• Reported GAAP EPS of $0.62 up 247.62% YoY • Reported revenue of $881M up 23.36% YoY • HubSpot anticipates full year 2026 total revenue from $3.7B to $3.71B, representing an 18% year-over-year increase. Non-GAAP operating income is expected between $762M and $766M.
Bullish
HubSpot reported strong Q1 2026 revenue growth of 23% to $881M, expanding non-GAAP operating margin to 17.8%. HubSpot also achieved 16% customer growth, reaching 299,458.
Bearish
HubSpot faces risks in differentiating its AI-powered platform from competitors and navigating regulatory developments for AI. The company also highlights macroeconomic instability and challenges in customer retention and acquisition.