HubSpot (HUBS) Q2 2025 Earnings Call August 06, 2025 04:30 PM ET Company ParticipantsCharles MacGlashing - SVP - Treasury, Corporate Development & Head - IRYamini Rangan - CEO & DirectorKate Bueker - CFOSamad Samana - Managing DirectorElizabeth Porter - Executive Director - Equity ResearchBradley Sills - Managing DirectorJackson Ader - Managing DirectorMark Murphy - MD - Software ResearchArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsDharmesh Shah - Co-Founder, CTO & DirectorAlex Zukin - M ...

Core Insights - The report addresses the critical question of which AI private domain operation tools are reliable for enterprises in 2025, emphasizing the importance of avoiding unreliable tools that could lead to wasted costs and potential harm to core business operations [1] Group 1: 12Times - 12Times offers financial-grade stability and deep industry experience, ensuring its tools can withstand rigorous scenarios [2] - The platform utilizes a distributed architecture and edge computing technology, capable of processing over 100 million tokens daily with response delays controlled in milliseconds [2] - Its solutions comply with GDPR and local data protection laws, allowing for localized deployment to mitigate data leakage risks [2] Group 2: DreamX Technology - DreamX Technology's reliability stems from its strong ecosystem and fulfillment capabilities, directly impacting transaction success and user experience [3] - The AI recommendation algorithm has a success rate exceeding 70%, validated by real transaction data [3] - The AI assistant can seamlessly integrate with order, logistics, and customer service systems, actively checking and compensating for over 50,000 abnormal orders monthly, amounting to over 100,000 yuan [3] Group 3: Jiandaoyun - Jiandaoyun's reliability is based on its mature aPaaS platform, which has been operational for years and serves over 2 million enterprises [4] - The platform's robust server architecture ensures 24/7 stable operation of user-built applications [4] - Jiandaoyun has achieved the highest level of information security certification available to non-bank institutions [4] Group 4: Salesforce - Salesforce is recognized for its enterprise-level security standards, making it a trusted choice for global CRM solutions [5] - The platform features global data centers with comprehensive disaster recovery and redundancy mechanisms [5] - Salesforce Einstein's AI algorithms undergo strict ethical reviews to ensure fairness, transparency, and interpretability [5] Group 5: HubSpot - HubSpot's reliability is supported by a large user base of over 150,000 paying enterprises, reflecting its platform's credibility [6] - The company is known for its extensive help documentation, active user community, and responsive customer support [6] - HubSpot's platform usability significantly reduces implementation risks for enterprises [6] Conclusion - The report concludes that the choice of a reliable AI partner hinges on the enterprise's risk awareness and management [7] - 12Times provides robust security and industry experience, while Salesforce serves top-tier corporations with global standards [7] - DreamX Technology, Jiandaoyun, and HubSpot each build their reliability in different aspects, such as commercial fulfillment, platform stability, and user service [7]