Core Insights - HubSpot, Inc. (HUBS) reported strong second-quarter 2025 results, with both revenue and net income exceeding Zacks Consensus Estimates [1][4][3] Revenue Performance - Quarterly revenues increased to $760.9 million from $637.2 million year over year, surpassing the Zacks Consensus Estimate of $738 million [4][9] - Subscription revenues rose to $744.5 million, up 19% year over year, exceeding the Zacks Consensus Estimate of $722.7 million [5][9] - Professional services and other revenues totaled $16.3 million, up from $13.5 million in the year-ago quarter, beating the Zacks Consensus Estimate of $15.21 million [6] Customer Growth - HubSpot added over 9,700 net new customers during the quarter, bringing the total customer count to 267,982, an 18% increase year over year [5][9] Profitability Metrics - On a GAAP basis, the company recorded a net loss of $3.3 million or a loss of 6 cents per share, an improvement from a net loss of $14.4 million or 28 cents per share in the prior year [3] - Non-GAAP net income was $117.3 million or $2.19 per share, up from $103.5 million or $1.94 per share in the prior-year quarter, beating the Zacks Consensus Estimate by 7 cents [3] Cash Flow and Liquidity - The company generated $164.4 million in cash from operating activities, compared to $117.8 million in the year-ago quarter [8][9] - As of June 30, 2025, HubSpot had $601.2 million in cash and cash equivalents [8] Future Outlook - For Q3 2025, HubSpot forecasts revenues between $785 million and $787 million, representing a 17% increase [10] - For the full year 2025, management estimates revenues between $3.08 billion and $3.088 billion, also up 17% year over year [11]

Core Viewpoint - HubSpot, Inc. reported strong first-quarter 2025 results, with adjusted earnings and revenues exceeding Zacks Consensus Estimates [1] Financial Performance - The company recorded a GAAP net loss of $21.8 million or a loss of $0.42 per share, compared to a net income of $5.9 million or $0.12 per share in the same quarter last year [3] - Non-GAAP net income was $95.9 million or $1.78 per share, an increase from $89.1 million or $1.68 per share year over year, beating the Zacks Consensus Estimate by $0.04 [3] - Quarterly revenues rose to $714.1 million from $617.4 million year over year, surpassing the Zacks Consensus Estimate of $699 million [3] Customer Growth - HubSpot added over 10,000 net new customers during the quarter, bringing the total customer count to 258,258, a 19% increase year over year [4] - Subscription revenues increased to $698.7 million from $603.8 million, up 16% year over year, exceeding the Zacks Consensus Estimate of $659.33 million [4] Profitability Metrics - Gross profit for the quarter was $599 million, up from $522.3 million in the prior year [6] - Non-GAAP operating income improved to $100.3 million from $92.6 million, with respective margins of 14% and 15% [6] Cash Flow and Liquidity - The company generated $161.6 million in cash from operating activities, compared to $127.1 million in the same quarter last year [7] - As of March 31, 2025, HubSpot had $625 million in cash and cash equivalents, along with $368.9 million in convertible senior notes [7] Future Outlook - For Q2 2025, HubSpot forecasts revenues between $738 million and $740 million, representing a 16% increase [8] - The company expects non-GAAP net income per share in the range of $2.10 to $2.12, with anticipated non-GAAP operating income of $124 million to $125 million, indicating a 17% operating profit margin [8] - For the full year 2025, management estimates revenues between $3.036 billion and $3.044 billion, also a 16% year-over-year increase [8][9]