Skip to content
02

Revenue Opportunity

The math is compelling—but most partners haven't cracked the code yet.
Growth Linear

The math is compelling—but most partners haven't cracked the code yet.

While the market opportunity is massive, partner monetization of AI services remains in early stages. Only 13% of partners generate more than 20% of their revenue from AI services, and 50% generate less than 10%. This gap between market potential and current performance represents the biggest opportunity in the HubSpot ecosystem's history.

HubSpot’s Ecosystem Opportunity by 2029

Hubspot Ecosystem Opportunity by 2028

Source: IDC White Paper, sponsored by HubSpot: The Agentic Shift: AI Reshaping HubSpot’s $36B Partner Opportunity, #US53770925, September 2025

The $36 Billion Ecosystem Opportunity

IDC forecasts the HubSpot ecosystem will reach $36 billion by 2029, with AI representing 40% or approximately $15.2 billion of that opportunity. This isn't just growth—it's transformation.

2025

$13.7 billion

total ecosystem

2026

$19.1 billion

total ecosystem

2027

$25.1 billion

total ecosystem

Partners project even more optimistic growth, with median revenues expected to increase by 43.8% in 2025 alone. HubSpot-related work is projected to rise from 57% of total partner revenue in 2023 to 64% by 2025.

The Enterprise Shift

Larger Clients, Bigger Opportunities

The most significant revenue driver is the shift toward larger enterprise clients. The ecosystem opportunity within companies with over 200 employees will exceed $7 billion by 2028, starting from a modest base in 2024.

Company Size Revenue Projections (2028):

$22.5 billion
Under 200 employees

$7.8 billion
200+ employees

Larger deployments require industry-specific expertise, technical complexity, and compliance knowledge that only specialized partners can provide. Partners with vertical expertise consistently identified this as their key differentiator and most valuable business opportunity.

Geographic Revenue Distribution

The global opportunity varies significantly by region.

2029 Revenue Projections by Region:

Americas

$21.1 billion

EMEA

$11.9 billion

APAC

$3.1 billion

The Americas show the steepest growth trajectory in absolute terms, while APAC, though smaller, is expanding fastest on a percentage basis and highlights significant untapped potential.

Source: IDC White Paper, sponsored by HubSpot: The Agentic Shift: AI Reshaping HubSpot’s $36B Partner Opportunity, #US53770925, September 2025

Revenue Streams

Where the Money Is

The revenue opportunity spans multiple service categories, each with distinct characteristics and growth potential.

 

Hub-Based Revenue Distribution:

Marketing: 62% (traditional strength, but evolving rapidly)
Sales: 26% (growing with AI-driven insights and personalization)
Service: 8% (expanding with AI-powered support tools)
Data: 4% (emerging growth area with AI-driven data capabilities)

Operations represents the highest growth potential despite its current small size, driven by increasing complexity and demand for AI-driven, data-intensive capabilities.

Partner Revenue by Hub
Partner Revenue by Service Type
Partner Revenue by Hub

62% Marketing

26% Sales

8% Service

64% Operations

Partner Revenue by Service Type

32% Technical Services

18% Business Services

18% Marketing Service

22% Product Sales & Commissions

10% Ongoing Consulting

Earnings pictogram

AI-Native Service Categories

The New Revenue Frontier

Traditional services are being commoditized, but new AI-native services are creating premium opportunities.

Emerging High-Value Services:

Prompt Engineering: Designing and optimizing AI interactions for specific business contexts
Agent Orchestration: Building and managing complex AI agent workflows
AI Training: Custom model fine-tuning and data preparation
Compliance Design: Ensuring AI implementations meet regulatory requirements
RAG Optimization: Retrieval-augmented generation for enterprise knowledge bases
Agentic Solution Development: Creating AI-powered tools that work autonomously

These services command premium pricing because they require specialized expertise that can't be easily replicated or automated.

The Convergence

Apps + Services = Agentic Solutions

The traditional distinction between app and solutions partners is blurring. Agentic solutions—AI-powered tools that perform tasks autonomously—can be delivered either as managed services or licensed applications.

This convergence creates multiple revenue models:

Agents as a Service: Ongoing management and optimization
Licensed Agents: Marketplace distribution for common use cases
Custom Agent Development: Bespoke solutions for enterprise clients
Agent Management: Training, maintenance, and updates
Market Dynamics

Customer Demand vs. Partner Capability

Customer Need is Urgent

  • 92% of companies plan to invest more in AI
  • Businesses seek partners who can guide AI transformation
  • SMBs particularly need accessible expertise that large consulting firms don't provide

Partner Capability is Growing

  • Most partners are making minimal revenue from AI services currently
  • Skills gap between technical foundation and monetization
  • Need for business model innovation beyond traditional service delivery

This demand-supply imbalance creates a massive opportunity for partners who can bridge the gap.

Hubspot's Ecosystem Opportunity by Region
chart - Hubspot ecosystem opportunity by region (1)

Source: IDC White Paper, sponsored by HubSpot: The Agentic Shift: AI Reshaping HubSpot’s $36B Partner Opportunity, #US53770925, September 2025

Bottom Line: The Revenue Window Is Open.

The data shows a clear opportunity: massive customer demand, limited partner supply, and premium pricing for AI expertise. Partners who move quickly to build AI capabilities and establish market position will capture disproportionate value from the $36 billion opportunity.

The question isn't whether AI will drive partner revenue — it's how much of that revenue your partnership will capture.
Star
What's your next move?
You know what's possible—now it’s time to take action.