Every material Form 8-K HubSpot filed with the SEC in 2025, 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 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every HubSpot filing is on SEC EDGAR ↗. 8-K briefs of other companies →