Revenue segments as reported by the company.

Subscription

Professional services and other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Sales and marketing

General and administrative

Restructuring

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

HubSpot

HubSpot, Inc. develops Internet marketing software solutions. The firm operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

HubSpot reports robust Q4 performance, focuses on growth strategies

HubSpot's Q4 2022 performance showcased strong revenue growth, customer expansion, and a strategic focus on profitable growth despite challenges from restructuring and macro conditions.
The company's strengths lie in its core hubs' momentum, customer satisfaction, and leadership in Marketing and Sales, positioning it well for future growth opportunities.
While facing challenges in restructuring impact and balancing growth with profitability, HubSpot is actively pursuing opportunities in deepening offerings, bimodal strategy success, and long-term innovation.
Overall, HubSpot's performance, strengths, challenges, and opportunities indicate a resilient approach to navigating market dynamics and driving sustainable growth in 2023.

HubSpot reports robust Q1 performance amidst AI integration focus

HubSpot's Q1 2023 earnings call highlighted strong financial performance, success in AI integration, and challenges in a tough macro environment.
The company's focus on empowering SMBs with generative AI tools, driving durable growth, and enhancing customer value through platform consolidation were key themes.
Opportunities lie in AI advancements, vendor consolidation, partner ecosystem changes, and up-market sales strategies for HubSpot's future growth.
Addressing challenges in retention rates, margin performance, and revenue growth drivers, HubSpot aims to navigate complexities and drive profitability.

HubSpot reports robust Q2 growth, eyes AI integration for future

HubSpot's Q2 2023 performance reflects strong revenue growth, customer expansion, and product innovation, underpinned by a competitive go-to-market strategy.
While facing challenges in billings growth and net customer additions, the company's focus on sustainability, AI integration, and upmarket momentum positions it well for future success.
Opportunities lie in AI monetization strategies, product enhancements, and strategic hiring to drive growth and navigate the evolving market landscape.
Overall, HubSpot's performance highlights resilience, innovation, and a customer-centric approach, setting the stage for continued growth and market leadership.

HubSpot reports robust Q3 growth, eyes Clearbit acquisition benefits

HubSpot's Q3 '23 performance showcased strong revenue growth, margin expansion, and financial stability.
The company's strategic strengths lie in its bimodal go-to-market approach, product innovation, and success in the SMB segment.
Challenges include navigating macro headwinds, post-acquisition impact clarity, and balancing growth with profitability.
Opportunities exist in pricing experiments, upmarket momentum, and leveraging Clearbit acquisition for enhanced customer insights.

HubSpot posts robust Q4 results, eyes growth amid pricing changes

HubSpot delivered strong Q4 performance with revenue growth and margin improvement, driven by customer expansion and product innovation.
While facing macroeconomic challenges, the company is focused on growth drivers and executing strategic pricing changes for sustained success.
Opportunities lie in market segment strategies, AI integration, and partner momentum, positioning HubSpot for continued growth and customer value.
Balancing growth metrics and pricing transitions will be key in navigating challenges and leveraging opportunities for future success.

HubSpot reports robust Q1 growth, focuses on AI integration

HubSpot's Q1 2024 performance reflects strong revenue and customer growth, driven by innovative strategies and product launches.
While facing macroeconomic challenges, the company is focused on AI integration, customer retention, and balancing growth with profitability.
Opportunities lie in expanding AI adoption, enhancing service offerings, and leveraging forecasting for strategic decision-making and sustainable growth.

HubSpot reports robust Q2 earnings, poised for growth and innovation

HubSpot's Q2 2024 performance reflects strong revenue growth, customer acquisition, and profitability, supported by innovative product launches and market responsiveness.
While facing challenges in the macro environment and pricing dynamics, the company's solid financial position and growth opportunities position it well for future success.
By focusing on product innovation, customer engagement, and strategic investments, HubSpot can navigate challenges and leverage opportunities for sustained growth and market leadership.
Overall, HubSpot's Q2 results and outlook demonstrate resilience, adaptability, and a strategic approach to driving growth and value creation for stakeholders.

HubSpot reports robust Q3 growth driven by AI innovation

HubSpot's Q3 2024 performance reflects strong revenue growth, operational efficiency gains, and customer expansion, positioning the company for continued success.
The focus on AI innovation, multi-hub wins, and product enhancements underscores HubSpot's commitment to driving customer value and market leadership.
While facing challenges in sustaining growth and integrating acquisitions, HubSpot's strategic strengths and opportunities in AI and customer expansion bode well for future growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot announced today that Andrew Anagnost, President and CEO at Autodesk, will join the company's Board of Directors, effective September 5.

HubSpot Announces Andrew Anagnost Joins Board of Directors

Etsy

The S&P 500 returned an average of 23.7% during the 12-month period following the last six Fed rate hike cycles. HubSpot is a leader in customer relationship management software for small and mid-market businesses, and it was recently recognized as the best global software company by an independent research firm.

This Stock Market Indicator Says the S&P 500 Is Headed Higher: 2 Growth Stocks to Buy Now Before the Rally

HubSpot (HUBS) reports higher revenues year over year in the second quarter of 2023, backed by greater customer engagement, product innovation and pricing optimization.

HubSpot's (HUBS) Q2 Earnings Beat Estimates on Solid Revenues

Although the revenue and EPS for HubSpot (HUBS) give a sense of how its business performed in the quarter ended June 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

HubSpot (HUBS) Reports Q2 Earnings: What Key Metrics Have to Say

HubSpot (HUBS) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.44 per share a year ago.

HubSpot (HUBS) Surpasses Q2 Earnings and Revenue Estimates

HubSpot, Inc. (NYSE:HUBS ) Q2 2023 Earnings Conference Call August 2, 2023 4:30 PM ET Company Participants Chuck MacGlashing - Head of Investor Relations Yamini Rangan - Chief Executive Officer Kate Bueker - Chief Financial Officer Dharmesh Shah - Co-Founder & Chief Technology Officer Conference Call Participants Samad Samana - Jefferies Elizabeth Porter - Morgan Stanley Mark Murphy - JPMorgan Rishi Jaluria - RBC Brian Peterson - Raymond James Ryan Krieger - Wolfe Research Brad Sills - Bank of America Gabriela Borges - Goldman Sachs Josh Riley - Needham & Company Joe Meares - Truist Michael Berg - Wells Fargo Michael Turits - KeyCorp Parker Lane - Stifel Adam Holets - BMO Capital Markets Kirk Materne - Evercore Taylor McGinnis - UBS Operator Hello, and welcome to the HubSpot Q2 2023 Earnings Call. My name is Alex, I'll be coordinating the call today.

HubSpot, Inc. (HUBS) Q2 2023 Earnings Call Transcript

HubSpot shares fell in after-hours trading on Wednesday despite the customer relationship management platform provider posting a second quarter earnings beat and raising its full-year guidance.  For 2Q, the company said its revenue rose 25% year-over-year to $529.1 million, above the consensus analyst expectation of $504.5 million, according to Zacks Consensus Estimate.

HubSpot stock tumbles as 2Q beat and raise fails to impress investors

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc. (NYSE: HUBS), the customer relationship management (CRM) platform for scaling companies, today announced financial results for the second quarter ended June 30, 2023. Financial Highlights: Revenue Total revenue was $529.1 million, up 25% compared to Q2'22. Subscription revenue was $517.7 million, up 26% compared to Q2'22. Professional services and other revenue was $11.5 million, up 23% compared to Q2'22. Operating Income (Loss) GAAP operating ma.

HubSpot Reports Q2 2023 Results

HubSpot (HUBS) is expected to report higher revenues year over year in the second quarter of 2023, driven by the growing adoption of its software solutions.

Will Healthy Revenue Growth Boost HubSpot (HUBS) Q2 Earnings?

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Remember The Game of Thrones? If I had to describe investing in stocks in only four words, it would be “The Game of Trends.

If You Can Only Buy One Tech Stock, It Better Be One of These 7 Names

HubSpot Inc. NYSE: HUBS cleared an area of four weeks of tight trade on July 11 and as of the close on July 21, was potentially back in buy range. Shares ended the session at $544.31, up $4.21, or 0.78%.

HubSpot Stock Enters Buy Zone Ahead Of Q2 Earnings Report

HubSpot stock has been on a tear, as it reported resilient growth so far this year despite economic worries. The company still has issues with profitability that should be considered.

Up Over 90% in 2023, Is It Too Late to Buy HubSpot Stock?

HubSpot's valuation is high, but the premium is fair, given the company's stellar performance and bright future prospects. The company's financial performance has been impressive, with massive revenue growth and stellar profitability metrics. As an aggressive growth company, HubSpot's stock is vulnerable to short-term volatility, so I recommend potential investors to dollar-average.

HubSpot: Buying A Good Company At A Fair Price

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, the customer relationship management (CRM) platform for scaling companies, announced today that it will report its second quarter 2023 financial results after the U.S. financial markets close on Wednesday, August 2, 2023. In conjunction with this report, HubSpot will host a conference call on Wednesday, August 2, 2023, at 4:30 p.m. Eastern Time (ET) to discuss the company's second quarter 2023 financial results and its business operations and outlook.

HubSpot to Announce Second Quarter 2023 Financial Results on August 2, 2023

Cloudflare

The S&P 500 rose sharply in the first half of the year, and that momentum could propel the index toward a new bull market. Cloudflare operates the fastest cloud network and it provides at least one service to 20% of the web.

History Says the Stock Market Is Headed Higher in 2023: 2 Remarkable Growth Stocks to Buy Before the Bull Market Begins

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An improving economy has led investors to jump back into high-potential tech stocks. Cost cuts made at the start of 2023 could drive higher profitability by the end of this year.

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Stock splits experienced a resurgence in popularity over the past few years, even amid the downturn. Many investor-favorite stocks have initiated stock splits, making them more affordable for everyday investors.

Stock Split Watch: 3 Incredible Growth Stocks That Could Split Their Shares in 2023

HubSpot (HUBS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why HubSpot (HUBS) Could Beat Earnings Estimates Again

The S&P 500 returned an average of 186% during the last nine bull markets. HubSpot is the leader in customer relationship management software for small businesses.

A Roaring Bull Market Is Coming: 2 Magnificent Growth Stocks to Buy Now and Hold Forever

Software maker HubSpot is the IBD Stock of the Day. HubSpot stock has soared in 2023 amid a rally in software companies.

HubSpot Stock Finds Support As 2023 Software Rally Looks For Second Wind

This stock is popping, but is it a buy or has the market gone too far?

Is HubSpot Stock a Buy?

HubSpot has been growing at an astonishing rate, even more so considering its already sizable market cap of $25 billion.

HubSpot Stock Takes Off As Supersized Growth, AI Hype Drive Returns

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Software has been one of the best industries to invest in. As Thoma Bravo states, the combination of high recurring revenues and profit margins makes it the best business in the world.

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The possibilities presented by generative artificial intelligence have created a veritable gold rush for everything AI. Estimates suggest the AI software market could hit $14 trillion by 2030.

News for HubSpot Stock (HUBS)