HubSpot, Inc. (HUBS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Gabriela Borges: All right. Fantastic. We will go ahead and kick off the afternoon day 2, Goldman Sachs Communacopia & Technology. Delighted to have with me on stage, Yamini Rangan, CEO of HubSpot. Thank you for being here again.

Yamini Rangan: Thank you, Gabriela. It's a great conference, and thanks for having me again.

Gabriela Borges: It's absolutely our pleasure. Yamini, I know how customer-obsessed you are. I think that's the best word to describe some of the leadership philosophy that you have at HubSpot. Help us bridge the gap a little bit between what we see on Twitter and some of the feedback we see on LinkedIn about AI and what you're actually hearing in the field from the mid-market customers that are core to the HubSpot base on what the vision is for where AI goes over the next 2 years.

Yamini Rangan: Okay. Yes, there's a big wide gap between what is happening on X and what is happening on social post as well as what is happening from an AI perspective. I think the fundamental shift that's happening within software is that the prior generation of software, everything that we did was about delivering features that companies then implemented, and then they got their users to adopt it after the training period and then they got value from software. I think with AI, you fundamentally shifted that to delivering work for those users. And the work could be either a support ticket that you're doing