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Sep 30, 2025
HubSpot Q3 2025 Earnings Report
HubSpot reported strong Q3 2025 results with solid revenue growth, positive net income, and customer expansion.
Key Takeaways
HubSpot delivered a profitable quarter with increased revenue and net income, supported by continued momentum in AI-driven solutions and strong customer growth.
Total revenue grew to $809,518,000, driven by a 21% increase in subscription revenue.
GAAP net income more than doubled YoY to $16,536,000.
Free cash flow reached $146,937,000 in Q3 2025.
Customer base expanded to 278,880 with increased ARPU.
Revenue by Segment
Forward Guidance
HubSpot expects continued growth in Q4 2025 with stronger revenue, margins, and EPS, driven by product innovation and AI adoption.
Positive Outlook
- Q4 revenue expected between $828,000,000 and $830,000,000.
- Non-GAAP operating income guidance of $183,000,000 to $184,000,000.
- Non-GAAP EPS forecasted at $2.97 to $2.99.
- Full-year revenue guided between $3.113 billion and $3.115 billion.
- Strong AI-driven product adoption across customer base.
Challenges Ahead
- GAAP operating income still relatively low despite growth.
- Guidance assumes no significant macroeconomic or geopolitical disruptions.
- Restructuring charges continue to impact GAAP metrics.
- Currency fluctuations remain a risk to reported revenue.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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