What is the market's earnings forecast for monday.com next quarter?

What does monday.com do and what are its main business segments?

What is monday.com's gross profit margin?

Did monday.com beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for monday.com year over year?

What were the key takeaways from monday.com's earnings call?

What factors drove the changes in monday.com's revenue and profit?

What guidance did monday.com's management provide for the next earnings period?

- **Revenue Growth**: FY2025 revenue up 27% to $1.232 billion, Q4 at $334 million (+25% YoY)
- **Upmarket Dominance**: >$50k ARR customers now 41% of ARR, >$500k ARR deployments +74%
- **AI Breakthroughs**: Vibe reached $1M ARR in 3 months, Sidekick processed 0.5M messages
- **FY2026 Guidance**: $1.45B-$1.46B (18-19% growth), 11-12% operating margin (down 200bps YoY)
- **Key Risks**: 100-200bps FX headwind, no-touch SMB demand remains choppy

**【CEO Summary Section】**
- **Revenue Growth**: Total revenue for FY2025 was $1 billion, up 27% YoY, driven by strong upmarket expansion. Q4 revenue was $334 million, reflecting 25% YoY growth.
- **Upmarket Momentum**: Customers with >$50,000 ARR now represent 41% of total ARR, up from 38% in Q3. Customers with >$500,000 ARR grew deployments by 74%.
- **AI Adoption**: Monday Vibe achieved $1 million ARR in its first 3 months, with Sidekick processing 0.5 million user messages. AI agents completed 77 million actions.
- **Challenges**: No-touch channels (SMB) face choppy demand, with increased CAC and lower ROI. Management is shifting focus to high-touch enterprise sales.

**【CFO Financial Commentary】**
- **FY2025 Results**: GAAP net income of $55 million in Q4, $233.6 million for FY2025. Non-GAAP EPS was $1.04 (Q4) and $4.40 (FY2025).
- **Gross Margin**: Stable at 89% (Q4) and 90% (FY2025). R&D expenses rose to 19% of revenue due to AI investments.
- **FY2026 Guidance**: 
  - Revenue: $1.452B-$1.462B (18-19% growth)
  - Operating Margin: 11-12% (down from 14% in FY2025) due to 100-200bps FX headwind
  - Free Cash Flow: $275M-$290M (19-20% margin)
- **Headcount**: Mid-teens growth (3,155 employees as of Q4), with focus on sales and R&D.

**【Q&A Highlights】**
- **Growth Outlook**: FY2026 guidance reflects cautious macro assumptions, with no rebound in no-touch demand. NDR expected to remain stable at 110%.
- **AI Monetization**: Sidekick is now a paid add-on for Pro+ plans, with Vibe showing strong early monetization potential.
- **FX Impact**: 55% of headcount in Israel, leading to 100-200bps margin drag from shekel appreciation.
- **Customer Retention**: Gross retention for >$50k ARR customers is 91%, with renewal rates in the high 90s.
- **Competitive Position**: Vibe is the only enterprise-grade no-code platform, with 91% of ARR coming from multiproduct adoption.

monday.com Ltd. (MNDY) Q4 2025 Earnings Call Transcript

- **Revenue Growth Accelerates**: Q3 revenue up 26% YoY to $317 million, driven by upmarket sales and new product adoption (CRM, service >10% of ARR).
- **AI Innovation Drives Engagement**: Over 60,000 apps built on monday vibe, with rapid adoption of AI tools like Agent Factory. Cross-sell potential remains high (only 6% of customers use multiple products).
- **Operational Efficiency Improves**: Record operating profit ($47.5M, +47% YoY) and free cash flow ($92.3M, 29% margin). FY25 guidance reflects confidence in upmarket momentum and AI monetization.
- **FY27 Target Confirmed**: $1.8 billion revenue by FY27 achievable via upmarket expansion, AI adoption, and cross-sell. Gross retention improving due to price increases and customer quality.

**【CEO Summary Section】**
- **Revenue Growth and Customer Expansion**: Q3 revenue of $317 million (+26% YoY) driven by upmarket sales, with net additions of over 100,000 paying customers. New products (e.g., CRM, service) now account for >10% of ARR, exceeding 2025 goals.
- **AI Adoption and Product Innovation**: Over 60,000 apps built on monday vibe, with rapid adoption of AI-powered tools like Agent Factory. Cross-sell momentum strong, with only 6% of customers using multiple products.
- **Operational Efficiency**: Record non-GAAP operating profit of $47.5 million, up 47% YoY, with operating margin at 15%.

**【CFO Financial Commentary】**
- **Financial Highlights**: Q3 GAAP net income $61.9 million (+46% YoY), non-GAAP EPS $1.16. Adjusted free cash flow $92.3 million (29% margin). FY25 guidance: $1.226-1.228 billion revenue (+26% YoY), operating income $167-169 million.
- **Gross Margin and R&D**: Gross margin 90%, R&D expense $57.8 million (18% of revenue). FY25 headcount growth ~30%, expected to moderate to ~20% in FY26.
- **Upmarket Momentum**: RPO accelerating, with $50,000+ ARR customers growing 30%+ YoY. Multi-year contracts now 13% of ARR, up from 5% in FY23.

**【Q&A Highlights】**
- **AI and Go-To-Market Shift**: Transition to sales-led channels (e.g., agents, vibe) driving higher-quality pipeline. AI products like vibe and monday campaigns seeing rapid adoption, though monetization will lag.
- **Cross-Sell Opportunity**: Only 6% of customers use multiple products, with CRM ARR surpassing $100 million. Bundle offerings (e.g., work management + CRM) simplifying cross-sell.
- **FY27 Target Confidence**: $1.8 billion revenue by FY27 achievable via upmarket expansion, AI monetization, and cross-sell. Gross retention improving due to price increases and customer quality.


monday.com Ltd. (MNDY) Q3 2025 Earnings Call Transcript

- **Revenue Surge**: 27% YoY growth to $299 million, fueled by enterprise expansion and AI adoption.
- **AI Breakthrough**: 46 million AI-driven actions highlight rapid customer adoption of new features like monday magic and sidekick.
- **CRM Milestone**: Monday CRM reaches $100 million ARR, underscoring demand for flexible CRM solutions.
- **Financial Strength**: Non-GAAP operating margin of 15%, with $1.59 billion in cash and FY25 free cash flow guidance of $320-326 million.
- **Strategic Moves**: New CMO and CCO appointments to accelerate go-to-market and customer retention, with FY25 headcount growth of 30%.

**【CEO Summary Section】**
- **Revenue Growth**: Q2 revenue of $299 million, up 27% YoY, driven by enterprise expansion and AI adoption. Non-GAAP operating margin improved to 15%.
- **AI Innovation**: Launched monday magic, vibe, and sidekick, enabling users to generate workflows, build apps, and receive proactive support. AI-driven actions reached 46 million since launch.
- **Enterprise Momentum**: Record net new adds of customers paying over $100,000 annually. Monday CRM reached $100 million ARR, highlighting demand for flexible CRM solutions.
- **Executive Appointments**: Hired Harris Beber as CMO and Adi Dar as CCO to enhance go-to-market and customer retention strategies.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net income of $58.3 million, non-GAAP EPS of $1.09. Gross margin maintained at 90%, with R&D and sales expenses at 20% and 47% of revenue, respectively.
- **Guidance**: Q3 revenue $311-313 million (24-25% YoY growth). Full-year revenue $1.224-1.229 billion (26% YoY). Operating margin expected at 13%, with free cash flow of $320-326 million.
- **Liquidity**: $1.59 billion in cash, with plans to generate over $1 billion in free cash flow by FY26.

**【Q&A Highlights】**
- **Google Search Impact**: Temporary softness in SMB acquisition due to Google algorithm changes, but enterprise retention remains strong. Proactive reallocation of marketing spend to offset impact.
- **AI Monetization**: Early AI credits monetization with 20% YoY ACV growth in CRM. New AI features like sidekick driving workflow automation.
- **Hiring Strategy**: 30% headcount growth in FY25, shifting to more moderate pace in FY26. Focus on R&D, sales, and customer success to support multi-product strategy.
- **Upcoming Events**: Investor Day on September 17 to showcase long-term vision and product roadmap.

monday.com Ltd. (MNDY) Q2 2025 Earnings Call Transcript

- **30% Revenue Growth**: Q1 tops $282M, fueled by enterprise expansion and AI adoption.
- **AI Surge**: 26M+ actions (+150% YoY), customers automating workflows and gaining insights.
- **Stellar Cash Flow**: $109.5M free cash flow, on track for $310M+ FY25.
- **New Leadership**: CRO Casey George to accelerate enterprise sales, targeting large deals and upmarket motion.
- **FY25 Outlook**: 25-26% revenue growth, cautious on macro but confident in product momentum.

**【CEO Opening Remarks】**
- Q1 2025 revenue grew 30% YoY to $282 million, driven by strong enterprise segment growth and AI adoption.
- Record quarterly operating profit and highest-ever cash flow ($109.5M adjusted free cash flow).
- AI usage metrics: 26M+ AI actions completed, up 150% YoY, with customers automating complex tasks and extracting insights.

**【Co-CEO Product & Strategy Update】**
- Enterprise segment remains fastest-growing, with new AI-powered features (e.g., risk insights, portfolio reports) targeting large organizations.
- Appointment of Casey George as CRO to accelerate enterprise sales, leveraging his 30+ years of experience scaling enterprise software.
- Cross-product momentum: 70% of monday Service ARR comes from mid-market/enterprise, dev platform adoption accelerating.

**【CFO Financial Highlights】**
- Gross margin stable at 90%, with long-term target of high 80s.
- R&D expense up to 19% of revenue (vs. 16% YoY), reflecting investment in AI and product innovation.
- FY25 guidance: $1.22B-$1.23B revenue (25-26% YoY growth), $310M-$316M adjusted free cash flow.
- FX impact expected to be <100bps for FY25, with conservative outlook due to macro uncertainty.

**【Q&A Key Takeaways】**
- **AI monetization**: Early-stage, but usage correlates with pricing; 26M+ actions reflect real business value.
- **Geographic trends**: North America strongest, Europe stabilizing; no major regional shifts in Q1.
- **NDR dynamics**: 112% stable in Q1, expected to dip slightly below 112% due to macro caution.
- **Enterprise sales strategy**: Casey George will enhance top-down selling while preserving product-led growth model.
- **CRM & dev growth**: Mid-market adoption strong, enterprise cross-sell opportunities emerging for monday Service.


monday.com (MNDY)-12 May 25-2025 Q1 Earnings call transcript

- **Revenue Growth**: Q4 up 32% YoY to $268M, FY24 total $972M (+33%).
- **AI Momentum**: 10M+ AI actions, new blocks pricing model, 3x AI strategy pillars.
- **Enterprise Expansion**: 80,000-seat customer win, mondayDB 2.0 scalability.
- **2025 Guidance**: $1.2B+ revenue (24-26% growth), $300M+ free cash flow.
- **Product Success**: Monday Service highest cross-sell, CRM/Dev record adds.
- **Financial Strength**: $295M free cash flow FY24, 30% margin.
- **Execution**: 35% headcount growth, 30% FY25 hiring plan.

**【CEO Summary Section】**
- Q4 revenue reached $268 million, up 32% YoY, with FY24 total revenue of $972 million, a 33% increase. 
- Achieved $1 billion ARR milestone, driven by Work OS platform adoption.
- AI usage surged to 10 million actions, with new AI blocks pricing model introduced.
- Enterprise expansion saw 80,000-seat customer win, supported by mondayDB 2.0 scalability.
- 2025 focus on AI innovation (blocks, product power-ups, digital workforce) and enterprise growth.

**【CFO Financial Highlights】**
- Q4 non-GAAP net income: $57.3 million ($1.08 EPS), up 70% YoY.
- FY24 free cash flow: $295.8 million (30% margin), on track for $1B+ 2023-2026 target.
- 2025 guidance: 
  - Q1 revenue $274-276M (26-27% YoY growth)
  - Full year revenue $1.208-1.221B (24-26% growth)
  - Free cash flow $300-308M (25% margin)
- Operating expenses: R&D 17% of revenue, sales/marketing 51% (down 600bps YoY).
- Headcount +35% to 2,508, with 30% growth planned for FY25.

**【Product & AI Strategy】**
- Monday Service (AI-first ESM) launched with highest cross-sell rate and highest ACV.
- AI blocks pricing: 500 free credits/month, scalable usage tiers for enterprise.
- 2025 AI focus: 
  - Blocks for workflow automation
  - Product power-ups (CRM, Dev, Service)
  - Digital workforce agents (e.g., monday expert)
- CRM and Dev added record net new accounts, with enterprise ACV growth.

**【Market & Execution】**
- U.S. demand strong, EMEA stabilization post-November choppy period.
- NDR 112% (stable vs. prior quarters), pricing contributing 100bps in FY25.
- Enterprise segment fastest-growing, with 395 quota-carrying reps (+26% YoY).
- Service product cross-sell rate 60%, targeting enterprise IT/HR/finance workflows.
- Hiring ramp in H1 FY25 for sales, R&D, and product teams.


Actual	-0.26	-0.26	-0.26	-0.96	-0.33	0.05	0.44	0.14	0.41	0.64	0.65	0.61	0.94	0.85	1.08	1.1	1.09	1.16	1.04
Forecast	-1.0389	-0.5963	-0.517	-1.016	-0.746	-0.5411	-0.36	-0.279	0.1672	0.2052	0.325	0.4042	0.562	0.6317	0.7898	0.6955	0.8581	0.942	0.9185
Surprise	+74.97%	+56.40%	+49.71%	+5.51%	+55.76%	+109.24%	+222.22%	+150.18%	+145.22%	+211.89%	+100.00%	+50.92%	+67.26%	+34.56%	+36.74%	+58.16%	+27.02%	+23.14%	+13.23%

MNDY

MNDY fundamentals

MNDY Q4 2025 Earnings

Earnings Call

You can ask Aime

MNDY

MNDY fundamentals

MNDY Q4 2025 Earnings

Earnings Call

MNDY Earnings Call Summary for Q4/20258:30 AM on Feb 9, 2026

MNDY Earnings Call Summary for Q3/20258:30 AM on Nov 10, 2025

MNDY Earnings Call Summary for Q2/20258:30 AM on Aug 11, 2025

MNDY Earnings Call Summary for Q1/20258:30 AM on May 12, 2025

MNDY Earnings Call Summary for Q4/20248:30 AM on Feb 10, 2025

You can ask Aime