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HubSpot
HubSpot (HUBS) investor relations material
HubSpot Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 2025 revenue grew 20% year-over-year to $847 million, with full-year revenue reaching $3.13 billion, up 19% year-over-year in constant currency.
Operating margin was 22.6% (non-GAAP) in Q4 and 18.6% for the year; GAAP operating margin was 5.7% in Q4 and 0.2% for the year.
Net income for Q4 was $163 million (non-GAAP) and $54.4 million (GAAP); full year net income was $516 million (non-GAAP) and $45.9 million (GAAP).
Customer base expanded to over 288,000, with 9,800 net new customers in Q4 and more than 40,000 added in 2025.
Board authorized a $1 billion share repurchase program, reflecting confidence in future growth.
Financial highlights
Q4 subscription revenue was $829 million, up 21% year-over-year; services and other revenue was $17.8 million, up 12%.
Calculated billings for Q4 were $971 million, up 27% year-over-year.
Free cash flow for Q4 was $209 million (25% of revenue); full year was $595 million (19% of revenue).
Cash and marketable securities totaled $1.8 billion at year-end.
Average subscription revenue per customer was $11,700 in Q4, up year-over-year.
Outlook and guidance
Q1 2026 revenue expected at $862–$863 million, up 21% year-over-year.
Full-year 2026 revenue guidance is $3.69–$3.7 billion, up 18% year-over-year.
Non-GAAP operating profit for 2026 expected at $736–$740 million (20% margin); non-GAAP EPS $12.38–$12.46.
Free cash flow for 2026 expected at $740 million.
Long-term operating profit margin target set at 20–22%, with a goal of 25% over time.
How did AI drive upmarket growth in 2025?
What is the scope of the 2026 share repurchase program?
Impact of new non-GAAP tax rate on 2026 outlook
Reconcile '26 revenue guidance vs. net new ARR
HubSpot's defensibility against LLM disruption?
Internal AI impact on R&D and sales efficiency
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Next HubSpot earnings date
Q1 20267 May, 2026
HubSpot
Next HubSpot earnings date
Q1 20267 May, 2026
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Frequently asked questions
A Comprehensive Marketing Tool
HubSpot is a company that offers a comprehensive platform for inbound marketing, sales, and customer service. Their software and tools help businesses attract and engage clients by providing solutions for content creation, lead generation, customer service, and more. The company was founded in 2006 and today they serve customers worldwide and HubSpot’s platform has become a common tool amongst marketing departments in everything from small startups to large corporations.
A powerful platform
HubSpot's platform is a versatile solution that caters to the needs of businesses across various functional areas. In marketing and sales, the platform equips businesses with an array of powerful tools. Marketers can create content using the platform's content management system, which allows for easy editing, formatting, and scheduling. The platform also facilitates lead generation and management, providing customizable forms and landing pages to capture and store valuable prospect data. Marketers can pursue leads through marketing automation, creating personalized workflows that deliver targeted content based on user behaviors and preferences. The integrated CRM system offers an overhead perspective of leads, enabling sales teams to effectively track, manage, and close deals. With features like contact management, deal tracking, and email templates, sales representatives can streamline their processes and foster fruitful customer relationships.
Other publicly listed companies that offer similar services and compete with HubSpot are Oracle, Salesforce, as well as several others.
Making customer service more manageable
On the customer service front, HubSpot's platform offers comprehensive tools to provide exceptional support experiences. Customer inquiries can be managed and tracked, ensuring prompt and personalized responses. The platform enables businesses to offer multichannel support, including email and live chat, empowering them to engage with customers on their preferred platforms. Through effective ticket management and communication features, businesses can deliver efficient responses and resolutions to customer issues.
Tracking key data
Beyond marketing, sales, and customer service, HubSpot's platform provides robust analytics and reporting capabilities. Businesses can track key metrics, measure campaign effectiveness, and gain actionable insights to optimize their strategies within marketing. The platform's reporting features enable data-driven decision-making and help businesses identify opportunities for improvement within their day-to-day operations.
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