Tom Blakey's questions to monday.com Ltd (MNDY) leadership • Q4 2024
Question
Tom Blakey sought clarification on AI-related revenue, asking if it was zero in 2024 and what the long-term revenue potential could be, especially given the significant increase in AI interactions on the platform.
Answer
co-CEO Roy Mann confirmed it is too early to forecast AI revenue potential, stating that the company just introduced its consumption-based pricing and needs to observe customer adoption and reaction. He reiterated that no AI revenue was included in the fiscal 2025 guidance, but expressed confidence in the value customers will find in the AI action-based model.