HubSpot, Inc.
466.12-3.50 (-0.75%)
Oct 29, 4:00:02 PM EDT · NYSE · HUBS · USD
Key Stats
Market Cap
24.56BP/E (TTM)
-Basic EPS (TTM)
-0.23Dividend Yield
0%Recent Filings
8-K
HubSpot Q2 revenue up 19%
HubSpot reported Q2 2025 revenue of $760.9 million, up 19% year-over-year, with subscription revenue hitting $744.5 million. Non-GAAP operating income rose to $129.1 million, while GAAP net loss narrowed to $3.3 million. Customers grew 18% to 267,982; billings surged 26%. Q3 revenue guidance: $785-787 million. AI innovations drive expansion, yet stock-based costs pressure GAAP results.
10-Q
Q2 FY2025 results
HubSpot's Q2 revenue climbed 19% year-over-year to $760.9M, with subscription revenue up 19% to $744.5M, while gross margin held steady at 84%. Operating loss narrowed slightly to $24.6M from $23.9M a year ago, but net loss widened to $3.3M due to a $9.7M tax expense versus a $11.8M benefit last year. Acquisitions of Frame AI in January for $50.9M cash (recognizing $45.0M goodwill and $6.3M finite-lived intangibles amortized over 5 years) and Dashworks in May for $17.8M cash (recognizing $16.7M goodwill and $1.6M finite-lived intangibles over 5 years) bolstered AI capabilities. Cash and equivalents rose to $601.2M, with operating cash flow at $325.9M for the half-year; the 2025 Notes were fully settled. Free cash flow came in strong. Competition from AI-savvy rivals remains a key risk.
8-K
HubSpot declassifies board
HubSpot stockholders approved the Eighth Amended and Restated Certificate of Incorporation on June 4, 2025, declassifying the board and eliminating supermajority voting provisions, with the changes effective immediately upon filing in Delaware. The board simultaneously adopted amended bylaws mirroring these governance shifts. This enhances shareholder influence. Yet risks persist if future votes polarize.
10-Q
Q1 FY2025 results
HubSpot's Q1 FY2025 revenue climbed 16% year-over-year to $714.1M, driven by subscription growth to $698.7M amid a customer base expanding to 258,258, though average revenue per customer dipped slightly due to demand for lower-priced Starter products. Gross profit hit $599.0M for an 84% margin, steady from last year, while operating expenses rose 15% to $626.5M, fueled by R&D investments in AI features, yielding a $27.5M operating loss—up from $23.2M—largely from $116.7M in stock-based compensation. Operating cash flow strengthened to $161.6M, supporting free cash flow of $118.0M after $43.6M in capex (derived), with cash and equivalents at $625.0M and short-term investments at $1.4B; total debt fell to $368.9M following $89.8M in 2025 Notes conversions. The January 2025 Frame AI acquisition for $50.9M cash added $45.0M in goodwill and $6.3M in five-year intangibles, enhancing conversation intelligence. Diluted EPS of -$0.42 aligns with basic on 52.2M shares, anti-dilutive due to the net loss. Yet competition from AI-savvy rivals sharpens pricing pressures.
8-K
HubSpot's Q1 growth and buyback
HubSpot reported Q1 2025 revenue of $714.1 million, up 16% year-over-year, with subscription revenue hitting $698.7 million and customers growing 19% to 258,258, yet average revenue per customer dipped 4%. The board authorized a $500 million share repurchase program over 12 months, while Brian Halligan stepped down as Executive Chairperson to become a non-executive director, with Lorrie Harrington taking the helm. Guidance projects full-year revenue of $3.036-$3.044 billion. Repurchases remain flexible amid market swings.
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