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 +0.51% change in stock price 10 days leading up to the earnings, and a +4.15% change 10 days following the report. On the earnings day itself, the stock moves by -0.88%. 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
703.18M
20.84%
5.00%
Gross Margin
85.30%
0.39%
0.15%
Operating Margin
-1.37%
-59.35%
6.20%
Net Margin
0.71%
133.33%
-41.80%
EPS
0.09
136.00%
-43.75%
No Data Available
HUBS Earnings Analysis
HubSpot Inc Corporation (HUBS.N) Earnings Conference Call
Positive
Strong Revenue Growth: Q4 revenue grew 20% year over year in constant currency and full year 2024 revenue grew 21% in constant currency, demonstrating strong financial performance.
Operating Margin Improvement: Operating margin improved to 19% in Q4 and 17.5% for the full year, up 200 basis points year over year, indicating effective cost management and profitability.
Customer Base Expansion: The customer base expanded to 248,000 customers globally with over 9,800 net customer additions in Q4, reflecting strong customer growth and trust in the platform.
Multi Hub Adoption Surge: Multi hub adoption reached new heights with over 35% of pro plus customers using four or more hubs, up 7% year over year, showcasing the value of HubSpot's unified platform.
User Base Expansion: The user base of agent.ai grew over 10x in six months from 50,000 to over 500,000 users, highlighting the success of HubSpot's AI initiatives and ecosystem development.
Negative
Decline in Subscription Revenue: Average subscription revenue per customer was $11,300 in Q4, down 1% year over year in constant currency, indicating a decline in revenue per customer.
Billings Growth Analysis: Calculated billings were $768 million in Q4, growing 21% year over year in constant currency but only 16% on an as-reported basis, reflecting a significant foreign exchange headwind.
Net Revenue Retention Challenges: Net revenue retention is expected to see a seasonal downtick in Q1, despite a 104% retention rate in Q4, indicating potential challenges in maintaining customer revenue.
FX Headwind Impact on Revenue: The significant strengthening of the U.S. Dollar at the end of the quarter resulted in an overall five-point FX headwind to as-reported billings growth, impacting revenue projections.
Revenue Forecast for 2025: For 2025, total as-reported revenue is expected to be in the range of $2.985 billion to $2.995 billion, representing a slowdown to 16% year-over-year growth in constant currency and 14% on an as-reported basis.
HUBS FAQs
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HUBS Earning Call Sentiment
Earnings call transcript: HubSpot Q4 2024 beats forecasts, stock rises
HUBS.N
1.88%Positive
The earnings call presents a positive outlook with strong financial performance, including record high revenue and operating margin growth. Despite some concerns about AI monetization and pricing model transitions, the overall guidance remains optimistic with expected revenue growth and improved retention. The Q&A section indicates confidence in AI-driven growth and customer acquisition strategies. Although there is no share repurchase plan, the company's financial health is robust. The market is likely to react positively given the strong revenue and optimistic guidance, although the absence of a market cap makes precise prediction challenging.
