monday.com Q4 Earnings Call Highlights

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MarketBeat

Mon, February 9, 2026 astatine 9:06 AM CST 8 min read

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monday.com delivered beardown fiscal 2025 results with revenue up 27% to $1.232 billion, Q4 gross of $334 cardinal (+25% YoY), a 14% operating margin, and full-year nett income of $233.6 cardinal (diluted EPS $4.40), portion recognizing a $61.2 cardinal non‑cash taxation payment and flagging the anticipation of near‑term currency taxes.
The institution is leaning into upmarket expansion — customers with >$50K ARR present correspond 41% of ARR, customers >$500K ARR grew 74% YoY — and is reallocating walk distant from choppy self‑serve channels wherever lawsuit acquisition costs roseate and returns weakened.
monday.com is rearchitecting astir AI — AI Agents, Monday Vibe, and AI Sidekick — with Sidekick monetized arsenic an add‑on for astir tiers, portion issuing a cautious 2026 outlook (Q1 gross $338–340M; FY gross $1.452–1.462B, ~18–19% growth) that assumes 100–200 bp FX headwinds and front‑loaded concern successful income and AI.
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monday.com (NASDAQ:MNDY) executives highlighted continued upmarket progress, expanding AI capabilities, and a much cautious near-term outlook arsenic the institution reported fourth-quarter and full-year fiscal 2025 results and issued archetypal guidance for fiscal 2026.

Co-CEO Roy Mann said the institution delivered “strong disciplined execution,” with gross up 27% year-over-year successful fiscal 2025 and operating borderline reaching 14%. CFO Eliran Glazer reported fourth-quarter gross of $334 million, up 25% from the year-ago quarter, and full-year gross of $1.232 billion, besides up 27%.

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Glazer said wide nett dollar retention (NDR) was 110% successful the 4th fourth and the institution expects NDR to stay unchangeable astatine 110% successful fiscal 2026. He besides noted gross borderline of 89% successful the 4th fourth and 90% for the afloat twelvemonth (non-GAAP ground for astir metrics discussed).

Operating income successful the 4th fourth was $41.9 million, with a 13% operating margin, which included an astir 180-basis-point antagonistic overseas speech impact, chiefly owed to Israeli shekel appreciation against the U.S. dollar. For fiscal 2025, operating income was $175.3 million, representing a 14% operating margin, with an astir 110-basis-point FX impact.

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Net income was $55.0 cardinal successful the 4th quarter, compared with $57.3 cardinal a twelvemonth earlier. Full-year nett income was $233.6 million, up from $183.3 cardinal successful fiscal 2024. Diluted EPS was $1.04 successful the 4th and $4.40 for the year.