HubSpot Action Forum

ActionAction

ISIN: US4435731009

Ticker: HUBS

US4435731009

HUBS

Discussion sur HUBS

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Aktien Stammtisch

@Aktien_Stammtisch

1Sem.·

$HUBS (-0,94 %) | HubSpot Q3 Earnings Highlights:

🔹 EPS (Non-GAAP): $2.18 (Est. $1.91) 🟢

🔹 Revenue: $669.7M (Est. $646.95M) 🟢; UP +20% YoY

Q4 2024 Guidance

🔹 Revenue: $672M - $674M (Est. $669.5M) 🟢

🔹 Non-GAAP EPS: $2.18 - $2.20 (Est. $2.18) 🟡

🔹 Non-GAAP Operating Income: $128M - $129M

Q3 Segments Revenue:

🔹 Subscription: $654.7M; UP +20% YoY

🔹 Professional Services & Other: $15.0M; UP +28% YoY

Q3 Customer Metrics

🔹 Total Customers: 238,128; UP +23% YoY

🔹 Average Subscription Revenue per Customer: $11,235; DOWN -2% YoY

Q3 Balance Sheet

🔹 Cash & Investments: $2.1B as of September 30, 2024

Q3 Operating Metrics

🔹 GAAP Operating Margin: -1.4%, improved from -3.3% in Q3 2023

🔹 Non-GAAP Operating Margin: 18.7%, up from 16.5% in Q3 2023

🔹 Non-GAAP Operating Income: $125.2M, UP from $92.1M in Q3 2023

🔹 Operating Cash Flow: $159.5M vs. $89.0M in Q3 2023

🔹 Non-GAAP Free Cash Flow: $129.2M vs. $64.7M in Q3 2023

CEO Commentary

🔸 "Q3 was another strong quarter of revenue growth, operating profit growth, and customer growth. Our INBOUND conference showcased over 200 new innovations, including AI-powered features like Breeze and Breeze Intelligence. With AI embedded across our platform, we’re helping SMBs grow and driving durable growth for HubSpot." – Yamini Rangan, CEO

~ Michael 💎 🏅

@Michael-official

1Sem.·

HubSpot
$HUBS (-0,94 %) has just announced its quarterly figures.

The earnings per share (EPS) amounted to $2,18 and exceeds expectations of $1,91.

The turnover amounted to $669,72 million and is also above expectations of $646,91 million.

Aktien Stammtisch

@Aktien_Stammtisch

3Mo·

Hubspot Earnings $HUBS (-0,94 %)

~ Michael 💎 🏅

@Michael-official

4Mo·

Alphabet
$GOOGL (-2,34 %) has announced the planned acquisition of Hubspot
$HUBS, (-0,94 %) a provider of marketing software. Hubspot achieved a turnover of 2.2 billion dollars and a loss of 176 million dollars last year.

The takeover was intended to help Alphabet compete with Microsoft $MSFT (+0,46 %), Oracle $ORCL (-0,47 %) and Salesforce
$CRM (-2,37 %) but encountered concerns about possible antitrust investigations.

The current company value Hubspot is valued at 25 billion dollars.

1 Commentaire

ThemenmitKopf@topicswithhead

4Mo

Since it took so long, I didn't even know that they were trying to take over

••

RobertoNiemalsBlanco

@RobertoNiemalsBlanco

1Année·

Feedback sur mon portefeuille

So, finally sorted out a lot of small shit and beginner sins.

At 150€ still goes $PG (+0,39 %) (hopefully), at 40€ $DTG (+1,41 %) and at 60€ $TTE (+1,55 %)

The rest remains for now.

But from now on I'm actively investing only in my 4 ETFs ($VWCE (+0,02 %)
$VHYL (+0,36 %)
$ISPA (+0,32 %) and $ZPRG (-0,05 %) ) and look for attractive individual stocks where I think there is some outperformance (e.g. $HUBS (-0,94 %) ).