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Tom Blakey

Managing Director and analyst at Cantor Fitzgerald

Thomas Blakey is a Managing Director and analyst at Cantor Fitzgerald, specializing in technology sector research with a focus on leading software and cloud companies. He covers major firms including Atlassian, Datadog, Palantir Technologies, Cloudflare, Microsoft, and ServiceNow, and has issued over 150 stock ratings with a reported success rate of approximately 53% and an average return of 8.7%. Blakey began his finance career in the early 2000s, held multiple senior roles at Cantor Fitzgerald, and was promoted to Managing Director in October 2024. He holds FINRA registration and is licensed for securities activities in the United States.

Tom Blakey's questions to monday.com (MNDY) leadership

Tom Blakey's questions to monday.com (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.

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