HubSpot (HUBS) Announced Q4 2025 Earnings on Feb. 11, 2026, Reporting Full Year Revenue of $3.1 Billion

HubSpot (HUBS) reported financial results for the period, noting that "full year 2025 revenue grew 18.2% to $3.1 billion". For the fourth quarter, "Q4 revenue grew 18% year over year in constant currency, and 20% on an as-reported basis". Management highlighted profitability, stating "operating margin of 22.6% in Q4" and "Net income was $163,000,000, or $3.09 in Q4". Additionally, "Free cash flow was $290,000,000, or 25% of revenue in Q4".

In terms of business updates, the company "added 9,800 net new customers in Q4", reaching "more than 288,000 customers globally". Executive Yamini Rangan highlighted upmarket momentum, noting that "Deals over $5,000 in monthly recurring revenue grew 33%, and deals over $10,000 grew 41%". Regarding AI adoption, Rangan stated that "Customer Agent" was "activated by over 8,000 customers" and "Prospecting Agent" was "activated by over 10,000 customers".

Looking ahead, the company provided guidance for the full year 2026, with CFO Kathryn A. Bueker stating "total as-reported revenue is expected to be in the range of $3,690,000,000 to $3,700,000,000". Additionally, the "board of directors have authorized a share repurchase program of up to $1,000,000,000". Bueker also noted they "expect full year 2026 net new ARR growth to outpace constant currency revenue growth".