Monday.Com Ltd. (MNDY)
NASDAQ:MNDY
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Earnings Data
Report Date
Aug 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.11Last Year’s EPS
1.09Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational execution and healthy top-line growth (24% YoY), record operating profit, robust adjusted free cash flow margin (29%), improved gross retention and accelerating upmarket momentum. Management highlighted meaningful product and AI advances (platform rearchitecture, DB 3.0, developer productivity gains) and a strategic acquisition to add voice agent capabilities. Offsetting these positives were cautionary items: guidance implies moderation in growth for the rest of the year, expected modest decline in NDR as the company laps prior pricing actions, early-stage monetization of AI agents with uncertain adoption timing, pressure on gross margins from AI compute costs (management expects margins to be lower over the foreseeable future), top-of-funnel softness, and FX impacts. On balance, the highlights—strong revenue growth, profitability, cash generation, retention improvements and clear AI/product momentum—outweigh the listed risks, though leaders flagged several sources of near-term uncertainty that temper visibility.Company Guidance
Strong Top-Line Growth
Total revenue of $351 million in Q1, up 24% year-over-year, driven by sustained demand and broad-based outperformance across geographies and segments.
Record Operating Profit and Margin Efficiency
Reported operating income of $49 million (record), up from $40.8 million year-over-year; operating margin of ~14% remained similar to the prior year quarter despite FX headwinds.
Expanded Adjusted Free Cash Flow and Margin
Adjusted free cash flow of $102.8 million in Q1 with an adjusted free cash flow margin of 29%, reflecting improved cash generation and financial durability.
Improving Customer Retention and Upmarket Momentum
Gross retention reached historical highs; enterprise momentum with 42% of ARR from customers with >$50,000 ARR; a record number of new customers with >$500,000 ARR; ACV growth noted at ~22% year-over-year.
Product and AI Platform Progress
Rearchitected core product to 'monday AI work platform' and launched monday DB 3.0 (100x scale increase for boards from ~100k to >10M items) to support AI scale; management reports productivity gains from AI (32% increase in output per developer and 38% reduction in time-to-market since 2025).
AI Contribution and New Product Revenue
Management cited AI-driven contribution to net new ARR (Roy referenced ~3% of net new ARR in Q1; other management commentary referenced ~10% of net new ARR/new product contribution and that new products account for >11% of ARR), indicating emerging revenue contribution from AI-enabled offerings and new products.
Strategic Acquisition to Accelerate Voice & Agent Capabilities
Announced agreement to acquire One AI (native voice/agent team) to integrate voice agents into the AI work platform and extend agent capabilities for customers and CRM/service workflows.
Capital Allocation and Share Repurchase
Executed approximately $553 million of share repurchases during the quarter; ended Q1 with $1.21 billion in cash, cash equivalents and marketable securities and ~$182 million remaining under the repurchase authorization.
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 |
|---|---|---|---|
May 11, 2026 | $72.07 | $76.91 | +6.72% |
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% |
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 Ltd. (MNDY) report earnings?
Monday.Com Ltd. (MNDY) is schdueled to report earning on Aug 17, 2026, Before Open (Confirmed).
What is Monday.Com Ltd. (MNDY) earnings time?
Monday.Com Ltd. (MNDY) earnings time is at Aug 17, 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 (Q2) is 1.11.
