Piper Sandler analyst Brent Bracelin maintained an Overweight rating on HubSpot Inc HUBS with a $570 price target.Bracelin expects HubSpot to gain market share due to its highly efficient GTM effort combined with organic product development, which results in customer satisfaction and structurally higher gross dollar retention in the high 80s.The analyst noted that the company is increasing, expanding at three times the market’s 11% rate over the last four years, yet its share is still a tiny 4%.Also Read: H ...

HubSpot, Inc. (HUBS) recently announced that it has formed a strategic partnership with Amplitude to integrate the complementary capabilities and help businesses improve their sales performance. The collaboration emphasizes offering detailed insights into user behavior and boosting marketing efficiency.Product-led growth is the most efficient way to drive sustainable revenue growth. However, to achieve this and unlock the complete potential of their products, enterprises’ marketing campaigns must target the ...

文章核心观点 - 人工智能(AI)市场存在赢家和输家,一些公司正在获得强劲的需求,将从AI的采用中创造大量财富 [1] - 两家AI股票有潜力成为AI革命的赢家,值得长期持有 [1] 1. Soundhound AI - Soundhound AI是一家有前景的小型AI股票,其对话式语音AI技术正被餐饮和汽车行业广泛使用 [2] - Soundhound第二季度收入同比增长54%,累计订阅和订单积压近乎翻倍至7.23亿美元 [2] - Soundhound的增长主要来自餐饮业,但也在汽车行业获得了进展,多家欧洲品牌开始使用其语音助手技术 [2] - Soundhound最近收购了企业软件公司Amelia,将拓展至零售和金融服务等其他行业,预计将为公司带来4500万美元的经常性软件收入 [3] - Soundhound尚未实现盈利,但其通过产品版税和订阅收入的策略,未来有望实现高盈利 [3] 2. HubSpot - HubSpot提供基于AI的订阅式平台,将公司数据集中管理,提高团队的洞察力和销售线索转化效率 [4] - HubSpot第二季度客户数达22.8万,去年收入达24亿美元,在800亿美元的大市场中仍有很大的增长空间 [4] - 尽管受到宏观环境影响,HubSpot全年收入仍有18%的同比增长,长期增长前景良好 [4][5] - HubSpot采用免费试用模式吸引中小企业,并鼓励其升级到高级服务,这一策略与Salesforce早期发展轨迹相似 [5] - HubSpot当前市销率为10.5,与Salesforce20年前相当,有望实现与未来收入增长相当的市场超额回报 [6]

A month has gone by since the last earnings report for HubSpot (HUBS) . Shares have added about 5.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is HubSpot due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. HubSpot Q2 Earnings Beat Estimates, Top Line Surges Y/YHubSpo ...

From a technical perspective, HubSpot (HUBS) is looking like an interesting pick, as it just reached a key level of support. HUBS recently overtook the 50-day moving average, and this suggests a short-term bullish trend.The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend.Shares of HUBS have been ...

HubSpot, Inc. (HUBS) reported impressive second-quarter 2024 results, with the bottom and the top line beating the respective Zacks Consensus Estimate. The company reported a top-line expansion year over year, backed by growing user engagement across all segments. Integration of advanced AI tools across its product suites and customer platform is driving growth. However, cautious spending decision stemming from an unfavorable macro environment is a headwind.Net IncomeOn a GAAP basis, the company reported a ...

HubSpot HubSpot Overview Q2 2024 Safe Harbor Statement This presentation includes certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding management's expectations of future financial and operational performance and operational expenditures, expected growth, foreign currency movement, and business outlook, including our financial guidance for the third fiscal quarter of and full year 2024 and our long-term financial fram ...

HubSpot (HUBS) reported $637.23 million in revenue for the quarter ended June 2024, representing a year-over-year increase of 20.4%. EPS of $1.94 for the same period compares to $1.34 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $618.81 million, representing a surprise of +2.98%. The company delivered an EPS surprise of +19.02%, with the consensus EPS estimate being $1.63.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

HubSpot (HUBS) came out with quarterly earnings of $1.94 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 19.02%. A quarter ago, it was expected that this cloud-based marketing and sales software platform would post earnings of $1.49 per share when it actually produced earnings of $1.68, delivering a surprise of 12.75%.Over th ...

财务数据和关键指标变化 - 收入同比增长21%,达到6.48亿美元 [13][34] - 订阅收入同比增长20%,服务及其他收入同比增长18% [34] - 美国收入同比增长20%,国际收入同比增长22% [34] - 毛利率提升3个百分点至17% [13][38] - 自由现金流为9200万美元,占收入的14% [38] - 现金及可流动资产总额达19亿美元 [38] 各条业务线数据和关键指标变化 - 营销、销售和服务中心的多中心解决方案带动了更大规模的交易 [17] - 服务中心更新后,100+席位客户增长55%,帮助台门户关闭工单增加200% [22][100] - 内容中心自推出以来,与营销中心的捆绑率近50% [23] 各个市场数据和关键指标变化 - 小型企业客户增长强劲,带动了总客户数增加11,200家至228,000家 [14][35] - 平均订阅收入略有下降2%,受低价入门客户增加的影响 [35][36] - 客户续订率维持在高80%,净收入留存率为102% [37] 公司战略和发展方向及行业竞争 - 公司专注于成为中小企业客户的首选客户平台 [25][26][44] - 通过整合营销、销售和服务中心,提供统一的客户视图和洞见 [49][50][104] - 持续创新,如推出内容中心和服务中心新功能,提升客户价值 [22][23] - 推出HIPAA合规功能,拓展医疗等行业客户 [84][85][86] - 嵌入式AI在各中心持续发挥作用,如内容中心的AI功能受到好评 [77][78][79] 管理层对经营环境和未来前景的评论 - 宏观环境持续疲软,客户决策周期延长、预算审批更加严格 [24][65][119] - 但客户更倾向于整合到少数平台,公司有望成为首选 [66][67] - 新定价模式有望在未来几个月内带来更多客户和升级 [19][20][21] - 公司有信心在当前环境下实现全年指引 [119][120][151] 其他重要信息 - 公司现金充裕,2019亿美元,未来将专注于内生增长,谨慎看待并购 [72][73] - 资本支出占收入比例由4%上升至5%,主要用于产品和工程投入 [139][140][141] 问答环节重要的提问和回答 问题1 **Samad Samana 提问** 各业务线增长情况是否有差异,是否有某个业务线增速有所加快 [48] **Yamini Rangan 回答** 多中心解决方案是增长的关键,客户倾向于整合到少数平台 [49][50][51] 问题2 **Mark Murphy 提问** 支付产品的进展如何,是否带来了更多的客户价值 [54][55] **Yamini Rangan 回答** 支付产品正在为客户带来更多价值,未来仍是一个战略性的重点 [56][57][58][59][60][61] 问题3 **Brad Sills 提问** 升级环境疲软的原因是否与公司成为平台公司、交易更加复杂有关 [63][64] **Yamini Rangan 回答** 宏观环境导致决策周期延长是主要原因,但公司成为客户首选平台也有助于加速交易 [65][66][67]