Every material Form 8-K HubSpot filed with the SEC in 2026, 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.
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 →