Countdown to HubSpot (HUBS) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS

Core Insights - HubSpot (HUBS) is expected to report quarterly earnings of $2.12 per share, a 9.3% increase year-over-year, with revenues projected at $739.26 million, reflecting a 16% year-over-year growth [1] - Analysts have revised the consensus EPS estimate upward by 2.3% over the past 30 days, indicating a collective reassessment of projections [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue and Customer Metrics - Subscription revenues are forecasted to reach $722.70 million, marking a 15.9% increase from the previous year [5] - Professional services and other revenues are estimated at $15.21 million, indicating a 13% year-over-year change [5] - The consensus estimate for total customers is 266,775, up from 228,054 in the same quarter last year [5] Additional Financial Metrics - Average Subscription Revenue per Customer is projected at $11,041.30, down from $11,215.00 reported in the same quarter last year [6] - Gross margin (Non-GAAP) for Subscription is expected to be $632.43 million, compared to $549.47 million in the same quarter of the previous year [6] - HubSpot shares have decreased by 7.4% over the past month, contrasting with a 2.3% increase in the Zacks S&P 500 composite [6]