Executive Summary
Generated July 30, 2026
Enterprise Software
HubSpot
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Cambridge, Massachusetts, USA
Website
Employees
8,882 (as of Dec 31, 2025, 10-K)
Founded
2006
Listing
HUBS · NASDAQ
Market Cap
$12.19B
Revenue (TTM)
$3.30B
Price
USD238.05 (+8.92%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
HubSpot provides marketing, sales and customer service software aimed primarily at small and mid-sized businesses, competing with Salesforce for the broader CRM market. HubSpot reported Q1 2026 revenue of $881 million (up 23% year-over-year) with annual recurring revenue reaching $3.45 billion; more than 8,000 customers activated its Breeze Customer Agent and over 10,000 activated its Prospecting Agent (up 57% quarter-over-quarter), as the company shifted its Breeze AI agents to outcome-based pricing and returned to GAAP profitability.
Strategic Connections
- Amazon Web Services: HubSpot's marketing and CRM platform runs on AWS cloud infrastructure.
- Freshworks: HubSpot competes with Freshworks in CRM and customer engagement software for small and mid-market businesses.
- Salesforce: HubSpot competes with Salesforce in CRM and marketing software, primarily targeting smaller businesses.
Strategic Risks
- Competition from larger enterprise CRM platforms moving downmarket
- Small business customer spending sensitivity to economic conditions
Future Outlook
- Expansion of AI-powered marketing and sales tools
- AI seat and credit consumption growth (90% and 67% respectively) expected to drive continued monetization upside through 2026
Sources
4 sources, 80% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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