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Visual24 Oct 2025
The rise of Alphabet
monday.com (MNDY) investor relations material
monday.com Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary17 Sep, 2025
Strategic vision and AI transformation
Transitioning from managing work to automating work execution, with AI as the core driver of product and company strategy, redefining the mission for the AI era.
Emphasizing an 'infinite workforce,' democratizing software creation, and embedding AI across all products, guided by principles of limitless software and adoption advantage.
Major investments in AI, with rapid adoption: over 67 million AI actions and thousands of apps and solutions built in months, and AI utilized by over 50% of accounts.
The company is shifting to a hybrid pricing model for core products (seats plus AI usage), consumption-based pricing for new AI products, and introducing free offerings.
Culture of rapid innovation and daily product releases, leveraging multidisciplinary teams for speed and quality.
Product and technology innovation
AI-driven products like Monday Magic, Sidekick, Vibe, and Agents enable instant onboarding, solution creation, and workflow automation, with Monday Agents launching H1 2026.
MondayVibe allows anyone to create custom business apps with AI, with 17,000+ apps built pre-GA and over 2,000 solutions created with Monday Magic.
MondayDB 3.0 and platform enhancements provide scalable, enterprise-grade infrastructure, ensuring security and governance for all solutions.
New products (CRM, dev, service) are accelerating ARR growth, with Monday CRM surpassing $100M ARR and Monday Service as the fastest-growing product.
AI features are being rolled out through 2026, with Monday Sidekick automating tasks in context across all products.
Financial performance and guidance
Projected FY2025 revenue of $1.227B, with a 50% CAGR since 2020, and FY2027 revenue target set at $1.8B, considered a base case with upside from AI monetization.
Non-GAAP operating margin expanded by 6,600bps since FY20, reaching 15% in H1'25, with long-term targets of 20–25%.
Gross margin expected to remain high (mid-80s to 90%) despite increased AI investment; adjusted free cash flow margin at 30% in H1'25 and expected to reach ~30% medium term.
Over $1B in cash to be generated between 2023–2026, with a strong cash position of $1.6B.
Announced a share repurchase program of up to $870M, balancing capital return with ongoing investment and M&A.
Detail AI consumption pricing model.
Quantify AI's impact on future headcount growth?
How mondayDB 3.0 addresses enterprise scalability?
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Next monday.com earnings date
Q3 202510 Nov, 2025
Next monday.com earnings date
Q3 202510 Nov, 2025
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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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