HubSpot(HUBS) - 2025 Q2 - Earnings Call Presentation

Financial Performance & Guidance - Q2 2025 total revenue reached $761 million, a 19% year-over-year increase[22] - Subscription revenue accounted for $745 million, reflecting a 19% year-over-year growth[22] - The company's Q3 2025 total revenue is projected to be between $785 million and $787 million, representing a 17% year-over-year increase[24] - Full year 2025 total revenue is guided to be between $3.080 billion and $3.088 billion, a 17% year-over-year increase[27] - Q2 2025 operating profit was $129 million, with an operating profit margin of 17%[22] - The company anticipates a full year 2025 operating profit between $568 million and $572 million, resulting in an 18% operating profit margin[27] - Free cash flow for Q2 2025 was $116 million[22] Growth & Market Opportunity - The company is targeting a long-term operating profit margin of 25%[43] - The company estimates its total addressable market (TAM) to be over $100 billion[18] - The company's platform has a penetration rate of less than 10% across all products, indicating significant growth potential[19] Ecosystem & Platform - The company's app marketplace has over 1700 integrations, a 10x increase over the last 5 years[15]