Every material Form 8-K HubSpot has filed with the SEC since August 07, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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%.
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
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.
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
At its June 15, 2026 annual meeting, HubSpot stockholders re-elected five Class III directors, approved an amendment adding 2,300,000 shares to the 2024 Stock Option and Incentive Plan, and approved all other proposals. They also approved, on a non-binding basis, a stockholder proposal letting holders of 10% or more of common stock call a special meeting. The plan increase adds to the pool of shares available for equity awards, and the special meeting proposal changes a shareholder governance right.
Five Class III directors were elected to one-year terms ending at the 2027 annual meeting, including Mike Berry, Claire Hughes Johnson, Yamini Rangan, Clara Shih and Jay Simons.
Stockholders approved the 2024 Plan Amendment, which increases shares reserved under the 2024 Plan by 2,300,000 shares, with 35,214,611 votes for and 2,616,163 against.
Stockholders approved a non-binding stockholder proposal to amend the bylaws so holders of 10% or more of outstanding common stock can call a special meeting, with 30,011,042 votes for and 7,866,837 against.
Stockholders ratified PricewaterhouseCoopers LLP as auditor for the fiscal year ending December 31, 2026, with 44,385,046 votes for and 603,404 against.
HubSpot reported first-quarter 2026 revenue of $881.0 million, up 23% from a year earlier, and GAAP net income of $32.6 million, or $0.62 per diluted share, compared with a net loss of $21.8 million a year earlier. The company also issued guidance for the second quarter and full year 2026, with full-year non-GAAP net income per diluted share expected at $13.04 to $13.12.
Q1 2026 total revenue was $881.0 million, up 23% as reported and 18% in constant currency.
GAAP operating income was $27.9 million (3.2% margin), compared with an operating loss of $27.5 million in Q1 2025.
Second-quarter 2026 revenue is guided to $897.0 million to $898.0 million; full-year 2026 revenue is guided to $3.700 billion to $3.708 billion.
The company repurchased $211.0 million of common stock in the quarter, leaving $789.0 million of its $1 billion authorization available.
HubSpot said Mike Berry, CFO of MongoDB, was appointed to its Board of Directors effective April 1, 2026, increasing the board to 12 directors. Director Ron Gill notified the board on March 27, 2026 that he will resign effective June 30, 2026, citing no disagreement with the company. Berry is set to become Audit Committee chair when Gill leaves the board.
Mike Berry, CFO of MongoDB, joins the board effective April 1, 2026 as a Class III director
Board size increased to 12 directors, approved unanimously on March 31, 2026
Ron Gill resigns as a director effective June 30, 2026; not due to any disagreement with the company
Berry joins the Audit Committee now and becomes Audit Committee chair on June 30, 2026
HubSpot reported fourth-quarter and full-year 2025 results on February 11, 2026, with Q4 revenue up 20% from a year earlier and GAAP net income of $54.4 million, compared with $4.9 million in Q4 2024. The company also issued 2026 guidance calling for revenue of $3.69 billion to $3.70 billion and non-GAAP net income per diluted share of $12.38 to $12.46, and its board authorized a $1.0 billion share repurchase program.
Q4 2025 total revenue was $846.7 million, up 20% as reported and 18% in constant currency.
Q4 2025 GAAP net income was $54.4 million, or $1.04 per basic and diluted share, versus $4.9 million in Q4 2024.
Full-year 2026 guidance: revenue of $3.69 billion to $3.70 billion and non-GAAP net income per diluted share of $12.38 to $12.46.
On February 7, 2026, the board authorized repurchases of up to $1.0 billion of common stock over up to 24 months.
HubSpot reported third-quarter 2025 results on November 5, 2025, with total revenue of $809.5 million, up 21% from a year earlier, and GAAP net income of $16.5 million, compared with $8.1 million in the prior-year quarter. The company also issued fourth-quarter and full-year 2025 guidance, including full-year revenue of $3.113 billion to $3.115 billion. Separately, the board increased to 11 directors and appointed Clara Shih as a Class III director effective November 3, 2025.
Q3 2025 total revenue was $809.5 million, up 21% as reported and 18% in constant currency.
GAAP net income was $16.5 million, or $0.31 per diluted share, versus $8.1 million, or $0.16, in Q3 2024; non-GAAP diluted EPS was $2.66 versus $2.18.
Full-year 2025 guidance: revenue of $3.113 billion to $3.115 billion and non-GAAP diluted EPS of $9.60 to $9.62.
Clara Shih was appointed a Class III director effective November 3, 2025, with the board expanded to 11 members.
HubSpot reported second-quarter 2025 revenue of $760.9 million, up 19% from a year earlier on an as-reported basis, and a GAAP net loss of $3.3 million, or $0.06 per share, versus a $14.4 million loss a year earlier. The company also issued third-quarter and full-year 2025 guidance, including full-year non-GAAP net income per diluted share of $9.47 to $9.53, which gives shareholders a forward range to compare against results.
Q2 2025 total revenue was $760.9 million, up 19% as reported and 18% in constant currency versus Q2 2024.
GAAP net loss was $3.3 million ($0.06 per share), compared with a $14.4 million loss ($0.28 per share) in Q2 2024.
Non-GAAP operating margin was 17.0%, compared with 17.2% in Q2 2024; non-GAAP diluted EPS was $2.19 versus $1.94.
Full-year 2025 revenue guidance is $3.080 billion to $3.088 billion; third-quarter revenue guidance is $785.0 million to $787.0 million.
HubSpot reported first-quarter 2025 revenue of $714.1 million, up 16% from a year earlier, while its GAAP net result swung to a $21.8 million loss from $5.9 million of net income. The company also issued revenue and non-GAAP profit guidance for the second quarter and full year, and its board authorized a $500.0 million share repurchase program.
Q1 2025 total revenue $714.1 million, up 16% as reported; GAAP net loss $21.8 million ($0.42 per share) versus net income of $5.9 million ($0.12 per share) in Q1 2024
Non-GAAP diluted net income per share $1.78, compared with $1.68 in Q1 2024
Guidance: Q2 2025 revenue $738.0 million to $740.0 million; full-year 2025 revenue $3.036 billion to $3.044 billion and non-GAAP diluted EPS $9.29 to $9.37
Board authorized up to $500.0 million in share repurchases on May 6, 2025 over up to 12 months; Brian Halligan resigned as Executive Chairperson effective May 8, 2025 and Lorrie Harrington became Chairperson
HubSpot's Board approved an Executive Severance Plan on April 10, 2025, covering its CEO and other named executive officers except Messrs. Halligan and Shah. The plan sets out cash severance, COBRA premium payments and equity vesting terms for qualifying terminations, with larger payouts if termination occurs during a change-in-control period. The filing does not report a financial result, so the direct effect on shareholders depends on how the plan's terms are applied.
Board approved the Executive Severance Plan on April 10, 2025; the plan's term ends April 10, 2028 unless extended.
Outside a change in control, the CEO's severance includes base salary plus pro-rated target bonus paid over 12 months, and up to 12 months of COBRA premiums.
During a change-in-control period, the CEO receives a lump sum equal to 1.5 times base salary plus target bonus, and up to 18 months of COBRA premiums.
Payments require a separation agreement and release, including a general release of claims.
HubSpot reported fourth-quarter 2024 revenue of $703.2 million, up 21% from a year earlier, and GAAP net income of $4.9 million, compared with a net loss of $12.4 million in Q4 2023. For 2025, the company guided total revenue to $2.985 billion to $2.995 billion, up 14% year over year, and non-GAAP net income per diluted share to $9.11 to $9.19, which is a slower growth rate than the 21% reported for full-year 2024.
Q4 2024 total revenue was $703.2 million, up 21% as reported; subscription revenue was $687.3 million.
Q4 2024 GAAP net income was $4.9 million, or $0.09 per diluted share, versus a net loss of $12.4 million, or $0.25 per share, in Q4 2023.
Q4 2024 non-GAAP net income per diluted share was $2.32, compared with $1.77 in Q4 2023.
First-quarter 2025 revenue is guided to $697.0 million to $699.0 million, up 13% year over year.
HubSpot said its Chief Legal Officer, Alyssa Harvey Dawson, will resign by mutual agreement with the Board, effective December 31, 2024, and is not leaving over any disagreement with the company. She will stay in a transitional role through March 1, 2025, under a severance agreement that provides four months of base salary and COBRA premium support, which is a routine executive departure for shareholders.
Resignation as Chief Legal Officer effective December 31, 2024; employment continues in a transitional role through March 1, 2025
Severance Agreement dated December 2, 2024 provides four months of current base salary after the separation date
COBRA premium payment or reimbursement through the earlier of June 30, 2025 or eligibility for another employer's group medical plan
HubSpot reported third-quarter 2024 results for the period ended September 30, 2024, in a press release furnished under Item 2.02. Revenue grew 20% to $669.7 million, and the company posted GAAP net income of $8.1 million, compared with a net loss of $3.6 million a year earlier. HubSpot also issued fourth-quarter and full-year 2024 guidance, with Q4 revenue expected at $672.0 million to $674.0 million.
Total revenue was $669.7 million, up 20% from Q3 2023
GAAP net income was $8.1 million, or $0.16 per diluted share, versus a net loss of $3.6 million in Q3 2023
Non-GAAP operating income was $125.2 million, compared with $92.1 million in Q3 2023
Full-year 2024 revenue guidance is $2.597 billion to $2.599 billion; non-GAAP EPS guidance is $7.98 to $8.00
HubSpot reported second-quarter 2024 revenue of $637.2 million, up 20% from a year earlier, and a GAAP net loss of $14.4 million, or $0.28 per share, compared with a $111.8 million loss in Q2 2023. It also issued third-quarter and full-year 2024 guidance, including full-year revenue of $2.567 billion to $2.573 billion and non-GAAP net income per share of $7.64 to $7.70.
Q2 2024 total revenue was $637.2 million, up 20% from Q2 2023; subscription revenue was $623.8 million.
GAAP net loss was $14.4 million, or $0.28 per share, versus a $111.8 million loss, or $2.25 per share, in Q2 2023.
Non-GAAP net income was $103.5 million, or $1.94 per diluted share, versus $71.8 million, or $1.38, a year earlier.
Q3 2024 revenue is expected at $646.0 million to $647.0 million; full-year 2024 non-GAAP operating income is expected at $437.0 million to $441.0 million.
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