HubSpot

HUBS

Market cap $23.5B

Supply chain go-to-market HubSpot agency achieves rarely earned status Supply chain go-to-market HubSpot agency achieves rarely earned status

In 2Q25, HubSpot's revenue grew 19.4% y/y due to strong performance in all regions. Revenue from the EU and the Americas grew 22.1% y/y and 18.4% y/y, respectively. HUBS's recent pivot into AI not only will serve as a new growth driver but also will expand the company's TAM to $128 billion by FY2029. Internal adoption of AI will allow the company to scale without spending unnecessarily, resulting in improved profitability and higher FCF margins.

HubSpot remains a buy, driven by strong AI execution, rapid Core Seat adoption, and accelerating multi-hub usage. HUBS's AI strategy, including "The Loop" and Data Hub, positions customers for success in the evolving Agent Engine Optimization (AEO) landscape. The new seat-based pricing model increases user penetration and embeds HUBS deeper into organizations, fueling robust ARR growth.

Artificial intelligence (AI) expenditures added over one percentage point to U.S. economic growth in the first half of 2025, outpacing consumer spending, which has traditionally been the strongest driver. That momentum is likely to continue in the years ahead.

HubSpot, Inc. (NYSE:HUBS ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 3:25 PM EDT Company Participants Yamini Rangan - CEO, President and Director Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Presentation Gabriela Borges Analyst All right. Fantastic.

HubSpot CEO Yamini Rangan joins 'Closing Bell Overtime' to talk AI integration, quarterly results, an more.

HubSpot HUBS shares slipped Thursday as the company unveiled over 200 product updates at its INBOUND 2025 event, pitching AI-driven growth initiatives but holding firm on its 2027 margin outlook, leaving investors weighing innovation against profitability.

SAN FRANCISCO--(BUSINESS WIRE)--CallRail, the lead engagement platform, announced today at INBOUND the expansion of its integration with HubSpot, the customer platform for scaling companies, to include insights from CallRail's new AI assistant, Voice Assist. Fresh off the July launch, CallRail will be demonstrating how businesses can never miss a lead with the easy setup and rich personalization of Voice Assist, which captures and qualifies leads 24/7. With the expanded integration, key custome.

HubSpot, Inc. (NYSE:HUBS ) Analyst/Investor Day September 3, 2025 12:30 PM EDT Company Participants Charles MacGlashing - Corporate Treasure & Senior Director of IR Yamini Rangan - CEO, President and Director Kathryn Bueker - CFO & Treasurer Dharmesh Shah - Co-Founder, CTO & Director Conference Call Participants Aleksandr Zukin - Wolfe Research, LLC Brian Peterson - Raymond James & Associates, Inc., Research Division Mark Murphy - JPMorgan Chase & Co, Research Division Bradley Sills - BofA Securities, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Samad Samana - Jefferies LLC, Research Division Elizabeth Elliott - Morgan Stanley, Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Brett Huff - Stephens Inc., Research Division Taylor McGinnis - UBS Investment Bank, Research Division Presentation Charles MacGlashing Corporate Treasure & Senior Director of IR Welcome to HubSpot's Analyst Day here at INBOUND in San Francisco for the first time, which we love. You can totally get used to this.

SAN FRANCISCO--(BUSINESS WIRE)--While many businesses are experimenting with AI, most are still treating it like a side-project. At HubSpot, we believe the future belongs to businesses that build hybrid human-AI teams where smart people plus smart systems create exponential growth. “We're at a pivotal moment,” said Karen Ng, EVP of Product at HubSpot. “AI transformation is happening whether we're ready or not. The question isn't if AI will change your business—it's whether you'll lead that chan.