Sep. 1 at 3:51 PM
$HUBS SaaS is recovering, Hubspot, like
$CRM , will use their data to power agents like Claude (Salesforce did Claudeforce) and commence partnerships in this regard. Also a good probability that they will get bought by a different company regarding its current low price. Google (
$GOOG ) wanted to aquire Hubspot in 2024 for $ 30-35 bn.
They are also first mover and directly monetizing the agent usage instead of seats to break free from the seat bond business. Next quarter will give better insights.