HubSpot, Inc. (HUBS) Q1 2025 Earnings Call Transcript
HubSpot, Inc. (NYSE:HUBS ) Q1 2025 Earnings Conference Call May 8, 2024 4:30 PM ET Company Participants Ryan Burkart - Senior Director, Investor Relations Yamini Rangan - Chief Executive Officer Kate Bueker - Chief Financial Officer Dharmesh Shah - Co-Founder & Chief Technology Officer Conference Call Participants Mark Murphy - JPMorgan Samad Samana - Jefferies Arjun Bhatia - William Blair Gabriela Borges - Goldman Sachs Alex Zukin - Wolfe Research Rishi Jaluria - RBC Capital Markets Parker Lane - Stifel Elizabeth Porter - Morgan Stanley Brad Sills - Bank of America Merrill Lynch Joshua Reilly - Needham & Company Keith Bachman - BMO Capital Markets Ken Wong - Oppenheimer Jackson Ader - KeyBanc Capital Markets Kirk Materne - Evercore ISI Operator Good afternoon and welcome to the HubSpot's Q1 2025 Earnings Call. My name is Gigi and I'll be your operator for today.
HubSpot (HUBS) Q1 Earnings and Revenues Top Estimates
HubSpot (HUBS) came out with quarterly earnings of $1.78 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $1.68 per share a year ago.
Exploring Analyst Estimates for HubSpot (HUBS) Q1 Earnings, Beyond Revenue and EPS
Besides Wall Street's top -and-bottom-line estimates for HubSpot (HUBS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
HubSpot (HUBS) Reports Next Week: Wall Street Expects Earnings Growth
HubSpot (HUBS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
HubSpot: After A Sharp Dip, This Stock Is Finally Worth Buying (Rating Upgrade)
Recent market turmoil has made high-quality growth stocks like HubSpot more affordable, presenting a buying opportunity as it has lost ~35% of its peak value. HubSpot's current ~9x EV/FY25 revenue makes it attractive for a near-Rule of 40 software company. Despite potential tariff-related headwinds, HubSpot's conservative guidance and currency tailwinds provide a buffer, making it a good buy at current levels.
HubSpot May Face International And Revenue Model Headwinds
HubSpot's stock has declined since mid-February, despite continued revenue growth and customer retention. The CRM market is expected to grow significantly, driven by AI and automation, presenting positive growth dynamics for HubSpot. Financially, HubSpot has shown improved operating leverage and positive earnings, but high stock-based compensation and a premium market valuation raise concerns.
Can HubSpot's Cutting-Edge Solutions Solicit Customer Interests?
HUBS is set to showcase next-generation solutions at the Spring 2025.
HubSpot (HUBS) Soars 12.7%: Is Further Upside Left in the Stock?
HubSpot (HUBS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Here's Why HubSpot (HUBS) is a Strong Momentum Stock
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HubSpot: Despite Being Fairly Valued, The Expected Growth Is Not Enough
HubSpot is a high-quality CRM for SMBs, offering strong gen AI features for personalization, but it doesn't meet my portfolio criteria, so I rate it a hold. Financially, HubSpot outperforms Salesforce in gross margins and FCF/Employed Capital, justifying its higher valuation due to superior capital management and revenue growth. Despite strong growth prospects, HubSpot faces competition from companies like Klaviyo and is sensitive to macroeconomic factors affecting SMBs, capping its upside potential.
HubSpot Posts Solid Q4: AI To 'Reinforce Value Of Multi-Cloud Platforms,' Analysts Say
Shares of HubSpot Inc HUBS were climbing in early trading on Thursday, after the company reported upbeat fourth-quarter results.
HubSpot: With Deceleration Incoming In 2025, This Stock Isn't Worth Its Premium
HubSpot's excessive valuation multiples and expected growth deceleration make it a risky investment, despite strong Q4 results and AI-driven revenue gains. The company's FY 2025 guidance calls for deceleration to ~14% growth, which makes the stock's ~14x valuation multiple unsupportable. Software industry peers like Salesforce and Workday, also growing at a low-teens pace, trade at much cheaper valuation multiples.
