monday.com (MNDY) FY Conference May 14, 2025 01:40 PM ET Speaker0 We should just do a keynote. Speaker1 Yeah. Alright. Sounds Speaker0 sounds sounds like real life. Hey, everyone. Thanks for coming. Delighted to have you here with us, themonday.com CEO, co CEO and co founder Roy Mahn and Byron Steven who's VP of Investor Relations. Thank you guys for joining. Speaker1 Thank you for having We Speaker0 have really outdone ourselves. I should compliment myself. Right? Last time it was standing room only and no ...

Core Insights - Monday.com Ltd reported strong first-quarter results, with a revenue growth of 30% to $282.3 million, surpassing the consensus estimate of $275.8 million [1] - The adjusted EPS of $1.10 exceeded the analyst consensus estimate of 70 cents [1] - The company anticipates fiscal second-quarter 2025 revenue between $292 million and $294 million, again above the analyst consensus of $275.8 million [1] Financial Performance - Needham analyst Scott Berg noted that first-quarter revenue was $7.2 million (2.6%) higher than his estimate, driven by Enterprise strength and the adoption of AI features [2] - Gross margins were reported at 90.2%, exceeding the analyst estimate by 70 basis points and improving by 40 basis points [2] - Adjusted operating income was $40.8 million, significantly above Berg's estimate, with an adjusted operating margin of 14.4%, compared to his estimate of 9.5% [3] Operational Highlights - The company is experiencing success in the Enterprise segment, with strong net additions in customers with annual recurring revenue (ARR) over $50,000 and $100,000 [4] - The hiring of new Chief Revenue Officer Casey George indicates a strategic focus on expanding the Enterprise segment [4] - AI traction is reportedly gaining momentum, with potential upside for monetization in the second half of 2025 [5] Guidance and Market Reaction - Management provided new fiscal 2025 guidance, projecting revenue of $1.220 billion to $1.226 billion, reflecting a growth of 25.8% at the midpoint [6] - The stock price of Monday.com increased by 3.63% to $289.29 following the announcement [6]

monday.com (MNDY) Q1 2025 Earnings Call May 12, 2025 08:30 AM ET Company Participants Byron Stephen - Vice President of Investor RelationsRoy Mann - Co-Founder, Co-CEO & DirectorEran Zinman - Co-Founder & Co-CEOEliran Glazer - CFOKash Rangan - Managing DirectorPinjalim Bora - Executive Director, Equity ResearchArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsBrent Thill - Tech Sector Leader, Software/Internet ResearchJackson Ader - Managing DirectorThomas Blakey - Managing DirectorMatt Bullo ...

monday.com (MNDY) Q1 2025 Earnings Call May 12, 2025 08:30 AM ET Speaker0 Good day. My name is Janice and I'll be your conference operator today. At this time, I would like to welcome everyone to monday.com's First Quarter Fiscal Year 20 20 5 Earnings Conference Call. I would like to turn the call over to monday.com's Vice President of Investor Relations, Mr. Byron Steven. Please go ahead. Speaker1 Hello, everyone, and thank you for joining us on today's conference call to discuss the financial results for ...

Monday.com (MNDY) came out with quarterly earnings of $1.10 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 57.14%. A quarter ago, it was expected that this project management software developer would post earnings of $0.78 per share when it actually produced earnings of $1.08, delivering a surprise of 38.46%.Over the last fo ...

Q1 FY25 Earnings Safe harbor This press release contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our financial outlook and market positioning. These forward-looking statements are made as of the date they were first issued and were based on current expectations, estimates, forecasts and projections as well as the beliefs and assumptions of management. Words such ...

Monday.com (MNDY) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 12. On t ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about monday.com (NASDAQ: MNDY ) , I had reiterated my “buy” rating with a price target of $288, as the company continued to demonstrate momentum in gaining market share in the enterprise segment, whileAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for ...

monday.com (MNDY) shares have lost 20.9% over the past six months, underperforming the broader Zacks Computer and Technology sector’s decline of 14.9% and the Zacks Internet - Software industry’s fall of 7.2%.MNDY has also underperformed its industry peers BlackBerry (BB) , Confluent (CFLT) and Affirm (AFRM) .While BlackBerry shares have gained 19.2%, Confluent and Affirm have declined 7.1% and 7.6%, respectively, during the same period.The underperformance is largely attributed to a cautious outlook for 20 ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Monday.com (MNDY) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Monday.com currently has an average brokerage recommendation ...