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Monday.com (MNDY)
NASDAQ:MNDY
Earnings Data
Report Date
May 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.95Last Year’s EPS
1.1Same Quarter Last Year
Moderate Buy
Based on 23 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strong operational execution and product momentum—notably profitable growth, robust free cash flow, clear upmarket traction, and accelerating AI adoption—while also flagging meaningful near-term headwinds: slower revenue growth guidance (18–19% vs 27% prior year), margin and FCF compression, persistent weakness in self-serve/no-touch channels, and a material FX impact from the Israeli shekel. Management emphasized disciplined, confidence-level guidance for 2026 and shifted investment toward higher-ROI upmarket and AI opportunities, but pulled longer-term targets given uncertainty. Overall, positives around profitability, cash generation, and AI/product traction are balanced by the conservative guidance and identifiable macro/operational risks.Company Guidance
Strong Revenue Growth and Profitability
Q4 revenue of $334M, up 25% year-over-year; fiscal 2025 revenue of $1.232B, up 27% YoY. Fiscal 2025 operating income of $175.3M with a 14% operating margin and net income of $233.6M (up from $183.3M prior year). Diluted EPS was $4.40 for the year.
Robust Free Cash Flow and Liquidity
Adjusted free cash flow for fiscal 2025 was $322.7M with a 26% margin; Q4 adjusted free cash flow was $56.7M (17% margin). Cash and equivalents ended Q4 at $1.5B. Executed $135M of share repurchases in the quarter with ~$735M remaining authorization.
Clear Upmarket Momentum and Customer Expansion
Customers with >$50k ARR now represent 41% of total ARR. Record net adds in the >$100k ARR cohort and customers with >$500k ARR grew 74% YoY, supporting a shift upmarket and higher ACV per customer. The $50k+ cohort shows strong retention metrics (91% cross retention and renewal rates in the high 90s as highlighted).
Healthy Net Dollar Retention (NDR)
Overall NDR was 110% in Q4 and the company expects NDR to remain stable at 110% in fiscal 2026 (trailing four-quarter weighted average).
Meaningful AI Product Traction
Monday.ai adoption accelerating: Monday Blocks powered >77M actions, Sidekick processed 500k+ user messages, AI agents in beta with strong early feedback. Monday Vibe became the fastest product in company history to surpass $1M ARR, signaling early monetization potential.
High Gross Margins
Fourth-quarter gross margin of 89% and fiscal 2025 gross margin of 90%, reflecting a high-margin SaaS model even as the company invests in AI and product expansion.
MNDY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MNDY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 09, 2026 | $98.00 | $77.63 | -20.79% |
Nov 10, 2025 | $189.59 | $166.21 | -12.33% |
Aug 11, 2025 | $248.04 | $174.13 | -29.80% |
May 12, 2025 | $278.24 | $279.17 | +0.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Monday.com (MNDY) report earnings?
Monday.com (MNDY) is schdueled to report earning on May 18, 2026, Before Open (Confirmed).
What is Monday.com (MNDY) earnings time?
Monday.com (MNDY) earnings time is at May 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MNDY EPS forecast?
MNDY EPS forecast for the fiscal quarter 2026 (Q1) is 0.95.
