HubSpot Anticipated AI's Hit to Web Traffic -- Market Talk

Dow Jones2025-09-05

1003 ET - Investors have expressed concern that Google AI Overviews will hurt HubSpot by taking away valuable web traffic. But the company anticipated this change years in advance and pivoted beyond search to alternate emerging channels including YouTube and podcasts, say JPMorgan analysts. HubSpot is now cited in more large language models than any other customer relationship management company and is now tracking when AI generates leads for customers' businesses, which will help the company sustain demand in the AI era. "HubSpot's adept maneuvering should be viewed as a feather in its cap and an ability to see around corners," the analysts say. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

September 05, 2025 10:03 ET (14:03 GMT)

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