stock Analysis

HubSpot Appoints Mike Berry to Board of Directors

Ron Gill will resign from HubSpot's Board of Directors effective June 30, 2026. His resignation is not due to any disagreement with the company. The Board has approved an increase in its size to 12 members, with Mike Berry appointed as a Class III director effective April 1, 2026. Berry will also join the Audit Committee and transition to Chair upon Gill's departure. His compensation will align with the company's non-employee director compensation policy, and an indemnification agreement will be established for him.

Mike Berry brings over 30 years of experience in finance and operations, previously serving as Chief Financial Officer at MongoDB and other technology firms. He is expected to contribute significantly to HubSpot's financial strategy and governance as the company continues to expand its operations globally. Berry's expertise in finance and understanding of AI's impact on technology will be leveraged as HubSpot scales its customer platform.

Apr 01, 2026 16:30:09

HubSpot Designates Federal Courts for Securities Disputes Resolution

On March 11, 2026, HubSpot's Board of Directors approved an amendment to the company's by-laws, establishing federal district courts in the United States as the exclusive forum for resolving complaints related to the Securities Act of 1933 and the Securities Exchange Act of 1934. This change is effective immediately and was made in response to recent amendments to Delaware's General Corporation Law concerning forum selection.

The amendment allows for an alternative forum only if HubSpot provides written consent. The full text of the By-law Amendment has been filed as an exhibit to the Current Report on Form 8-K, which can provide further details for investors interested in the implications of this change.

Mar 11, 2026 17:14:02

HubSpot Reports Revenue Growth and New Share Repurchase Program

HubSpot, Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, revealing a total revenue of $846.7 million for Q4 2025, a 20% increase compared to the same quarter in 2024. For the full year, total revenue reached $3.13 billion, up 19% year-over-year. The company reported a GAAP net income of $54.4 million for Q4 2025, significantly higher than the $4.9 million reported in Q4 2024. Additionally, the company generated $247.4 million in cash from operating activities in Q4 2025, compared to $194.1 million in the prior year quarter. The total customer count grew to 288,706, reflecting a 16% increase from the previous year.

The Board of Directors has authorized a share repurchase program allowing the company to buy back up to $1.0 billion of its common stock over the next 24 months. For the first quarter of 2026, HubSpot expects total revenue to be between $862 million and $863 million, indicating a year-over-year growth of 21%. The company also projects a non-GAAP operating income margin of 17% for the first quarter and an expected non-GAAP net income per share ranging from $2.46 to $2.48. For the full year 2026, total revenue is anticipated to be between $3.69 billion and $3.70 billion, with a projected non-GAAP operating income margin of 20%.

Feb 11, 2026 16:10:29

HubSpot Reports Q3 2025 Financial Results and Director Appointment

HubSpot, Inc. reported total revenue of $809.5 million for the third quarter of 2025, reflecting a 21% increase compared to the same period last year. Subscription revenue accounted for $791.7 million, also up 21%, while professional services and other revenue reached $17.8 million, a 19% increase. The company achieved a GAAP operating income of $11.2 million, improving from a loss of $9.6 million in Q3 2024. Net income for the quarter was $16.5 million, or $0.31 per share, compared to $8.1 million, or $0.16 per share, in the prior year. Cash flow from operations was reported at $187.4 million, up from $159.5 million in Q3 2024, with a cash balance of $1.7 billion as of September 30, 2025.

Additionally, HubSpot announced the appointment of Clara Shih to its Board of Directors, increasing the Board's size to 11 members. Ms. Shih's term will expire at the 2026 annual meeting of stockholders, and her compensation will align with the company’s existing non-employee director compensation policy. The company also noted a customer base growth to 278,880, a 17% increase year-over-year, and an average subscription revenue per customer of $11,578, up 3%. HubSpot expects total revenue for the fourth quarter of 2025 to range between $828 million and $830 million, representing an 18% year-over-year increase.

Nov 05, 2025 16:20:59

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