How did HUBS' Q4 earnings surprise impact investor confidence?

HubSpot's (HUBS) Q4 earnings surprise had a positive impact on investor confidence, as evidenced by the company's strong financial performance and strategic advancements.

1. **Earnings Surprise**: HubSpot reported an earnings per share (EPS) surprise of $0.13 for Q4 2024, which contributed to a total of $2.18 per share for the quarter. This exceeded the Zacks Consensus Estimate of $1.89 per share, indicating a 15.34% earnings surprise.

|code|Ticker|Name|Date|Revenue Surprise|Revenue Surprise YoY|market_code|
|---|---|---|---|---|---|---|
|HUBS|HUBS.N|Hubspot|2024 Q1|1.977E7|-26.176250933532486|169|
|HUBS|HUBS.N|Hubspot|2024 Q2|1.792E7|-24.825908213776323|169|
|HUBS|HUBS.N|Hubspot|2024 Q3|2.275E7|-3.9962864497615733|169|
|HUBS|HUBS.N|Hubspot|2024 Q4|2.9852E7|26.25613263407207|169|

2. **Revenue Growth**: The company's revenue also surpassed expectations, with HubSpot reporting $669.7 million in quarterly revenue, surpassing the analyst consensus estimate of $646.9 million.
3. **Customer Growth**: HubSpot added 10,000 net new customers during the quarter, increasing the total customer count by 23% year-over-year to 238,128. This robust customer growth reflects strong market demand for HubSpot's products and services.
4. **Stock Performance**: Following the earnings release, HubSpot's stock traded higher, indicating investor confidence in the company's performance and future prospects.
5. **Market Position**: HubSpot's strategic focus on AI innovation and its leading position in the CRM and marketing software space are key factors that contribute to investor confidence in the company's ability to navigate market shifts and drive growth.

In conclusion, HubSpot's Q4 earnings surprise, coupled with strong revenue growth and customer expansion, has likely bolstered investor confidence in the company's financial health and future prospects.