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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
HubSpot
HubSpot (HUBS) investor relations material
HubSpot Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue was $947.6M, up 17.1% YoY reported and 17.0% in constant currency; non-GAAP operating income rose 33% to $214.2M.
Customers reached 311,704, up 12% YoY; longer buying cycles, budget scrutiny and weaker inbound demand pressured customer additions and upgrades.
AI is shifting software toward agents that deliver outcomes; product, pricing, go-to-market and operational changes aim to capture that opportunity as headwinds persist.
Financial highlights
Subscription revenue was $930.2M, up 18% YoY; professional services and other revenue was $17.3M, down 3%.
Non-GAAP net income was $188.9M, up 35%, and diluted EPS was $3.81, up 43%; GAAP net income was $83.0M and diluted EPS was $1.67.
Calculated billings were $924.9M, up 15% YoY; free cash flow was $188.0M, up 27.9%.
GAAP operating income was $71.9M versus $11.2M a year earlier.
Outlook and guidance
Q4 revenue guidance is $945M–$947M, up 11.7% YoY at midpoint reported and 12.2% in constant currency; non-GAAP operating income guidance is $216M–$217M, at a 22.9% margin.
Q4 non-GAAP diluted EPS guidance is $3.85–$3.87; expected net customer additions are below Q3’s 5,000.
FY2026 revenue guidance is $3.685B–$3.687B, up 17.7% reported and 16.1% in constant currency; non-GAAP operating income guidance is $772M–$773M, at a 20.9%–21.0% margin.
FY2026 non-GAAP diluted EPS guidance is $13.59–$13.61; free cash flow is expected to be $720M.
Non-GAAP operating margin targets are 23%–24% in 2027 and 30% in 2030; net new ARR is expected to decline YoY in FY2026.
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Latest events from HubSpot
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- 2024 revenue grew 21% with strong margins; 2025 outlook remains robust amid AI-driven expansion.HUBSQ4 2024
Next HubSpot earnings date
Q4 202610 Feb, 2027
HubSpot
Next HubSpot earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
A Comprehensive Marketing Tool
HubSpot is a company that offers a comprehensive platform for inbound marketing, sales, and customer service. Their software and tools help businesses attract and engage clients by providing solutions for content creation, lead generation, customer service, and more. The company was founded in 2006 and today they serve customers worldwide and HubSpot’s platform has become a common tool amongst marketing departments in everything from small startups to large corporations.
A powerful platform
HubSpot's platform is a versatile solution that caters to the needs of businesses across various functional areas. In marketing and sales, the platform equips businesses with an array of powerful tools. Marketers can create content using the platform's content management system, which allows for easy editing, formatting, and scheduling. The platform also facilitates lead generation and management, providing customizable forms and landing pages to capture and store valuable prospect data. Marketers can pursue leads through marketing automation, creating personalized workflows that deliver targeted content based on user behaviors and preferences. The integrated CRM system offers an overhead perspective of leads, enabling sales teams to effectively track, manage, and close deals. With features like contact management, deal tracking, and email templates, sales representatives can streamline their processes and foster fruitful customer relationships.
Other publicly listed companies that offer similar services and compete with HubSpot are Oracle, Salesforce, as well as several others.
Making customer service more manageable
On the customer service front, HubSpot's platform offers comprehensive tools to provide exceptional support experiences. Customer inquiries can be managed and tracked, ensuring prompt and personalized responses. The platform enables businesses to offer multichannel support, including email and live chat, empowering them to engage with customers on their preferred platforms. Through effective ticket management and communication features, businesses can deliver efficient responses and resolutions to customer issues.
Tracking key data
Beyond marketing, sales, and customer service, HubSpot's platform provides robust analytics and reporting capabilities. Businesses can track key metrics, measure campaign effectiveness, and gain actionable insights to optimize their strategies within marketing. The platform's reporting features enable data-driven decision-making and help businesses identify opportunities for improvement within their day-to-day operations.