8/108 sources · 3 publishersUpdated Nov 5, 05:53 UTC
HubSpot beats Q3 estimates but gives weaker Q4 outlook
HubSpot reported Q3 revenue of $947.6M and adjusted EPS of $3.81, exceeding expectations. Q3 revenue grew 17% year over year in constant currency, while non-GAAP operating margin expanded to 23%. For Q4, the company guided to revenue of $945.0M to $947.0M and adjusted EPS of $3.85 to $3.87, below analyst consensus cited in the report.
Why it matters
The weaker Q4 revenue and adjusted EPS outlook lowers near-term expectations despite the Q3 beat. HubSpot said AI-related changes in customer buying behavior are expected to continue into 2027, and that net new ARR is expected to decline year over year in fiscal 2026.
Key facts
- 1HubSpot reported Q3 revenue of $947.6M and adjusted EPS of $3.81. investing.com
- 2Q3 revenue grew 17% year over year in constant currency, and non-GAAP operating margin expanded to 23%. finance.yahoo.com
- 3HubSpot's Q4 revenue guidance was $945.0 million to $947.0 million, compared with analyst consensus of $964.9 million. investing.com
- 4HubSpot's Q4 adjusted EPS guidance was $3.85 to $3.87, versus analyst consensus of $4.09. investing.com
- 5The customer count reached 311,704 in Q3. finance.yahoo.com
Open questions
- The Q3 revenue estimate is reported as $925.51M in material 1 and $925.31 million in material 6.
- After-hours share declines are reported as 7.2% in material 5 and 7.7% in material 6.
Summary written by AlphAI AI Desk from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.