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Nov 6, 2025 8:00 AM

HubSpot's Big AI Bet Pays Off, But Markets Balk At Slowing Growth

HubSpot Inc. (NYSE:HUBS) stock fell in premarket trading Thursday after the company posted its fiscal third-quarter 2025 results.

Details

The company reported revenue of $809.5 million, a 21% increase year-over-year (Y/Y), surpassing the consensus estimate of $786.5 million.

The company’s subscription revenue of $791.7 million was up 21% Y/Y, and professional services and other revenue of $17.8 million was up 19% Y/Y in the quarter.

Also Read: Why I Like Salesforce Stock More Than HubSpot or Monday.com

Adjusted EPS came in at $2.66, topping the Street consensus of $2.58.

The company ended the quarter with $1.7 billion in cash, cash equivalents, and short-term and long-term investments.

Key Metrics

HubSpot grew its customers to 278,880, up 17% Y/Y, as of September 30, 2025.

The average subscription revenue per customer was $11,578, up 3% Y/Y.

The company said calculated billings were $804.0 million in ...