Nov 4, 4:10 PM ET
HubSpot reported third-quarter 2026 revenue of $947.6 million, up 17% from a year earlier, and GAAP net income of $83.0 million, or $1.67 per diluted share, compared with $16.5 million, or $0.31, in the prior-year quarter. The company guided fourth-quarter revenue growth to 12% and full-year 2026 revenue growth to 18%, and non-GAAP diluted EPS to $13.59 to $13.61 for the year.
- Total revenue was $947.6 million, up 17% as reported and in constant currency; subscription revenue was $930.2 million, up 18%.
- GAAP net income was $83.0 million, or $1.67 per diluted share, versus $16.5 million, or $0.31, a year earlier.
- Non-GAAP diluted EPS was $3.81, up 43%; non-GAAP operating margin was 22.6% versus 19.9%.
- Fourth-quarter 2026 revenue guidance is $945.0 million to $947.0 million, up 12%; full-year revenue guidance is $3.685 billion to $3.687 billion, up 18%.
Read the filing on SEC.gov ↗
Oct 9, 9:00 AM ET
HubSpot said its Chief Legal Officer and Corporate Secretary, Erika Fisher, will resign effective November 6, 2026, to pursue another professional opportunity. The company said the decision was not due to any disagreement over its operations, policies or practices, and it has started a search for a successor.
- Erika Fisher, Chief Legal Officer and Corporate Secretary, notified the company on October 8, 2026
- Resignation takes effect November 6, 2026
- Fisher will stay in her role through the effective date to support an orderly transition
- The company has commenced a search for a successor Chief Legal Officer
Read the filing on SEC.gov ↗
Oct 6, 8:15 AM ET
HubSpot's board authorized a restructuring plan on October 1, 2026 that eliminates certain roles, affecting about 7% of the workforce; the CEO's employee memo says nearly 660 people will leave. The company estimates $65 million to $75 million in charges, mostly recognized in the fourth quarter of fiscal 2026, and will exclude them from non-GAAP results, while reaffirming its third-quarter and full-year 2026 revenue, non-GAAP operating income and non-GAAP EPS guidance.
- Board authorized the plan on October 1, 2026; it affects about 7% of the workforce, and the CEO's memo cites nearly 660 employees.
- Estimated charges of $65 million to $75 million, mainly severance, notice period, employee transition and benefits payments.
- Majority of charges expected in fourth quarter 2026; role eliminations substantially complete by end of first quarter 2027; substantially all cash payments by June 30, 2027.
- Company reaffirmed third-quarter 2026 and fiscal 2026 revenue, non-GAAP operating income and non-GAAP EPS guidance.
Read the filing on SEC.gov ↗
Aug 5, 4:15 PM ET
HubSpot reported second-quarter 2026 revenue of $911.7 million, up 20% as reported, and GAAP operating income of $43.3 million, compared with an operating loss of $24.6 million a year earlier. The company also issued full-year 2026 revenue guidance of $3.678 billion to $3.686 billion and authorized a share repurchase program of up to $1.0 billion over 24 months.
- Total revenue $911.7 million, up 20% as reported and 17% in constant currency; subscription revenue $894.0 million
- GAAP net income $43.3 million, or $0.86 per diluted share, versus a GAAP net loss of $3.3 million; non-GAAP diluted EPS $3.26 versus $2.19
- Repurchased $531.9 million of common stock in the second quarter; Board authorized up to $1.0 billion in buybacks on August 3, 2026
- Full-year 2026 guidance: revenue $3.678 billion to $3.686 billion and non-GAAP EPS $13.23 to $13.31; Gerald Dischler appointed Class I director effective August 5, 2026
Read the filing on SEC.gov ↗
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