🔹 Revenue: $809.5M (Est. $787M) 🟢 +21% YoY
🔹 Adj EPS: $2.67 (Est. $2.59) 🟢
🔹 Subscription: $791.7M, +21% YoY
FY Guide:
🔹 Revenue: $3.11B–$3.12B (Est. $3.09B) 🟡
🔹 Adj. EPS: $9.60–$9.62 (Est. $9.52) 🟢
Q4 Guide (Raised):
🔹 Revenue: $828M–$830M (Est. $822M) 🟢
🔹 Adj. EPS: $2.97–$2.99 (Est. $2.82) 🟢
Customer Metrics
🔹 Customers: 278,880, +17% YoY
🔹 Avg Subscription Rev/Customer: $11,578, +3% YoY
🔹 Billings: $804M, +18% YoY
Balance Sheet & Cash
🔹 Non-GAAP Operating Margin: 19.9% (vs. 18.7% LY)
🔹 Cash & Investments: $1.7B
🔹 Q3 Operating Cash Flow: $187M (vs. $160M LY)
🔹 Repurchased $375M in stock during the quarter
CEO Commentary
🔸 “AI products like Customer Agent & Prospecting Agent are driving adoption. Customers are consolidating tools into HubSpot to lower cost and simplify stack.”