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HubSpot
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Latest analysis
Updated Aug 5, 2026
HubSpot posts Q2 revenue of $911.7M (+20% YoY), returns to profitability on AI product pivot.
HubSpot returned to GAAP operating profitability in Q2 2026 with $911.7M revenue, up 20% on an as-reported basis versus Q2 2025, driven by deliberate AI product and pricing transformation toward agent-based workflows. Management explicitly repositioned HubSpot as an 'agentic customer platform' and updated go-to-market to unlock consumption-based pricing and faster customer value realization. Non-GAAP operating margin expanded 330 basis points to 20.3% while customer count grew 14% to 306,446 and average subscription revenue per customer (ASPC) increased 4% to $11,800, signaling both scale and pricing power within the new AI-centric model.
Tone: bullishRevenue
$3.1B
HUBS 10-K · FY 2025
Employees
8,882
Revenue growth YoY
+19%
Founded
2005
Profile
HUBS 10-K Item 1 · Feb 11, 2026HubSpot provides an AI-powered agentic customer platform serving mid-market B2B companies across marketing, sales, customer service, operations, content, and commerce functions. The platform combines AI-driven engagement hubs, a Smart CRM, and a connected ecosystem of integrations and partners. The company operates on a subscription model and generated $3.1 billion in total revenue in fiscal year 2025.
Read filing description ↓ Collapse description ↑
We provide an agentic customer platform that helps marketing, sales, and customer service teams drive business growth. We deliver seamless connection for customer-facing teams with a unified platform that includes three layers: Artificial Intelligence ('AI')-powered agents and engagement hubs, a Smart customer relationship management product ('CRM'), and a connected ecosystem supporting the customer platform with a marketplace of integrations, templates, expert partners, a community network, and an academy of educational content. Our AI-powered agents and engagement Hubs that enable companies to attract, engage, and delight customers throughout the customer lifecycle include Marketing, Sales, Service, Operations, Content and Commerce. The Smart CRM is the foundational context layer that combines customer data with AI to power the entire customer platform with unified customer profiles and tools to manage and govern your team and business processes. We focus on selling to mid-market business-to-business ('B2B') companies, which we define as companies that have between 2 and 2,000 employees, and aim to be the best at applying AI to help them grow. We primarily sell our customer platform on a subscription basis. In 2025, our total revenue was $3.1 billion and we generated a net income of $45.9 million. As of December 31, 2025, we had 8,882 full-time employees and 288,706 Customers, as defined in our Key Business Metrics in Item 7, of varying sizes in more than 135 countries.
Primary products
- Smart CRM
- Breeze
- Marketing Hub
- Sales Hub
- Service Hub
- Content Hub
Business segments
End markets
Geographies
Named competitors
“We believe we compete favorably with respect to all of these factors.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total revenue increased to $3.1 billion in 2025 from $2.6 billion in 2024, representing a year-over-year increase of 19%.
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