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monday.com (MNDY) investor relations material
monday.com Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary10 Nov, 2025
Executive summary
Achieved Q3 revenue of $317 million, up 26% year-over-year, with record non-GAAP operating and net income, and 100% of revenue from subscriptions.
Significant upmarket momentum, with 37% YoY growth in $50K+ ARR customers and 48% YoY growth in $100K+ ARR customers, and robust multi-product and AI-powered offering adoption.
Customer base expanded to 245,000 across 200+ industries and 200+ global markets, with a 22% CAGR from 2019–2024.
Hosted major Investor Day and Elevate User Conferences, boosting engagement and pipeline for 2026.
New products now account for over 10% of total ARR, with rapid adoption of AI-powered solutions.
Financial highlights
Q3 revenue reached $317 million, up 26% year-over-year, with a gross margin of 90%.
Non-GAAP operating income was $47.5 million (15% margin); net income was $61.9 million; diluted EPS was $1.16.
Adjusted free cash flow was $92.3 million (29% margin); net cash from operations was $95.1 million.
Ended Q3 with $1.53 billion in cash and $211.7 million in marketable securities.
Remaining performance obligations reached $747 million, up 36% year-over-year.
Outlook and guidance
Q4 2025 revenue expected between $328–$330 million (22–23% YoY growth); non-GAAP operating income of $36–$38 million (11–12% margin).
FY2025 revenue guidance of $1,226–$1,228 million (26% YoY growth); non-GAAP operating income of $167–$169 million (14% margin).
FY2025 adjusted free cash flow expected at $330–$334 million (27% margin).
Reaffirmed FY2027 revenue target of $1.8 billion, with confidence in achieving consensus for FY2026.
Strategic focus on leveraging AI-driven solutions to automate and execute work, closing the adoption gap.
Impact of upmarket strategy on ARR mix
New products' future ARR growth potential
How does Q4 margin outlook reflect investment?
Impact of GTM rebalancing on Q4 guidance
Which AI products show monetization potential
How is downmarket choppiness impacting growth
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Next monday.com earnings date
Q4 20259 Feb, 2026
Next monday.com earnings date
Q4 20259 Feb, 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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