HubSpot (HUBS) reported $809.52 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 20.9%. EPS of $2.66 for the same period compares to $2.18 a year ago.
The reported revenue represents a surprise of +2.96% over the Zacks Consensus Estimate of $786.26 million. With the consensus EPS estimate being $2.58, the EPS surprise was +3.1%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how HubSpot performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total Customers: 278,880 compared to the 277,121 average estimate based on five analysts.
- Average Subscription Revenue per Customer: $11,578.00 versus $11,283.92 estimated by four analysts on average.
- Revenues- Subscription: $791.68 million compared to the $770.12 million average estimate based on nine analysts. The reported number represents a change of +20.9% year over year.
- Revenues- Professional services and other: $17.84 million compared to the $16.14 million average estimate based on nine analysts. The reported number represents a change of +19.1% year over year.
- Gross margin (Non-GAAP)- Subscription: $686.22 million versus the eight-analyst average estimate of $672.09 million.
View all Key Company Metrics for HubSpot here>>>
Shares of HubSpot have returned +4.8% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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HubSpot, Inc. (HUBS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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