secwatch.observer — SEC 8-K summary
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Issuer:     HUBSPOT INC (HUBS)
CIK:        0001404655
Form:       8-K
Filed at:   2026-08-05T20:15:17+00:00
Accession:  0001193125-26-335148
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 5.02, 7.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

HubSpot Q2 revenue $911.7M (+20% YoY); GAAP net income $43.3M; guides Q3 $924-925M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1404655/000119312526335148/0001193125-26-335148-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1404655/000119312526335148/hubs-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-335148

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer