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monday.com
monday.com (MNDY) investor relations material
monday.com Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary9 Feb, 2026
Executive summary
Achieved 27% year-over-year revenue growth in FY2025, reaching $1.23B, with strong upmarket momentum and rapid AI product adoption, especially among enterprise customers with over $50K and $500K in ARR.
Q4 FY25 revenue was $334M, up 25% year-over-year, with record net adds in customers exceeding $100K in ARR.
Non-GAAP operating margin for FY2025 was 14%, with record non-GAAP operating profit and strong cash generation despite FX headwinds.
AI-driven product innovation accelerated, with Monday Vibe surpassing $1M ARR faster than any prior product and strong early adoption of AI Agents and Sidekick.
Annual revenue growth maintained a 50% CAGR from 2020 to 2025.
Financial highlights
Q4 revenue reached $334M (up 25% year-over-year); FY2025 revenue was $1.232B (up 27%).
Q4 gross margin was 89%; FY2025 gross margin was 90% (non-GAAP).
Q4 non-GAAP operating income was $41.9M (13% margin); FY2025 non-GAAP operating income was $175.3M (14% margin).
Q4 net income was $55M; FY2025 net income was $233.6M, up from $183.3M in FY2024.
Adjusted free cash flow for FY2025 was $322.7M (26% margin); Q4 adjusted free cash flow was $56.7M (17% margin).
Ended FY2025 with $1.5B in cash and equivalents after $135M in share repurchases.
Outlook and guidance
FY2026 revenue expected at $1.452B–$1.462B (18–19% growth); Q1 FY2026 revenue guidance is $338M–$340M (20% growth).
FY2026 non-GAAP operating income projected at $165M–$175M (11–12% margin), with adjusted free cash flow of $275M–$290M (19–20% margin).
Guidance assumes continued choppiness in no-touch/small business segment and negative FX impact of 100–200 basis points.
No longer providing 2027 targets due to macro uncertainty; focus is on achievable 2026 execution.
Management highlights ongoing upmarket momentum and expects continued growth in enterprise segments.
What does monday vibe's ARR speed imply?
Evaluate the upmarket strategy's success
Explain 2026 margin outlook vs. 2025 performance
How does no-touch choppiness impact 2026 growth?
What specific investments drive 2026 margin decline?
What drives Monday Vibe's rapid $1M ARR growth?
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Next monday.com earnings date
Q1 202611 May, 2026
monday.com
Next monday.com earnings date
Q1 202611 May, 2026
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Frequently asked questions
monday.com Ltd is an Israel-based software company that offers a cloud-based work operating system for project management and team collaboration. Its platform enables users to create customizable workflows, automate tasks, and integrate tools across business functions. The company serves clients globally across industries. monday.com Ltd is headquartered in Tel Aviv, Israel, and its shares are listed on the NASDAQ.
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