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 +0.63% change in stock price 10 days leading up to the earnings, and a +3.06% change 10 days following the report. On the earnings day itself, the stock moves by -0.77%. This data can give you a slight idea of what to expect for the next quarter's release.
HUBS Key Earning Data
HUBS Earnings Analysis
Positive
Strong Revenue Growth: Q1 revenue grew 18% year-over-year in constant currency, indicating strong financial performance.
Customer Acquisition Success: Total customers increased by 19% to over 258,000, reflecting effective customer acquisition strategies.
Share Repurchase Authorization: The Board authorized a $500 million share repurchase program, demonstrating confidence in the company's growth potential.
Customer Engagement Insights: Over 37% of Pro+ customers are using four or more hubs, showing strong platform consolidation and customer engagement.
Strong Large Deal Growth: Large deal growth was strong, up 23% year-over-year, indicating successful upmarket expansion.
Conversion Rate Improvement: Free to starter conversion improved year-over-year, driven by better onboarding and product enhancements.
AI Integration Success: Customer agent adoption doubled in three months, highlighting the success of AI integration in the platform.
Product Development Innovation: The company released over 200 new features at the Spring Spotlight event, showcasing rapid innovation and commitment to product development.
Billings Growth in Constant Currency: Calculated billings grew 18% year-over-year in constant currency, reflecting strong demand for HubSpot's offerings.
Strong Free Cash Flow: Free cash flow was $122 million, or 17% of revenue, indicating solid financial health and operational efficiency.
Negative
Subscription Revenue Decline: Average subscription revenue per customer decreased by 2% year-over-year in constant currency and 4% on an as-reported basis, indicating potential pricing pressure or customer mix issues.
Net Revenue Retention Decline: Net revenue retention was 102% in Q1, down two points sequentially, suggesting a slight decline in customer loyalty or upsell success compared to previous quarters.
Customer Growth Moderation: The company expects net additions to moderate to roughly 9,000 in upcoming quarters, indicating a potential slowdown in customer growth compared to the current quarter's performance.
Operating Margin Decline: Operating margin decreased by one point compared to the year-ago period, reflecting increased costs that may impact profitability.
Macroeconomic Uncertainty Impact: The macroeconomic environment remains uncertain, with a heightened focus on value and potential impacts on customer spending and decision-making.
Share Repurchase Impact on EPS: The share repurchase program, while a positive signal, is expected to be slightly dilutive to EPS in the second half of 2025 due to lower interest income from reduced cash.
HUBS FAQs
How does HUBS typically perform around its earnings report dates?
HUBS's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +0.63% change leading up to the report and a +3.06% change in the 10 days following the release.
Is HubSpot Inc (HUBS) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
HUBS Earning Call Sentiment
HubSpot, Inc. (HUBS) Q1 2025 Earnings Call Transcript
HUBS.N
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