HubSpot (HUBS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

HubSpot (HUBS) reported $809.52 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 20.9%. EPS of $2.66 for the same period compares to $2.18 a year ago.The reported revenue represents a surprise of +2.96% over the Zacks Consensus Estimate of $786.26 million. With the consensus EPS estimate being $2.58, the EPS surprise was +3.1%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how HubSpot performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Total Customers: 278,880 compared to the 277,121 average estimate based on five analysts.Average Subscription Revenue per Customer: $11,578.00 versus $11,283.92 estimated by four analysts on average.Revenues- Subscription: $791.68 million compared to the $770.12 million average estimate based on nine analysts. The reported number represents a change of +20.9% year over year.Revenues- Professional services and other: $17.84 million compared to the $16.14 million average estimate based on nine analysts. The reported number represents a change of +19.1% year over year.Gross margin (Non-GAAP)- Subscription: $686.22 million versus the eight-analyst average estimate of $672.09 million.View all Key Company Metrics for HubSpot here>>>Shares of HubSpot have returned +4.8% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks Names #1 Semiconductor StockThis under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report HubSpot, Inc. (HUBS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks