HubSpot's earnings call highlights strong revenue growth, significant customer and platform expansion, and impressive adoption of AI features, particularly in Sales and Service Hubs. However, challenges remain due to declining organic search traffic and an uncertain macro environment. The company's strategic diversification into new channels and focus on AI innovation position it well for future growth.

Company Guidance -

Q3 2025

During HubSpot's Q2 2025 earnings call, the company provided financial guidance indicating robust growth despite a challenging macroeconomic environment. For the third quarter, HubSpot expects as-reported revenue to range between $785 million and $787 million, reflecting a 16% year-over-year increase in constant currency and 17% on an as-reported basis. Non-GAAP operating profit is projected to be between $156 million and $157 million, with a 20% operating profit margin, while non-GAAP diluted net income per share is anticipated to be between $2.56 and $2.58. For the full year 2025, HubSpot forecasts total as-reported revenue between $3.08 billion and $3.088 billion, representing a 17% year-over-year growth. The company also expects a non-GAAP operating profit of $568 million to $572 million, translating to an 18% operating profit margin, and non-GAAP diluted net income per share between $9.47 and $9.53. Additionally, HubSpot highlighted the impact of pricing changes from 2024 and the integration of AI across its platform as key drivers of future growth, with plans to further capitalize on these initiatives throughout the year.

Strong Revenue Growth

Q2 2025 revenue grew 18% year-over-year in constant currency, accelerating nearly 1 point from Q1. Subscription revenue grew 19% year-over-year, while services and other revenue increased 21% on an as-reported basis.

Customer and Platform Growth

Total customers grew to 268,000 globally with over 9,700 net customer additions in the quarter. 42% of the installed base by ARR now use all 3 core hubs, an increase of 4 points.

AI and Product Innovation

AI features adoption surged with Sales Hub seat upgrades up 71% year-over-year and Service Hub seat upgrades up 110% year-over-year. HubSpot became the first CRM to launch connectors with ChatGPT and Claude.

Upmarket Momentum

Large deals are up, with co-selling with sales teams up 29% year-over-year. Brand awareness is at an all-time high, supporting growth.

Diversification of Demand Channels

Only 10% of leads come from blog traffic, with significant growth in YouTube leads (up 96% year-over-year), newsletters (leads grew 50%), and social media followers.

HubSpot (DE:096) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DE:096 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	2.23 / -	1.876	―	―	―
Aug 06, 2025	2025 (Q2)	1.83 / 1.88	1.67	12.89% (+0.22)
May 08, 2025	2025 (Q1)	1.53 / 1.53	1.446	5.95% (+0.09)
Feb 12, 2025	2024 (Q4)	1.89 / 2.00	1.515	31.82% (+0.48)
Nov 06, 2024	2024 (Q3)	1.64 / 1.88	1.368	37.11% (+0.51)
Aug 07, 2024	2024 (Q2)	1.41 / 1.67	1.153	44.78% (+0.52)
May 08, 2024	2024 (Q1)	1.29 / 1.45	1.033	40.00% (+0.41)
Feb 14, 2024	2023 (Q4)	1.33 / 1.51	0.955	58.56% (+0.56)
Nov 08, 2023	2023 (Q3)	1.07 / 1.37	0.594	130.43% (+0.77)
Aug 02, 2023	2023 (Q2)	0.86 / 1.15	0.379	204.55% (+0.77)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:096 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	€422.70	€410.80	-2.82%
May 08, 2025	€578.40	€522.20	-9.72%
Feb 12, 2025	€753.80	€796.60	+5.68%
Nov 06, 2024	€545.20	€600.00	+10.05%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does HubSpot (DE:096) report earnings?

HubSpot (DE:096) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is HubSpot (DE:096) earnings time?

HubSpot (DE:096) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of HubSpot stock?

The P/E ratio of HubSpot is N/A.

What is DE:096 EPS forecast?

DE:096 EPS forecast for the fiscal quarter 2025 (Q3) is 2.23.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing