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HUBS

Hubspot·NYSE
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HUBS fundamentals

Hubspot (HUBS) released its earnings on Feb 11, 2026: revenue was 846.75M (YoY +20.42%), beat estimates; EPS was 3.09 (YoY +33.19%), beat estimates.
Revenue / YoY
846.75M
+20.42%
EPS / YoY
3.09
+33.19%
Report date
Feb 11, 2026
HUBS Earnings Call Summary for Q4,2025
  • Revenue Acceleration: 18.2% YoY growth in Q4, with net new ARR outpacing revenue by 6pts YoY, driven by upmarket expansion and AI adoption.
  • AI Growth Engine: Customer Agent resolves 60%+ support tickets, Prospecting Agent adoption up 57% QoQ, and credit consumption growing as a monetization lever.
  • Financial Strength: 23% operating margin in Q4, $1.8B cash, and $1B share buyback program signaling confidence.
  • 2026 Outlook: 16% YoY growth guided, with acceleration enabled by AI credits, multi-hub adoption, and upmarket momentum.
  • Defensible Platform: HubSpot’s customer content/context moat counters AI disruption fears, with 97% internal code via AI assist and 60% support automation.
EPS
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.350.340.280.40.310.430.50.580.540.440.691.111.21.341.591.761.681.942.182.321.782.192.663.09
Forecast
0.22720.24440.13150.23310.29240.31640.43460.5340.46980.42550.51070.82810.82980.99451.24221.54151.49721.63561.91132.19261.77312.12362.58622.9878
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+54.05%
+39.12%
+112.93%
+71.60%
+6.02%
+35.90%
+15.05%
+8.61%
+14.94%
+3.41%
+35.11%
+34.04%
+44.61%
+34.74%
+28.00%
+14.17%
+12.21%
+18.61%
+14.06%
+5.81%
+0.39%
+3.13%
+2.85%
+3.42%
Revenue
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------198.97M203.61M228.38M252.06M281.37M310.79M339.19M369.31M395.60M421.75M443.96M469.66M501.62M529.14M557.60M581.90M617.40M637.23M669.72M703.17M714.14M760.87M809.52M846.75M
Forecast
--------------------191.24M195.63M210.78M236.51M263.85M295.94M326.58M357.83M382.99M410.46M425.52M445.59M474.87M505.35M534.13M558.46M597.98M619.28M646.97M673.29M700.94M739.86M786.60M830.91M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+4.04%
+4.08%
+8.35%
+6.58%
+6.64%
+5.02%
+3.86%
+3.21%
+3.29%
+2.75%
+4.33%
+5.40%
+5.63%
+4.71%
+4.39%
+4.20%
+3.25%
+2.90%
+3.52%
+4.44%
+1.88%
+2.84%
+2.91%
+1.91%

Earnings Call