Sales software stocks post mixed Q1, led by HubSpot’s 23.4% revenue growth

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Sales software stocks reported mixed first-quarter results, with the four tracked companies collectively beating revenue estimates by 1.5% but issuing next-quarter guidance 0.8% below expectations. HubSpot led the group with revenues of $881 million, up 23.4% year on year and exceeding analysts’ estimates by 2.1%, while also raising its full-year EPS guidance. Freshworks posted revenues of $228.6 million, up 16.5% and beating estimates by 2.3%, and delivered the highest guidance raise among peers. ZoomInfo reported revenues of $310.2 million, up 1.5% and slightly above estimates, but its next-quarter revenue guidance missed significantly, sending shares down 51%. Salesforce recorded revenues of $11.13 billion, up 13.3% and surpassing estimates by 0.8%, though billings missed and full-year revenue guidance merely met expectations. On average, the stocks have fallen 15.3% since reporting.

Impact on stocks 4

Cloud & Digital Infrastructure± Mixed · 2 stocks
HubSpot Inc
HUBS
▲ PositiveCapitalrelevance

HubSpot beat revenue estimates by 2.1% and raised full-year EPS guidance.

Artificial Intelligence▲ · 2 stocks
Freshworks Inc
FRSH
▲ PositiveCapitalrelevance

Freshworks beat revenue estimates and delivered the highest guidance raise among peers.

Salesforce.com Inc
CRM
± MixedCapitalrelevance

Salesforce beat revenue estimates but billings missed and guidance merely met expectations, with no clear positive or negative driver.

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