𝐦𝐨𝐧𝐝𝐚𝐲.𝐜𝐨𝐦: 𝐑𝐞𝐜𝐨𝐫𝐝 𝐄𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐆𝐫𝐨𝐰𝐭𝐡, 𝐋𝐚𝐮𝐧𝐜𝐡𝐞𝐬 𝐀𝐈 𝐖𝐨𝐫𝐤 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦

$MNDY (+2,68%)

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $351.3M (Est. $339.07M) ✅

• Non-GAAP operating income: $49.0M

• Non-GAAP operating margin: 14%

• Non-GAAP EPS: $1.15 (Est. $0.93) ✅

• Adjusted free cash flow: $102.8M

• cRPO: $716M (+26% YoY)

• RPO: $880M (+33% YoY)

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Q2 revenue: $354M–$356M (Est. $354.22M) 🟰

• FY2026 revenue: $1.466B–$1.474B (Est. $1.46B) ✅

• FY2026 adj. free cash flow: $280M–$290M

• FY2026 non-GAAP operating income: $185M–$191M

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Customers with $500K+ ARR surged 74% YoY

• Launched AI Work Platform with native AI agents

• Shift toward consumption-based AI pricing model

• Announced acquisition of OneAI to expand voice agent capabilities

• AI productivity gains helping revenue scale faster than headcount

• Repurchased $553M of shares during Q1

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💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“As AI takes on more work for our customers, our business grows with it.”