HubSpot (HUBS) Surpasses Q2 Earnings and Revenue Estimates

Core Insights - HubSpot reported quarterly earnings of $2.19 per share, exceeding the Zacks Consensus Estimate of $2.12 per share, and showing an increase from $1.94 per share a year ago, resulting in an earnings surprise of +3.30% [1] - The company achieved revenues of $760.87 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.92% and up from $637.23 million year-over-year [2] - HubSpot has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.50, with expected revenues of $772.03 million, and for the current fiscal year, the consensus EPS is $9.35 on revenues of $3.03 billion [7] - The stock has underperformed the market, losing about 29.4% since the beginning of the year compared to the S&P 500's gain of 7.1% [3] Industry Context - The Internet - Software industry, to which HubSpot belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Braze, Inc. (BRZE), is expected to report quarterly earnings of $0.03 per share, reflecting a year-over-year decline of -66.7%, with revenues projected at $171.6 million, up 17.9% from the previous year [9]