monday.com Ltd. (MNDY) SEC Filings & Earnings Calls
EquiReason read 9 monday.com Ltd. SEC filings in the last 12 months. Latest: 6-K on 2026-08-10 — monday.com Ltd. filed a 6-K interim report with unaudited condensed consolidated financial statements for the six months ended June 30, 2026, and a press release announcing second .
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 4.5B
- P/E TTM
- 45.1
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 9 Nov, in 16 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
22 Jul 20266-Kmonday.com initiates restructuring plan cutting ~20% of workforce; expects $45-55M in charges; raises non-GAAP operating margin guidance to ~15% from ~13%.open
Figures in the filing · each found in the filing text
| Non-GAAP Operating Margin · FY2026 | 15.0% |
Guidance
Non-GAAP operating margin raised from ~13% to ~15%
Revenue growth maintained; operating margin guidance raised significantly due to restructuring benefits.
Risks flagged
Restructuring execution risk; potential disruption to operations and employee morale.
“20% workforce reduction; $45-55M charges”
17 Jul 20266-KSupplemental proxy disclosure; cancellation of 10.875M unissued shares from 2021 Plan as part of equity plan management; no impact on proposals or voting.open
Figures in the filing · each found in the filing text
| Shares cancelled · 2026-07-01 | 10,875,000 |
2 Jul 20266-KProxy statement for annual general meeting; no material market event. Routine governance filing.open
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $1.23B | +27% y/y |
| GAAP net income · FY2025 | $119M | |
| Net cash provided by operating activities · FY2025 | $334M | |
| Revenue · Q1-2026 | $351M | |
| Full-year 2026 revenue guidance (midpoint) · FY2026 | $1.47B | |
| Enterprise customers with >$50k ARR · Q1-2026 | 4,500 | +32% y/y |
| Customers with >$500k ARR · Q1-2026 | 99 | +74% y/y |
Guidance
Full-year 2026 revenue guidance raised to $1.47 billion (midpoint)
Revenue guidance raised reflecting confidence in business momentum despite heavy AI investment.
Risks flagged
No material risk signals in this proxy filing.
11 May 20266-Kmonday.com Q1 2026 revenue $351.3M (+24% YoY), record GAAP/non-GAAP operating income, record net adds of large customers, launches AI Work Platform, and raises guidance.earningsopen
Figures in the filing · each found in the filing text
| Revenue · consolidated · Q1-2026 | $351M | +24% y/y |
| GAAP operating income · consolidated · Q1-2026 | $20M | +102% y/y |
| Non-GAAP operating income · consolidated · Q1-2026 | $49M | +20% y/y |
| GAAP net income per share (diluted) · consolidated · Q1-2026 | $0.57 | +10% y/y |
| Non-GAAP net income per share (diluted) · consolidated · Q1-2026 | $1.15 | +5% y/y |
| Net cash provided by operating activities · consolidated · Q1-2026 | $105M | -7% y/y |
| Adjusted free cash flow · consolidated · Q1-2026 | $103M | -6% y/y |
| Net dollar retention rate · consolidated · Q1-2026 | 110.0% | |
| Number of paid customers with more than $500k ARR · enterprise · Q1-2026 | 99 | +74% y/y |
| Total remaining performance obligations (RPO) · consolidated · Q1-2026 | $880M | +33% y/y |
Guidance
Q2 revenue $354-356M; FY2026 revenue $1,466-1,474M
Raised guidance with revenue growth 19-20% for FY2026; non-GAAP operating margin ~13%; adjusted free cash flow margin 19-20%.
Risks flagged
Negative FX impact of 100-200 bps on margins; competitive pressure in AI work platform space.
“Non-GAAP operating margin 14% despite ~190 bps negative FX impact.”
13 Mar 202620-Fmonday.com reported FY2025 revenue of $1.232B (+27% YoY) and net income of $118.7M, with strong cash flow and stable net dollar retention.earningsopen
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $1.23B | +27% y/y |
| Net income (loss) · FY2025 | $119M | +266% y/y |
| Net cash provided by operating activities · FY2025 | $334M | +7% y/y |
| Adjusted free cash flow · FY2025 | $323M | +9% y/y |
| Net Dollar Retention Rate · Q4-2025 | 110.0% | |
| Enterprise Net Dollar Retention Rate (>$50k ARR) · Q4-2025 | 116.0% | |
| Enterprise customers (>$50k ARR) · FY2025 | 4,281 | |
| Total customers · FY2025 | 250,000 |
Risks flagged
Revenue growth deceleration
“Revenue growth decelerated from 41% in FY2023 to 33% in FY2024 to 27% in FY2025.”
Dependence on monday work management product
“the fact that we continue to derive a majority of revenue from monday work management” · word for word
Foreign currency exchange risk
“foreign currency exchange rate fluctuations” · word for word
9 Feb 20266-Kmonday.com reports Q4/FY2025 revenue of $333.9M (+25% YoY) and $1,232M (+27% YoY); strong upmarket growth with 45% increase in $100k+ ARR customers; provides Q1 and FY2026 guidance.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q4-2025 | $334M | +25% y/y |
| Revenue · FY2025 | $1.23B | +27% y/y |
| Non-GAAP operating income · Q4-2025 | $42M | +4% y/y |
| Non-GAAP operating income · FY2025 | $175M | +32% y/y |
| Adjusted free cash flow · Q4-2025 | $57M | -22% y/y |
| Adjusted free cash flow · FY2025 | $323M | +9% y/y |
| Net dollar retention rate · Q4-2025 | 110.0% | |
| Customers with >$50k ARR · Q4-2025 | 4,281 | +34% y/y |
| Customers with >$100k ARR · Q4-2025 | 1,756 | +46% y/y |
| Total RPO · Q4-2025 | $839M | +37% y/y |
Guidance
FY2026 revenue guidance $1,452M-$1,462M (18-19% YoY growth)
Revenue growth continues but decelerating; margins face FX headwinds; strong backlog and upmarket momentum.
Risks flagged
Foreign exchange headwinds pressuring margins
“Non-GAAP operating margin was 14%, the same as in fiscal 2024, reflecting an approximately 110 basis point negative impact from FX” · word for word
10 Nov 20256-Kmonday.com Q3 2025 revenue $316.9M (+26% YoY), non-GAAP operating income $47.5M, net dollar retention 111%, RPO $747M, guidance raised for Q4 and full year.earningsopen
Figures in the filing · each found in the filing text
| Revenue · consolidated · Q3-2025 | $317M | +26% y/y |
| Non-GAAP operating income · consolidated · Q3-2025 | $48M | +48% y/y |
| Non-GAAP operating margin · consolidated · Q3-2025 | 15.0% | |
| Net dollar retention rate · consolidated · Q3-2025 | 111.0% | |
| Remaining performance obligations · consolidated · 2025-09-30 | $747M | +36% y/y |
| Adjusted free cash flow · consolidated · Q3-2025 | $92M | +12% y/y |
| GAAP net income per share · consolidated · Q3-2025 | $0.25 | |
| Non-GAAP net income per share · consolidated · Q3-2025 | $1.20 | +33% y/y |
| Paid customers with >$100k ARR · consolidated · 2025-09-30 | 1,603 | +48% y/y |
| Paid customers with >$500k ARR · consolidated · 2025-09-30 | 78 | +73% y/y |
Guidance
Q4 revenue $328M-$330M; Full year $1,226M-$1,228M
Guidance raised with strong revenue growth and margin expansion.
Risks flagged
Competition in work management software market.
“Industry competition not explicitly mentioned but inherent.”
monday.com Ltd. — questions
- What did monday.com Ltd. file recently?
- 9 SEC filings in the last 12 months. Latest: 6-K on 2026-08-10 — monday.com Ltd. filed a 6-K interim report with unaudited condensed consolidated financial statements for the six months ended June 30, 2026, and a press release announcing second quarter 2026 results. The filing includes financial statemen
Every figure on this page comes from monday.com Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.