HUBSPOT INC (HUBS) Earnings History

HUBSPOT INC - Q4 FY2025 EarningsBeat

Filed at: Feb 11, 2026, 4:10 PM EST|Read from source

EXECUTIVE SUMMARY

HubSpot reported strong Q4 and full-year 2025 results, characterized by accelerating revenue growth and significant improvements in operating and net income. The company highlighted strong momentum in its upmarket business and the successful adoption of its AI-powered customer platform, positioning it for continued durable growth in 2026.

POSITIVE HIGHLIGHTS

  • •

    Total revenue grew 20% year-over-year to $846.7 million in Q4 2025, and 19% for the full year to $3.13 billion, demonstrating strong top-line performance.

    positive
  • •

    GAAP operating margin improved significantly to 5.7% in Q4 2025 from -1.5% in Q4 2024, and full-year GAAP operating margin turned positive at 0.2% from -2.6% in 2024.

    positive
  • •

    Non-GAAP operating margin expanded to 22.6% in Q4 2025 from 18.9% in Q4 2024, indicating improved operational efficiency.

    positive
  • •

    Calculated billings showed robust growth, up 27% year-over-year in Q4 2025, suggesting strong future revenue potential.

    positive

CONCERNS & RISKS

  • •

    Professional services and other revenue growth decelerated to 12% in Q4 2025 from 16% in the full year 2025, indicating a potential slowdown in this segment.

    attention
  • •

    Weighted average diluted shares outstanding for GAAP net income increased to 53.2 million in FY2025 from 51.8 million in FY2024, diluting earnings per share.

    attention
  • •

    While GAAP operating income improved, it was still a modest $7.4 million for the full year 2025, highlighting continued efforts to achieve sustained profitability.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$846.75M
+20.4%
Prior year: $703.17M
Annual (YTD)
$3.13B
N/A
Prior year: $2.63B
Net Income
Quarterly
$54.43M
+1003.6%
Prior year: $4.93M
Annual (YTD)
$45.91M
N/A
Prior year: $4.63M
EPS (Diluted)
Quarterly
$1.04
+1055.6%
Prior year: $0.09
Annual (YTD)
$0.86
N/A
Prior year: $0.09
Operating Income
Quarterly
$48.24M
-544.1%
Prior year: $-10.85M
Annual (YTD)
$7.38M
N/A
Prior year: $-67.60M
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
83.7%
Prior Year
85.3%
YoY Change
-155 bps
Operating Margin
Current Quarter
5.7%
Prior Year
-1.5%
YoY Change
+720 bps
Net Margin
Current Quarter
6.4%
Prior Year
0.7%
YoY Change
+573 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Subscription
0.0%
N/A
Professional services and other
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Subscription
N/A———
Professional services and other
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$3690000.0B—$3700000.0B
Mid-point: $3695000.0B
"up 18% year over year on an as-reported basis and 16% in constant currency"
non-GAAP operating income
736,000,000—740,000,000
Mid-point: 738,000,000
"representing a 20% operating profit margin"
non-GAAP net income per common share
12.38—12.46
Mid-point: 12.42

Q1 2026

revenue
$862000.0B—$863000.0B
Mid-point: $862500.0B
"up 21% year over year on an as-reported basis and 16% in constant currency"
non-GAAP operating income
144,000,000—145,000,000
Mid-point: 144,500,000
"representing a 17% operating profit margin"
non-GAAP net income per common share
2.46—2.48
Mid-point: 2.47

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

2025 was a transformative year for HubSpot, defined by the momentum of our agentic customer platform and clear acceleration upmarket.

— HUBSPOT INC, Q4 FY2025 2025 Earnings Call

AI adoption gathered pace, as Breeze Customer Agent and Breeze Prospecting Agent delivered real outcomes for customers.

— HUBSPOT INC, Q4 FY2025 2025 Earnings Call

Heading into 2026, we're cementing our position as the leading agentic customer platform for scaling companies, building on our strength upmarket, and leading the new era of marketing with products and a playbook that drive growth.

— HUBSPOT INC, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Average Subscription Revenue Per Customer
11.7K
+3.0% YoY
Prior year: 11.3K
USD
Customers
288.7K
+16.0% YoY
Prior year: 248.9K
customers

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.