🔹 Revenue: $714.1M (Est. $699.88M) 🟢; UP +16% YoY
🔹 Adj. EPS: $1.78 (Est. $1.77) 🟢
🔹 Avg. Subscription Revenue per Customer: $11,038; DOWN -4% YoY
Guidance
🔹 Q2 Revenue: $738M–$740M (Est. $725.4M) 🟢
🔹 Q2 EPS: $2.10–$2.12 (Est. $2.13) 🔴
🔹 FY25 Revenue: $3.036B–$3.044B (Est. $2.997B) 🟢
🔹 FY25 EPS: $9.29–$9.37 (Est. $9.18) 🟢
Other Key Metrics:
🔹 Subscription Revenue: $698.7M; UP +16% YoY
🔹 Prof. Services & Other Revenue: $15.4M; UP +13% YoY
🔹 Adj. Operating Income: $100.3M
🔹 Adj. Operating Margin: 14.0%
🔹 Free Cash Flow: $122.3M; UP +18% YoY
🔹 Operating Cash Flow: $161.6M
🔹 Calculated Billings: $766.8M; UP +20% YoY
🔹 Customer Count: 258,258; UP +19% YoY
🔹 Cash + Investments: $2.2B
Strategic & Business Highlights
🔸 Authorized $500M share repurchase program (12-month window)
🔸 AI-first strategy driving engagement — Customer Agent cited as standout success
🔸 Positioning as platform of choice amid tech stack consolidation trends
CEO Yamini Rangan Commentary
🔸 “We had a solid start to 2025, with continued revenue growth and customer expansion.”
🔸 “Our AI-first strategy is working—Customer Agent is delivering strong results.”
🔸 “HubSpot is well-positioned to drive long-term durable growth through innovation and platform consolidation.”