earnings
confidence high
sentiment positive
materiality 0.85
HubSpot Q2 revenue $911.7M (+20% YoY); GAAP net income $43.3M; guides Q3 $924-925M
HUBSPOT INC
- GAAP net income $43.3M ($0.86/diluted share) vs loss of $3.3M; non-GAAP net income $164.8M ($3.26/diluted), up 40%.
- Non-GAAP operating income $185.3M, up 44%; operating margin 20.3% vs 17.0%.
- Customers grew 14% to 306,446; average subscription revenue per customer $11,800, up 4%.
- Board authorized new $1.0B share repurchase program over 24 months; $531.9M repurchased in Q2.
- Jerry Dischler (former Google AI executive) appointed to Board effective Aug 5, 2026.