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

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Margins

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

Research and development

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Year over year growth in Revenue and Operating Expenses.

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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

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q1 2023

Earnings data Q2 2023

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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.

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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.

HubSpot, Inc. (NYSE:HUBS ) Q2 2024 Earnings Conference Call August 7, 2024 4:30 PM ET Company Participants Ryan Burkart - Senior Director, 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 Mark Murphy - JPMorgan Brad Sills - Bank of America Merrill Lynch Alex Zukin - Wolfe Research Brent Bracelin - Piper Sandler Gabriela Borges - Goldman Sachs Elizabeth Porter - Morgan Stanley Dominique Manansala - Truist Parker Lane - Stifel Ken Wong - Oppenheimer Johnathan McCary - Raymond James Michael Berg - Wells Fargo Tyler Radke - Citigroup Arjun Bhatia - William Blair Siti Panigrahi - Mizuho Kirk Materne - Evercore ISI Eamon Coughlin - Barclays Taylor McGinnis - UBS Jackson Ader - KeyCorp Operator Good afternoon and welcome to the HubSpot Q2 2024 Earnings Call. My name is Harry and I will be your operator today.

HubSpot, Inc. (HUBS) Q2 2024 Earnings Call Transcript

HubSpot stock popped after the marketing software maker reported Q2 earnings and revenue that handily beat estimates.

HubSpot Jumps As Q2 Earnings, Revenue Handily Beat Estimates

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc. (NYSE: HUBS), the customer platform for scaling companies, today announced financial results for the second quarter ended June 30, 2024. Financial Highlights: Revenue Total revenue was $637.2 million, up 20% compared to Q2'23. Subscription revenue was $623.8 million, up 20% compared to Q2'23. Professional services and other revenue was $13.5 million, up 18% compared to Q2'23. Operating Income (Loss) GAAP operating margin was (3.8%), compared to (.

HubSpot Reports Q2 2024 Results

Hubspot stock sank after a proposed acquisition of the company fell through. Its recent financial results have been positive, and little has changed about the company's operational outlook.

With Shares Down Nearly 30%, Is Now the Time to Buy This Tech Software Stock?

Beyond analysts' top -and-bottom-line estimates for HubSpot (HUBS), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2024.

What Analyst Projections for Key Metrics Reveal About HubSpot (HUBS) Q2 Earnings

HubSpot (HUBS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

HubSpot (HUBS) Reports Next Week: Wall Street Expects Earnings Growth

AppLovin Corp

SPS Commerce

Adweek recently published sponsored content on digital tracking and cookies. If you follow tech stocks and the advertising business, there aren't many other topics that garner so much interest.

3 Tech Stocks Poised to Thrive in the Post-Digital-Tracking Era

I believe paying 38x forward operating profits for HubSpot, Inc. is too high a premium. Given the increased budget scrutiny and slower deal progression, I see significant near-term challenges for HubSpot. Competing with industry giants like Salesforce, HubSpot's valuation seems excessively optimistic and risky.

HubSpot: What To Do Post Google Fallout?

Advanced Micro Devices

CrowdStrike

As earnings season unfolds and several mega-cap tech stocks, including members of the "Magnificent Seven," have reported, the overall market and tech sector have seen significant declines in recent weeks. The XLK technology sector ETF has dropped nearly 6% this month and is now down over 10% from its recent 52-week highs.

Tech Stocks Tumble, These Stocks Present Buying Opportunity

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, the customer platform for scaling businesses, announced today that it will report its second quarter 2024 financial results after the U.S. financial markets close on Wednesday, August 7, 2024. In conjunction with this report, HubSpot will host a conference call on Wednesday, August 7, 2024, at 4:30 p.m. Eastern Time (ET) to discuss the company's second quarter 2024 financial results and its business operations and outlook. HubSpot Second Quarter 2024.

HubSpot to Announce Second Quarter 2024 Financial Results on August 7, 2024

C3.ai

BlackLine

Elastic N.V

Teradata

Upstart Holdings

Veritone

Everybody loves artificial intelligence. Okay, this is the Internet so let me clarify: I don't literally mean everybody.

7 Undervalued AI Stocks That You Need to Watch Right Now

Corsair Gaming

Nutanix

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies. `

Top 4 Tech Stocks That May Explode In July

The burgeoning demand for data center infrastructure keeps Advanced Micro Devices on track to reward shareholders. Small businesses love HubSpot's customer management software, which continues to support 20%-plus revenue growth.

2 Phenomenal Stocks to Buy on the Dip

Salesforce

Workday

Software-as-a-service (SaaS) stocks are gaining traction as the cloud computing revolution reshapes the way businesses operate. Leading this transformative wave, SaaS companies offer subscription-based access to essential applications and services.

3 High-Growth SaaS Stocks to Watch in July

Cigna

Spirit Airlines

Arvinas Inc

Flex Lng Ltd

Grifols, S.A.

CBRE Global Real Estate Income Fund

Inter & Co Inc

KKR Real Estate Finance Trust

Polestar Automotive Holding UK PLC

Rubrik Inc

We share 12 ideas published last week focused on stocks with less coverage on Seeking Alpha. Polestar Automotive Holding is seen as continuing to struggle with missed targets, high losses, and debt raises, warranting a sell. HubSpot faces volatility post-Google acquisition plans, while Grifols considers privatization amid debt concerns and shareholder issues.

Undercovered Dozen: Spirit Airlines, HubSpot, Cigna, First Quantum Minerals +

Amazon

Alphabet

Microsoft

Oracle

QUALCOMM

Trade Desk

The tech sector has been a reliable place to find stock ideas that outperform the market. This sector is heavily weighted in the S&P 500 and the Nasdaq Composite.

7 Tech Stocks Poised to Surge Higher by 2026

Google parent Alphabet is no longer interested in acquiring HubSpot. Alphabet's lack of interest points to potential integration problems and HubSpot's current price and profit profile, however, rather than the company's prospects.

1 Growth Stock Down 31% to Buy Right Now

Alibaba

Baidu

Cloud computing is key to modern technologies. Enterprises across industry verticals are pursuing digital transformation strategies in order to facilitate cost synergies.

3 Cloud Computing Stocks to Buy at 52-Week Lows in July

HubSpot offers small-business-oriented customer relationship management tools. Its stock outperformed the S&P 500 on a long-term basis.

Alphabet Reportedly Canceled Its Buyout of HubSpot. Does That Make HubSpot Stock a Buy?

Alphabet has reportedly dropped its bid to acquire HubSpot -- news that sent shares of the latter tumbling. While HubSpot has no trouble winning new customers, existing customers aren't expanding their spending.

The HubSpot Buyout Looks Dead: Is the Stock a Buy?

HubSpot had been rumored to be in acquisition talks with Google parent Alphabet this year. However, this week a report said that deal is off the table.

Why HubSpot Plunged Almost 20% on a Good Week for the Markets

For months, rumors persisted that Google, and perhaps others, were interested in buying HubSpot, a Boston-based CRM and marketing software company. HubSpot's market cap ballooned as the rumors persisted, eventually reaching over $30 billion.

Boston VCs are pleased that HubSpot will remain an independent company

Although company spokespersons have refused to comment on the market speculation, sources familiar with the proceedings have confirmed that Alphabet has shelved buyout plans for HubSpot (HUBS).

HubSpot (HUBS) Shares Fall as Alphabet Drops Buyout Plans

Google parent Alphabet has reportedly ended its efforts to acquire customer relationship management (CRM) company HubSpot. While Alphabet communicated its interest in a potential deal with HubSpot earlier this year, the discussions didn't progress to the due diligence stage, Bloomberg reported Wednesday (July 10), citing unnamed sources.

Report: Alphabet Backs Out of HubSpot Acquisition Talks

A media report said that Alphabet is abandoning efforts to acquire the customer relationship specialist. The takeover effort apparently fell apart in a fairly early stage of discussions.

News for HubSpot Stock (HUBS)