$PCOR reported a good quarter. Great product / platform story in the construction vertical. Near-term risk as they transition their go-to-market but long-term fundamentals intact. Story feels like its getting better and numbers likely move higher. Risk / reward not so… https://t.co/nXJaOilfMW
$PCOR call spreads up nearly 200% now.. awesome hit
$HUBS reported a solid Q4 and set an achievable bar for 2025 highlighting slightly accelerating revenue growth through the year. Great platform SaaS company w/ an improving story (platform, price increases / pricing power, AI functionality releases, move up-market, channel… https://t.co/2Dnaj7E6Iu

HubSpot reported robust financial results for the fourth quarter of 2024, with total revenue reaching $703.2 million, surpassing analyst expectations of $673.3 million. The company achieved a non-GAAP adjusted earnings per share (EPS) of $2.32, exceeding the estimate of $2.19. Year-over-year, revenue grew by 21%, driven by the expansion of its AI-powered platform. Additionally, HubSpot's GAAP net income for the quarter was $4.9 million, a notable improvement from a net loss of $12.4 million in the same period last year. Despite the positive quarterly results, HubSpot provided guidance for the first quarter of 2025, projecting EPS between $1.74 and $1.76, which falls short of the consensus estimate of $2.01. Revenue guidance for Q1 2025 is expected to be between $697 million and $699 million, also below the anticipated $705.6 million. For the full year of 2025, HubSpot forecasts total revenue between $2.985 billion and $2.995 billion, reflecting a year-over-year growth of approximately 16% in constant currency.









