MNDY
monday.com Ltd.150.14
-0.92-0.61%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Confirms SMB headwinds persist
Q&A largely reaffirms the prepared remarks' conservative 2026 guide, with management confirming persistent no-touch SMB choppiness through the year—no rebound expected—and a 100-200bps FX margin hit from ILS appreciation, as no-touch ROI stays weak while budgets shift upmarket. Enterprise strength shines through: $50k+ cohort cross-retention hit 91%, renewals high-90s. Sidekick launches as paid add-on next year; Vibe fills workflow gaps. No AI competitive threats seen. Gross margins to mid-high 80s. No-touch stays choppy. Bullish tone on upmarket AI traction; investors watch SMB and FX.
Key Stats
Market Cap
7.74BP/E (TTM)
122.07Basic EPS (TTM)
1.23Dividend Yield
0%IPO
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