monday.com (MNDY) Company Report

Analyst Earnings Quarterly Reports

Earnings summaries and quarterly performance for monday.com.

Q4 2025

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Analyst Coverage

Research analysts who have asked questions during monday.com earnings calls.

Arjun Bhatia

William Blair

6 questions for MNDY

Also covers: AMPL, BAND, BRZE +21 more

Brent Thill

Jefferies

6 questions for MNDY

Also covers: ADBE, AMZN, ASAN +27 more

David Hynes

Canaccord Genuity Group Inc.

6 questions for MNDY

Also covers: BIGC, BRZE, EVCM +18 more

Scott Berg

Needham & Company, LLC

6 questions for MNDY

Also covers: AMPL, BILL, BRZE +24 more

Taylor McGinnis

UBS

6 questions for MNDY

Also covers: ADSK, AMPL, ASAN +15 more

Steven Enders

Citigroup Inc.

5 questions for MNDY

Also covers: APPN, ASAN, BL +14 more

Allan Verkhovski

Scotiabank

4 questions for MNDY

Also covers: AGYS, ASAN, DAY +6 more

Brent Bracelin

Piper Sandler Companies

4 questions for MNDY

Also covers: ADBE, AMPL, ASAN +20 more

Jackson Ader

KeyBanc Capital Markets

4 questions for MNDY

Also covers: AKAM, AMPL, ASAN +15 more

Matt Bullock

Bank of America Merrill Lynch

4 questions for MNDY

Also covers: ALRM, ASAN, BOX +4 more

Aleksandr Zukin

Wolfe Research

3 questions for MNDY

Also covers: ADBE, DAY, DOCU +20 more

Alex Zukin

Wolfe Research LLC

3 questions for MNDY

Also covers: ADBE, ASAN, CFLT +26 more

Josh Baer

Morgan Stanley

3 questions for MNDY

Also covers: ASAN, BIGC, BOX +18 more

Michael Berg

Wells Fargo & Company

3 questions for MNDY

Also covers: BRZE, CSGS, CXM +5 more

Pinjalim Bora

JPMorgan Chase & Co.

3 questions for MNDY

Also covers: ASAN, BL, BOX +17 more

Billy Fitzsimmons

Jefferies

2 questions for MNDY

Also covers: ALRM, AUDC, BL +7 more

Connor Murphy

Capital One

2 questions for MNDY

Also covers: MANU

Damon Coggin

Barclays

2 questions for MNDY

Gili Naftalovich

Goldman Sachs

2 questions for MNDY

Also covers: U

Howard Ma

Guggenheim Securities, LLC

2 questions for MNDY

Also covers: BASE, CFLT, CVLT +8 more

Ittai Kidron

Oppenheimer & Company

2 questions for MNDY

Also covers: BASE, BLZE, CFLT +15 more

James Wood

TD Cowen

2 questions for MNDY

Also covers: BRZE, CFLT, DOMO +4 more

Mark Murphy

JPMorgan Chase & Co.

2 questions for MNDY

Also covers: ADBE, AKAM, CFLT +24 more

Mark Schappel

Loop Capital Markets

2 questions for MNDY

Also covers: ALTR, AZPN, DSGX +12 more

Michael Funk

Bank of America

2 questions for MNDY

Also covers: ADSK, AMT, ASAN +24 more

Nate Ruiz

KeyBanc Capital Markets

2 questions for MNDY

Raimo Lenschow

Barclays

2 questions for MNDY

Also covers: APPN, BASE, BIGC +35 more

Robert Oliver

Robert W. Baird & Co.

2 questions for MNDY

Also covers: AMPL, ASAN, AZPN +17 more

Ryan MacWilliams

Barclays

2 questions for MNDY

Also covers: AUDC, BAND, BRZE +18 more

Thomas Blakey

Cantor Fitzgerald

2 questions for MNDY

Also covers: CVLT, DOCN, FIVN +4 more

Cole

Jefferies

1 question for MNDY

Also covers: CLVT, KVYO, MT

Derek Wood

TD Cowen

1 question for MNDY

Also covers: NOW, ORCL

Derrick Wood

TD Cowen

1 question for MNDY

Also covers: APPN, AVPT, BRZE +13 more

Kash Rangan

Goldman Sachs

1 question for MNDY

Also covers: ADBE, CRM, CRWV +18 more

Kasthuri Rangan

Goldman Sachs

1 question for MNDY

Also covers: ADBE, BASE, CFLT +21 more

Noah Kreisman

JPMorgan Chase & Co.

1 question for MNDY

Ryan McWilliams

Wells Fargo

1 question for MNDY

Also covers: TEAM

Steve Enders

Citigroup

1 question for MNDY

Also covers: APPN, ASAN, BL +11 more

Tom Blakey

Cantor Fitzgerald

1 question for MNDY

Also covers: CVLT, ZM

Latest news

Recent press releases and 8-K filings for MNDY.

monday.com Faces Investigation Following Revised 2026 Revenue Guidance

MNDY

Guidance Update

Legal Proceedings

Levi & Korsinsky, LLP is investigating monday.com (MNDY) for potential securities law violations after the company's February 9, 2026 earnings release.
The investigation stems from MNDY's FY2026 revenue guidance of $1.452–$1.462 billion, which was materially below the previously endorsed $1.5 billion consensus.
Concurrently, monday.com withdrew its 2027 long-term financial targets, stating a need for greater visibility.
Following these disclosures, MNDY shares experienced a decline of more than 20% on February 9, 2026.

2 days ago

Press Release

monday.com Discloses Lower 2026 Revenue Guidance and Withdraws Long-Term Targets

MNDY

Guidance Update

Legal Proceedings

Demand Weakening

monday.com (MNDY) disclosed fiscal year 2026 revenue guidance of $1.452 billion to $1.462 billion, representing 18%–19% growth, which was materially below the Wall Street consensus of approximately $1.5 billion.
This guidance shortfall, approximately $38–$48 million from the previously endorsed figure, contributed to a 13–14% stock decline on February 9, 2026, erasing over $1 billion in market capitalization.
The company's management also announced it would no longer discuss its previously provided 2027 financial targets, amplifying investor concern about growth visibility.
This event marks the fourth consecutive quarter where a "beat-and-guidance-miss" pattern has resulted in a significant share-price decline.
Levi & Korsinsky, LLP is investigating monday.com for potential violations of federal securities laws in connection with this disclosure.

Feb 18, 2026, 2:00 PM

Press Release

monday.com Expands Partner Program with AI Focus

MNDY

New Projects/Investments

Product Launch

Revenue Acceleration/Inflection

monday.com announced significant expansions to its partner program, introducing new dedicated reseller and distributor programs to broaden its market reach and unlock AI opportunities.
In 2025, the partner channel was a substantial contributor, accounting for 23% of gross added ARR and supported by 3,000 certified partner representatives.
The company is accelerating AI adoption within its ecosystem through new initiatives, including a competitive incentive program for AI capabilities and an AI Genius specialization for top AI partners.

Feb 17, 2026, 12:00 PM

Press Release

monday.com Faces Legal Investigation Amidst Reduced 2026 Guidance and Stock Decline

MNDY

Legal Proceedings

Guidance Update

Demand Weakening

Levi & Korsinsky, LLP is investigating monday.com (MNDY) regarding whether the company adequately disclosed known headwinds before embedding them in its reduced 2026 guidance.
On February 9, 2026, monday.com disclosed persistent weakness in its "no-touch" performance marketing channel and a 100-200 basis point foreign exchange drag as headwinds for its 2026 guidance. Management now views the no-touch weakness as structural, not temporary.
The company is increasing investment in AI products, which is expected to cause gross margins to decline from 90% to the mid-to-high 80s in FY2026 and R&D spending to rise.
These factors, combined with the withdrawal of 2027 financial targets, contribute to a deceleration in guided growth from 27% to 18-19%. The stock fell 13-14% on February 9, 2026.

Feb 11, 2026, 10:44 PM

Press Release

monday.com Reports Strong FY 2025 Results and Provides FY 2026 Guidance

MNDY

Earnings

Guidance Update

Demand Weakening

monday.com reported strong fiscal year 2025 results, with revenue of $1.232 billion, up 27% year-over-year, and an operating margin of 14%. For Q4 2025, revenue was $334 million, up 25% year-over-year, with diluted net income per share of $1.04.
For fiscal year 2026, the company expects revenue between $1.452 billion and $1.462 billion, representing 18%-19% year-over-year growth, and non-GAAP operating income of $165 million-$175 million. This guidance reflects continued choppiness in the no-touch demand environment and a significant negative impact from the appreciation of the Israeli shekel on margins and free cash flow.
The company is focusing on upmarket and enterprise customer expansion, with customers over $50,000 in ARR now representing 41% of total ARR, and is seeing strong momentum in its AI-powered products like Monday Vibe, which surpassed $1 million of ARR faster than any other product.
monday.com also executed a $135 million share repurchase in Q4 2025, with $735 million remaining under its existing authorization program.

Feb 9, 2026, 1:30 PM

Transcript

monday.com Reports Strong FY 2025 Results and Provides FY 2026 Guidance

MNDY

Earnings

Guidance Update

Demand Weakening

monday.com reported Q4 2025 revenue of $334 million, an increase of 25% year-over-year, and fiscal year 2025 revenue of $1.232 billion, up 27% year-over-year, with a 14% operating margin for the full year.
For fiscal year 2026, the company expects revenue to be between $1.452 billion and $1.462 billion, representing 18%-19% year-over-year growth, and non-GAAP operating income between $165 million and $175 million, with an operating margin of 11%-12%.
The company is experiencing a choppy demand environment in its no-touch channels, particularly among smaller customers, which is expected to persist in 2026, leading to a strategic shift in investment towards higher ROI opportunities with larger customers.
monday.com is advancing its AI-powered work execution platform, with Monday Vibe becoming the fastest product to surpass $1 million of ARR, and executed a $135 million share repurchase during Q4 2025.

Feb 9, 2026, 1:30 PM

Transcript

monday.com Reports Strong Q4 2025 Financial Results

MNDY

Earnings

Revenue Acceleration/Inflection

monday.com reported $334 million in revenue for Q4 2025, marking a 25% year-over-year growth.
The company achieved a Non-GAAP gross margin of 89% and adjusted free cash flow of $56.7 million, representing 17% of revenue for Q4 2025.
Customers with $50k+ ARR increased by 34% year-over-year to 4,281, and those with $100k+ ARR grew by 45% year-over-year to 1,756 as of Q4 2025.
Total Remaining Performance Obligations (RPOs) increased 37% year-over-year to $839 million by the end of Q4 2025.

Feb 9, 2026, 1:30 PM

Presentation

monday.com Announces Fourth Quarter and Fiscal Year 2025 Results

MNDY

Earnings

Guidance Update

Share Buyback

monday.com reported Q4 2025 revenue of $333.9 million, a 25% year-over-year increase, and Fiscal Year 2025 revenue of $1,232.0 million, up 27% year-over-year.
For Fiscal Year 2025, the company achieved a 14% non-GAAP operating margin and non-GAAP diluted net income per share of $4.40.
The number of paid customers with more than $50,000 in ARR grew 34% to 4,281, and those with more than $100,000 in ARR grew 45% to 1,756 as of December 31, 2025. These larger customers now represent 41% of total ARR.
The company repurchased approximately 884,000 ordinary shares for $135 million during Q4 2025 as part of its share repurchase program.
For the full year 2026, monday.com expects total revenue of $1,452 million to $1,462 million (18% to 19% year-over-year growth) and non-GAAP operating income of $165 million to $175 million (11% to 12% operating margin).

Feb 9, 2026, 12:00 PM

6-K

monday.com Announces Fourth Quarter and Fiscal Year 2025 Results

MNDY

Earnings

Guidance Update

Share Buyback

Fourth quarter 2025 revenue reached $333.9 million, a 25% increase year-over-year, contributing to a fiscal year 2025 revenue of $1,232.0 million, up 27% year-over-year.
Non-GAAP operating income for fiscal year 2025 was $175.3 million, achieving a 14% non-GAAP operating margin.
The company reported record net adds of customers with more than $100,000 in ARR and noted that customers with over $50,000 in ARR now comprise 41% of total ARR.
For the first quarter of fiscal year 2026, total revenue is expected to be between $338 million and $340 million, representing approximately 20% year-over-year growth.
monday.com repurchased approximately 884,000 ordinary shares for $135 million as part of its share repurchase program.

Feb 9, 2026, 12:00 PM

Press Release

monday.com Outlines AI-Driven Strategy, Projects $1.8 Billion Revenue by FY 2027, and Announces Share Buyback

MNDY

Guidance Update

Product Launch

Share Buyback

monday.com projects to achieve $1.8 billion in revenue by fiscal year 2027 , building on a projected $1.2 billion in revenue for fiscal year 2025. The company also announced its first-ever share repurchase program of up to $870 million.
The company is making a significant strategic shift, amplifying its vision from "managing work" to "doing the work" for customers using AI. This includes embedding AI across its product suite and launching new AI-powered products like Monday Sidekick, MondayVibe, and Monday Magic.
monday.com is evolving its monetization model to a hybrid pricing approach for existing products (seats plus AI consumption) and 100% consumption-based pricing for new AI products like MondayVibe and Monday Agents.
The company continues to focus on upmarket expansion, with accounts over $500,000 in ARR growing to 68 from 5 in 2021 , and maintains a Net Dollar Retention (NDR) of around 111% for all customers.
monday.com emphasizes efficient growth, achieving a Rule of 60 and projecting long-term operating margins of 20% to 25% and adjusted free cash flow of around 30%.