ZoomHubSpot

Zoom vs HubSpot

Zoom vs HubSpot: this page compares business models, financial performance, and market context to help readers understand how each company operates and positions itself within the broader tech and Saa...

Why It's Moving

Zoom

Zoom Surges on Earnings Beat and Buyback Momentum as Analysts Eye Upside

  • Q3 earnings delivered $1.52 EPS versus $1.44 expected, with $1.23B revenue up 4.4% YoY, beating forecasts by $15M and highlighting Enterprise segment strength at 6% growth.
  • Completed $2.38B buyback of 32.5M shares (10.6% of outstanding), boosting EPS while raised FY2026 guidance to $5.95-$5.97 EPS underscores sustained profitability.
  • Analysts mixed but optimistic: Consensus Hold with $92 average target (12% upside), rising estimates (8 upward revisions), and Buy ratings citing AI Companion and low churn.
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

AI-Powered Productivity Platforms

AI-Powered Productivity Platforms

Zoom's better-than-expected earnings, driven by its AI-powered features, highlight a significant market trend. This suggests a growing investment opportunity in companies that enhance business collaboration and productivity through artificial intelligence.

Published: August 23, 2025

Explore Basket
Enterprise AI Software: Which Stocks May Benefit?

Enterprise AI Software: Which Stocks May Benefit?

Zoom raised its annual financial forecasts, citing strong demand for its new artificial intelligence tools. This highlights a broader investment opportunity in enterprise software companies that are successfully integrating AI to drive growth and enhance their product offerings.

Published: August 22, 2025

Explore Basket
Riding The New Tech IPO Wave

Riding The New Tech IPO Wave

Figma's blockbuster IPO has shattered a multi-year drought in major tech listings, signaling renewed investor appetite for high-growth software companies. This event may trigger a wave of public offerings from other venture-backed "unicorns," creating opportunities across the tech ecosystem.

Published: August 1, 2025

Explore Basket
Visionary & Inspiring

Visionary & Inspiring

Invest in companies led by charismatic leaders who tell compelling stories about our future. These handpicked stocks represent businesses where a leader's ability to inspire translates into innovation, loyal customers, and potentially significant returns.

Published: June 18, 2025

Explore Basket
Hybrid-Workplace Experience Tech

Hybrid-Workplace Experience Tech

Discover the companies powering our new distributed work reality. These carefully selected stocks represent the software platforms that keep teams connected, productive, and engaged—no matter where they work from.

Published: June 17, 2025

Explore Basket
Network Effect Titans

Network Effect Titans

These powerful companies grow stronger with every new user, creating a self-reinforcing cycle of value. Carefully selected by our investment experts, these businesses have built formidable competitive advantages through their expanding networks in our increasingly connected world.

Published: June 17, 2025

Explore Basket

Investment Analysis

Zoom

Pros

  • Zoom is evolving into an AI-first platform with advanced agentic AI capabilities to enhance productivity and differentiate in collaboration software.
  • The company reported fiscal 2025 revenue growth of 3.1% and enterprise revenue growth of 5.2%, with strong cash flow margins supporting innovation.
  • With approximately $7.8 billion in cash and marketable securities, Zoom has substantial resources for R&D and share repurchases.

Considerations

  • Zoom’s stock price is expected to experience volatility with possible declines due to post-pandemic adjustments and competitive pressures.
  • Long-term growth depends heavily on the company’s ability to innovate beyond video conferencing amid evolving remote work trends.
  • The competitive landscape for cloud communications and video conferencing remains intense, posing execution and adoption risks.
HubSpot

Pros

  • HubSpot has demonstrated strong revenue growth driven by expanding CRM and marketing automation demand.
  • The company benefits from a comprehensive platform integrating sales, marketing, and customer service tools, enhancing customer retention.
  • HubSpot continuously innovates its product offerings, strengthening its competitive position in the SaaS customer experience market.

Considerations

  • HubSpot faces increasing competition from larger CRM and marketing software providers, which may pressure market share and margins.
  • The company’s growth is sensitive to macroeconomic conditions affecting customer spending on marketing technology.
  • High valuation levels relative to earnings introduce risk if growth expectations are not consistently met.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

ZoomLeidos

Zoom vs Leidos

Zoom vs Leidos: A neutral comparison

ZoomThe Trade Desk

Zoom vs The Trade Desk

Zoom vs The Trade Desk

ZoomPTC

Zoom vs PTC

Zoom vs PTC: Stock comparison

Frequently asked questions