HUBS Earnings Prediction
The chart below shows how HUBS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, HUBS sees a +2.46% change in stock price 10 days leading up to the earnings, and a +5.01% change 10 days following the report. On the earnings day itself, the stock moves by -2.19%. This data can give you a slight idea of what to expect for the next quarter's release.
HUBS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
669.72M
20.12%
5.10%
Gross Margin
85.17%
1.03%
0.19%
Operating Margin
-1.29%
-63.25%
-64.07%
Net Margin
1.22%
224.49%
-153.74%
EPS
0.16
245.45%
-157.14%
No Data Available
HUBS Earnings Analysis
HUBSPOT, INC. Corporation (HUBS.N) Earnings Conference Call
Positive
Q3 Revenue Increase: Q3 revenue grew 20% year-over-year in both constant currency and on an as-reported basis.
Subscription and Services Growth: Subscription revenue grew 20% year-over-year while services and other revenue increased 28% on an as-reported basis.
Customer Growth Surge: Total customers grew to 238,000 globally, driven by 10,000 net customer additions in the quarter, representing a 23% year-over-year growth.
Operating Margin Expansion: Operating margin expanded by 2 percentage points compared to the year-ago period, reflecting continued progress in driving efficiencies.
Net Income and Cash Flow: Net income was $117 million in Q3 or $2.18 per fully diluted share, with free cash flow at $129 million, representing 19% of revenue.
Negative
Subscription Revenue Decline: Average subscription revenue per customer was $11,200, down 2% year-over-year in both constant currency and on an as-reported basis.
Customer Additions Balance: We saw a healthy balance of low-end customer additions across starter and professional tiers this quarter driven by the seats pricing model change.
Pricing Pressure Impact: As a result, we continue to see a headwind to ASRPC from more customers getting started at lower initial price points.
Upgrade Motion Challenges: We continue to see some headwinds and pressure on the upgrade motions.
Value Conscious Buying Environment: We have been operating in what we would call a value conscious buying environment consistent with what we've seen throughout 2024.
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HUBS Earning Call Sentiment
HubSpot, Inc. (HUBS) Q3 2024 Earnings Call Transcript
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HUBS.N
4.38%Positive
The earnings call presented strong financial performance with 20% revenue growth and improved operating margins. However, the lack of a share repurchase program, pressure on upgrade motions, and declining ASRPC are concerns. The Q&A highlighted AI as a growth driver, yet management's vague responses on metrics and customer growth create uncertainty. The raised revenue guidance is a positive, but foreign exchange risks and economic factors temper optimism. Overall, the mixed signals and uncertainties suggest a neutral sentiment for the stock price over the next two weeks.