Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Core Insights - HubSpot, Inc. (HUBS) shares increased by 13.18 percent, rising $27.59 to $236.92 following the announcement of Aurasell's AI-Native Go-To-Market Operating System [1] Stock Performance - HubSpot stock opened at $227.65, up from a previous close of $209.33, with trading between $226.05 and $245.03 during the session [2] - The last reported bid was $229.83 for 8,000 shares, with an ask at $232.99 for 20,000 shares, and trading volume reached 1,047,052 shares, close to the average volume of 1,143,985 [2] - The 52-week trading range for HubSpot shares is $207.20 to $881.13 [2] New Platform Features - Aurasell's new platform allows revenue teams to implement AI-driven automation, shared context, and workflow intelligence on existing CRM systems without the need for core infrastructure replacement [3] - The platform is designed to deliver measurable impact within hours, mitigating operational and political risks typically associated with full CRM replacements [3]

Group 1 - Hubspot stock price has been in a freefall in the past few months [1] - Hubspot is currently one of the worst-performing companies on Wall Street [1]

Core Insights - HubSpot, Inc. (HUBS) reported strong fourth-quarter 2025 results, exceeding both revenue and earnings estimates [1][9] Financial Performance - The company achieved a GAAP net income of $54.4 million or $1.04 per share, significantly up from $4.9 million or 9 cents per share in the same quarter last year [3] - Non-GAAP net income reached $162.5 million or $3.09 per share, an increase from $124.9 million or $2.42 per share year-over-year [3] - For the full year 2025, GAAP net income was $45.9 million or 86 cents per share, compared to $4.6 million or 9 cents per share in 2024 [4] Revenue Growth - Quarterly revenues rose to $846.7 million from $703.2 million year-over-year, driven by increased user engagement and multi-hub adoption [5] - Subscription revenues increased to $829 million, up 21% year-over-year, surpassing the Zacks Consensus Estimate of $811.55 million [6] - The company added over 9,800 net new customers in Q4, bringing the total customer count to 288,706, a 16% increase year-over-year [6] Profitability Metrics - Gross profit for the quarter was $709.1 million, up from $599.8 million in the previous year [8] - Operating income on a GAAP basis was $48.23 million, compared to a net loss of $10.8 million in the year-ago quarter [8] - Non-GAAP operating income improved to $191 million from $133.07 million, with respective margins of 22.6% and 18.9% [8] Cash Flow and Liquidity - In Q4 2025, HubSpot generated $247.4 million in cash from operating activities, up from $194.1 million in the same quarter last year [10] - For the full year 2025, operating cash generated was $760.7 million, compared to $598.6 million in 2024 [10] - As of December 31, 2025, the company had $882.2 million in cash and cash equivalents [10] Future Outlook - For Q1 2026, HubSpot forecasts revenues between $862 million and $863 million, representing a 21% increase at constant currency [11] - For the full year 2026, management estimates revenues between $3.69 billion and $3.7 billion, an 18% year-over-year increase [12] - Non-GAAP net income per share is expected to be in the range of $12.38-$12.46 for 2026 [12]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

HubSpot ended 2025 with more than 288,000 customers, adding 9,800 net new customers in Q4 and more than 40,000 during the year. Average subscription revenue per customer was $11,700 in Q4, up modestly year-over-year. Net revenue retention increased sequentially to 105% in Q4, while full-year net revenue retention was 103.5%, up from 101.8% in 2024.Profitability also improved. Rangan said operating margin was 22.6% in Q4 and 18.6% for the full year. Bueker, speaking to non-GAAP metrics, reported Q4 operating ...

Core Viewpoint - HubSpot reported quarterly earnings of $3.09 per share, exceeding the Zacks Consensus Estimate of $2.99 per share, and showing an increase from $2.32 per share a year ago, indicating a positive earnings surprise of +3.26% [1] Financial Performance - HubSpot's revenues for the quarter ended December 2025 were $846.75 million, surpassing the Zacks Consensus Estimate by 2.03%, and up from $703.17 million year-over-year [2] - The company has consistently exceeded consensus EPS estimates over the last four quarters [2] Stock Performance and Outlook - HubSpot shares have declined approximately 42.2% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] - The company's current Zacks Rank is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.30 on revenues of $833.51 million, and for the current fiscal year, it is $11.44 on revenues of $3.59 billion [7] Industry Context - The Internet - Software industry, to which HubSpot belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Group 1 - The article does not provide any specific content related to company or industry analysis [1]

Financial Data and Key Metrics Changes - Q4 revenue grew 18.2% year-over-year in constant currency, with full-year 2025 revenue also growing 18.2% to $3.1 billion [6][21] - Q4 operating margin was 22.6%, while the full-year operating margin was 18.6%, reflecting strong operating profit growth [6][24] - Net income for Q4 was $163 million, or $3.09 per share, and for the full year, it was $516 million, or $9.70 per share [24] Business Line Data and Key Metrics Changes - Subscription revenue in Q4 grew 21% year-over-year, while services and other revenue increased by 12% [21] - The number of customers grew to over 288,000, with 9,800 net new customers added in Q4 [6][22] - Average subscription revenue per customer was $11,700 in Q4, up year-over-year [22] Market Data and Key Metrics Changes - Domestic revenue grew 17% year-over-year, while international revenue grew 19% in constant currency and 24% as reported, representing 49% of total revenue [21] - Net revenue retention increased to 105% in Q4, up from 101.8% in 2024, indicating strong customer expansion [22][24] Company Strategy and Development Direction - The company aims to leverage AI to drive growth for mid-market companies, focusing on making AI practical and actionable [10][14] - A new growth playbook for the AI era was launched, alongside AI-powered solutions to enhance marketing efforts [16] - The strategy includes accelerating upmarket growth and enhancing multi-hub adoption, with a focus on delivering both power and simplicity [13][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver durable growth, citing strong core fundamentals and emerging AI levers [29] - The company anticipates net revenue retention to grow by another 1-2 points year-over-year in 2026, driven by continued seat expansion and credit adoption [23][25] - Management highlighted the importance of customer context in AI adoption, emphasizing that the gap between AI output and outcomes is a significant challenge [33][35] Other Important Information - The Board of Directors authorized a share repurchase program of up to $1 billion, reflecting confidence in the business [7][24] - The company expects total as-reported revenue for Q1 2026 to be in the range of $862-$863 million, representing a 16% year-over-year increase in constant currency [26] Q&A Session Summary Question: Concerns about AI disruption in the software industry - Management addressed concerns about AI disruption, emphasizing the importance of customer context and the company's role as a system of record [31][33] Question: Guidance on revenue growth and net new ARR - Management explained that while guidance indicates a 16% growth, net new ARR growth is expected to outpace revenue growth, indicating potential acceleration [39][41] Question: Pricing impact on growth - Management clarified that pricing changes contributed to net revenue retention, but the primary driver was higher upgrade rates for seats [64][66] Question: Internal benefits from AI - Management highlighted that AI has transformed product development and operational efficiency, with significant improvements in support and sales processes [70][72] Question: Adoption among AI-native companies - Management noted that AI-native companies choose HubSpot for its platform value and context, which is essential for decision-making [76][78]

Financial Data and Key Metrics Changes - Q4 revenue grew 18.2% year-over-year in constant currency, with full-year 2025 revenue also growing 18.2% to $3.1 billion [6][21] - Operating margin was 22.6% in Q4 and 18.6% for the full year, reflecting strong operating profit growth [6][24] - Net income for Q4 was $163 million, or $3.09 per share, and for the full year, it was $516 million, or $9.70 per share [24] Business Line Data and Key Metrics Changes - Subscription revenue in Q4 grew 21% year-over-year, while services and other revenue increased by 12% [21] - The number of customers grew to over 288,000, with 9,800 net new customers added in Q4 [6][22] - Average subscription revenue per customer was $11,700 in Q4, up year-over-year [22] Market Data and Key Metrics Changes - Domestic revenue grew 17% year-over-year, while international revenue growth was 19% in constant currency [21] - International revenue represented 49% of total revenue [21] Company Strategy and Development Direction - The company aims to lead with AI, focusing on making AI work for growth companies and reimagining marketing with new products [13][14] - The strategy includes accelerating upmarket growth and enhancing the agentic customer platform [18] - The company has authorized a $1 billion share repurchase program, signaling confidence in future growth opportunities [7][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver durable growth, driven by strong fundamentals and AI momentum [29] - The company anticipates net revenue retention to increase by one to two points year-over-year in 2026 [23] - Management highlighted the importance of customer context in driving AI adoption and outcomes [33][35] Other Important Information - The company reported a significant increase in multi-hub adoption, with 62% of new Pro Plus customers using multiple hubs [9] - The Core Seat adoption has expanded, with nearly 70% of customers utilizing enriched data by Q4 [19] Q&A Session Summary Question: Concerns about AI disruption in the software industry - Management addressed concerns about AI disruption, emphasizing the importance of customer context and the company's role as a system of record [31][33] Question: Guidance on revenue growth and net new ARR - Management explained that while guidance indicates a 16% growth, net new ARR is expected to outpace revenue growth, indicating potential acceleration [39][41] Question: Pricing impact on growth - Management clarified that pricing changes contributed to net revenue retention, but the primary driver was higher upgrade rates for seats [64][66] Question: Internal benefits from AI - Management highlighted that AI has transformed product development and operational efficiency, with significant portions of coding and support handled by AI [70][72] Question: Adoption among AI-native companies - Management noted that AI-native companies are choosing HubSpot for its platform value and context, which is essential for decision-making [76][78]