UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER 001-36680 HubSpot, Inc. (Exact name of registrant as specified in its charter) Delaware 20-2632791 (State or other jurisdiction of i ...

Financial Highlights: Revenue Operating Income (Loss) Net Income (Loss) Balance Sheet and Cash Flow HubSpot Reports Q1 2025 Results CAMBRIDGE, MA (May 8, 2025) — HubSpot, Inc. (NYSE: HUBS), the customer platform for scaling companies, today announced financial results for the first quarter ended March 31, 2025. Exhibit 99.1 Additional Recent Business Highlights Page | 1 ● Total revenue was $714.1 million, up 16% on an as-reported basis and 18% in constant currency compared to Q1'24. o Subscription revenue w ...

Core Insights - HubSpot (HUBS) is expected to report quarterly earnings of $1.74 per share, a 3.6% increase year-over-year, with revenues forecasted at $699.18 million, reflecting a 13.2% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of projections [1][2] - Analysts predict significant growth in key metrics, including subscription revenues and total customers, which are crucial for understanding HubSpot's performance [3] Revenue Estimates - Estimated 'Revenues- Subscription' is projected at $684.96 million, showing a 13.4% increase from the prior-year quarter [4] - 'Revenues- Professional services and other' are expected to reach $14.23 million, indicating a 4.5% year-over-year change [4] Customer Metrics - Total Customers are projected to reach 257,242, up from 216,840 in the same quarter last year [4] Average Revenue Metrics - 'Average Subscription Revenue per Customer' is estimated at $10,947.53, down from $11,447 in the same quarter last year [5] - 'Gross margin (Non-GAAP)- Subscription' is expected to be $601.76 million, compared to $529.92 million a year ago [5] Stock Performance - Over the past month, HubSpot shares have increased by 26.8%, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.4% [6]

The market expects HubSpot (HUBS) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on M ...

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Core Insights - Sinch has been recognized as an Essential App for HubSpot, enhancing its strategic partnership and coinciding with the launch of HubSpot's Custom Channels API [1][2][4] - The integration allows businesses to manage RCS, SMS, and MMS communications alongside other messaging channels in a unified inbox, improving customer engagement [2][3] - Sinch's focus on co-innovation and customer-first solutions is highlighted through this partnership, aiming to enhance the overall customer communication experience [3][4] Company Overview - Sinch is pioneering communication through its Digital Customer Communications Cloud, emphasizing ease of use in business messaging [1] - The partnership with HubSpot reflects a long-standing relationship based on shared values of innovation and collaboration [4] Product Features - The new integration enables businesses to track and respond to text messages within HubSpot's Conversations Inbox, centralizing customer communications [3] - This integration aims to improve internal collaboration and provide more personalized customer experiences [3][4]

HubSpot (HUBS) shares rallied 12.7% in the last trading session to close at $549.05. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 17.5% loss over the past four weeks.HubSpot is witnessing growing user engagement across its customer relationship management platform. The company is steadily advancing its AI capabilities through continuous innovation and strategic buyouts. HubSpot’s conversational AI tool, Br ...

Group 1 - HubSpot (NYSE: HUBS) is recognized as a high-quality company primarily serving small and medium-sized businesses (SMBs) [1] - The company is noted for its strong and differentiated generative AI features that enhance personalization [1] - Despite being fairly valued, HubSpot does not meet the criteria for inclusion in the investment portfolio of the analyst [1] Group 2 - The focus of the analyst is on long-term buy-and-hold strategies, particularly in technology stocks [1] - The analyst has a background in industrial engineering and is influenced by the quality investing approach [1]

Core Viewpoint - HubSpot Inc reported strong fourth-quarter results, leading to a positive market reaction with shares climbing in early trading. Analysts noted solid performance and improvements in demand, with revenue exceeding estimates by $30 million [1][2]. Financial Performance - HubSpot's fourth-quarter revenues reached $703.2 million, reflecting a year-on-year growth of 20.8%. Earnings per share were reported at $2.32, surpassing consensus estimates [4][6]. - Subscription revenue grew by 20.5%, while professional services revenue saw a significant increase of 35.6% [4]. - The company's full-year revenue guidance indicates a growth of 13.8%, slightly below the Street's expectation of 14.0% [5]. Analyst Ratings and Price Targets - Piper Sandler maintained a Neutral rating, raising the price target from $640 to $808 [2]. - Needham reaffirmed a Buy rating, increasing the price target from $730 to $900 [4]. - RBC Capital Markets maintained an Outperform rating, raising the price target from $825 to $950 [6]. - Oppenheimer reiterated an Outperform rating, lifting the price target from $850 to $900 [7]. AI and Growth Potential - Management highlighted that AI is driving higher multi-cloud attach rates, with over 50% unit attach-rate of Content Hub to Marketing Hub, indicating optimism around new AI products [3]. - The attach rate for Content Hub increased significantly from 13% to 54% through 2024, suggesting potential for further growth [8]. - Analysts noted that HubSpot is well-positioned for re-accelerating revenue growth, particularly in Q1, as the company continues to innovate and execute effectively [5][7]. Market Reaction - Following the positive earnings report, HubSpot's shares rose by 5.23% to $826.28 [9].