文章核心观点 - 谷歌母公司Alphabet有意收购HubSpot [1][2][3] - 收购将采取全股票交易的方式 [3][6][7] - 收购有助于Alphabet在企业软件和云计算领域与微软竞争 [4][5] 公司分析 HubSpot - HubSpot的核心软件产品帮助中小企业进行内容营销和客户关系管理 [4] - HubSpot的客户关系管理(CRM)产品可与Salesforce和微软Dynamics 365竞争 [4][5] Alphabet - 收购HubSpot可增强Alphabet的搜索和YouTube广告业务 [5] - 收购HubSpot有助于Alphabet在企业软件和云计算领域与微软竞争 [5] - Alphabet目前在云计算领域位居第三,落后于微软 [5] - Alphabet拥有1080亿美元的现金储备,可以支付收购 [6] - 收购HubSpot的股票交易方式可能是为了避免Alphabet股价下跌 [7][8] 行业影响 - 如果交易完成,企业软件行业可能会出现重大洗牌 [8]

HubSpot shares rallied 9% on Tuesday after CNBC's David Faber reported that Alphabet is looking at an all- stock offer for the software company. Reports of a potential deal first surfaced in early April, when Reuters published a story saying Alphabet was talking to advisors about making an offer for HubSpot. Bloomberg followed with a story earlier this month, indicating that talks were progressing. "There have been many reports about HubSpot being in conversations with Google," Faber said Tuesday. "My under ...

HubSpot (HUBS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this cloud-based marketing and sales software platform have returned -6%, compared to the Zacks S&P 500 composite's +5% change. During this period, the Zacks Internet - Software industry, which HubSpot falls in, has lost 0.1%. The key question now is: What could be the stock's future directio ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about HubSpot (HUBS) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. HubSpot currently has an average brokera ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO COMMISSION FILE NUMBER 001-36680 HubSpot, Inc. (Exact name of registrant as specified in its charter) Delaware 20-2632791 (State or other jurisdiction of ( ...

HubSpot, Inc. (HUBS) reported impressive first-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. Net Income On a GAAP basis, the company recorded a net income of $5.9 million or 12 cents per share against a loss of $36.6 million or a loss of 74 ...

HubSpot (NYSE:HUBS) stock is back in the limelight on Thursday after reignited reports claimed that Alphabet is interested in acquiring the cloud-based customer relationship management business. Insider sources claim that Alphabet (NASDAQ:GOOGL, NASDAQ:GOOG) is indeed still interested in acquiring HubSpot. These reports claim that the Google parent company has continued to progress negotiations after reports broke last month of a potential deal. If Alphabet does move forward with plans to buy HubSpot it cou ...

财务数据和关键指标变化 - 公司Q1收入同比增长23%,达到6.17亿美元 [30][39] - 订阅收入同比增长23%,服务及其他收入同比增长15% [30] - 毛利率保持在高水平,Q1达到15% [9] - 经营利润率同比提升120个基点 [9] - 现金及可流动资产达到18亿美元 [35] 各条业务线数据和关键指标变化 - 营销业务(Marketing Hub)持续创新,是公司的原始业务 [13] - 销售业务(Sales Hub)增长强劲,成为公司的重要增长引擎 [12][13] - 多业务线(Multi-Hub)采用持续增加,超过35%的高端客户使用3个及以上业务线 [13] 各个市场数据和关键指标变化 - 国内收入同比增长21% [30] - 国际收入同比增长25%,占总收入47% [30] - 新客户净增加11,700家,总客户数超过215,000家 [10][31] - 客户平均订阅收入(ASRPC)保持稳定,Clearbit收购带来1个百分点的提升 [32] 公司战略和发展方向及行业竞争 - 公司从应用到套件再到客户平台的战略转型正在推进 [13][28] - 公司专注于为客户提供易用、易扩展、快速见效的统一客户平台 [10][44] - 公司加大AI技术在各业务线的应用,成为行业创新引领者 [20][21][22][23][24][25][26][27] - 公司通过降低入门价格、增加客户数量、提升客户续订率的座席定价模式获得客户认可 [16][17][18][19] 管理层对经营环境和未来前景的评论 - 第一季度需求环境较为谨慎,客户决策过程更加审慎 [14][15][38] - 公司在此环境下持续专注于为客户提供价值,保持高客户保留率 [15][44] - 公司对长期发展前景保持信心,将持续加大创新投入 [20][28][44] 问答环节重要的提问和回答 问题1 **Samad Samano 提问** 上市公司软件行业中小型企业客户普遍疲软,公司如何保持20%以上的持续增长? [49] **Yamini Rangan 回答** 公司在谨慎的宏观环境下,通过为客户提供更低总拥有成本、更高价值和更快交付的统一客户平台,持续获得客户青睐,保持了在各细分市场的良好增长势头 [50][51][52][53] 问题2 **Mark Murphy 提问** 公司12月份出现的客户购买意愿提升在Q1又有所下降,这种波动背后的原因是什么? [55][56] **Yamini Rangan 回答** 公司在Q1观察到客户预算审慎、决策过程更加复杂,这与12月的情况有所不同,更接近2023年全年的整体环境 [56][57] 问题3 **Alex Zukin 提问** 公司的座席定价模式变化是否对销售周期产生了影响? [59][60] **Yamini Rangan 回答** 座席定价模式变化导致3月份ASP下降较快,但4月开始呈现好转趋势。这一变化与宏观环境的变化有所不同,两者都对公司业务产生了一定影响 [60][61]

For the quarter ended March 2024, HubSpot (HUBS) reported revenue of $617.41 million, up 23.1% over the same period last year. EPS came in at $1.68, compared to $1.20 in the year-ago quarter. The reported revenue represents a surprise of +3.40% over the Zacks Consensus Estimate of $597.12 million. With the consensus EPS estimate being $1.49, the EPS surprise was +12.75%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

HubSpot (HUBS) came out with quarterly earnings of $1.68 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.20 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 12.75%. A quarter ago, it was expected that this cloud- based marketing and sales software platform would post earnings of $1.54 per share when it actually produced earnings of $1.76, delivering a surprise of 14.29%. Ove ...