monday.com’s (MNDY) shares fell 5.3% to close at $177.89 on Jan 2, following a 1.6% decline on Dec 29. MNDY shares are now down almost 11% from the 52-week high of $199.68 on Dec 19.The recent dip offers an exciting buying opportunity. In the trailing 12-month period, monday.com shares have outperformed the Zacks Computer and Technology sector, as well as its peers like AvidXchange (AVDX) , Ceridian HCM (CDAY) and DigitalOcean (DOCN) .While monday.com has returned 57.6%, shares of AvidXchange, Ceridian HCM ...

Editor's note: Seeking Alpha is proud to welcome Amrita Roy as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Khanchit Khirisutchalual Introduction and Investment Thesis monday.com (NASDAQ:MNDY) is an enterprise productivity cloud software company that has demonstrated signs of enduring growth driven by a robust set of product developments in the productivi ...

财务数据和关键指标变化 - 公司第三季度总收入为1.892亿美元,同比增长38% [24][25] - 公司第三季度非GAAP毛利率为89% [27] - 公司第三季度非GAAP研发费用占收入15%,预计未来将维持在高teens水平 [27] - 公司第三季度非GAAP销售和营销费用占收入54%,较去年同期下降 [27] - 公司第三季度非GAAP净利润为3200万美元,上年同期为260万美元 [28] - 公司第三季度自由现金流为6490万美元,自由现金流率达34% [29] - 公司预计第四季度收入为1.96-1.98亿美元,全年收入为7.23-7.25亿美元,同比增长39-40% [30][31] 各条业务线数据和关键指标变化 - 公司企业客户(ARR超5万美元)占比达31%,较上季度有所提升 [66][79] - 公司新产品如CRM和开发者工具(mondayDB)的采用情况良好,正在推动客户扩展使用 [35][36][100][105] 各个市场数据和关键指标变化 - 公司以色列市场仅占总ARR的个位数百分比,目前对公司整体业务影响较小 [12][53] - 公司全球员工中约7%被征召参军,但公司已采取措施确保业务运营不受影响 [12][52][53] 公司战略和发展方向及行业竞争 - 公司继续推进多产品战略,新产品如CRM和开发者工具有助于提升客户粘性和扩展使用 [17][35][36][105] - 公司正在加强区域销售团队建设,以更好地服务大型企业客户 [42][43][46][48] - 公司正在加大对人工智能技术的投入,并将其应用于提升产品功能和用户体验 [19][60][92][125] - 公司未来将考虑通过并购等方式进行非有机增长 [128] 管理层对经营环境和未来前景的评论 - 公司目前仍面临一定的宏观经济压力,但新客户需求保持良好 [41][84][119][120] - 公司看好未来发展前景,将继续加大在研发、销售等方面的投入 [52][110][111] 问答环节重要的提问和回答 问题1 **Kash Rangan 提问** 公司对净收入留存率(NDR)趋稳的看法 [35][36] **Eliran Glazer 回答** 公司NDR在过去几个月有所趋稳,预计未来将保持在略低于110%的水平 [35][36] 问题2 **Pinjalim Bora 提问** 公司区域销售团队建设对销售策略的影响 [42][43][46][48] **Eran Zinman 回答** 区域销售团队建设有助于公司更好地服务大型企业客户,提升客户获取和扩展能力 [42][43][46][48] 问题3 **Brent Bracelin 提问** 公司人工智能助手的应用情况和未来竞争影响 [60][92][125] **Roy Mann 回答** 公司正在积极探索将人工智能应用于提升产品功能和用户体验,未来这可能成为行业标准,但公司有望通过差异化应用保持竞争优势 [60][92][125]

II. monday.com Work OS Changing the way that people work and businesses operate Safe Harbor Disclaimer This presentation has been prepared by monday.com Ltd. ("we," "us," "our," "monday.com" or the "Company"). This presentation (including oral commentary that accompanies this presentation) 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 a ...

Exhibit 99.1 monday.com Announces Fourth Quarter and Fiscal Year 2023 Results Fourth quarter revenue of $202.6 million grew 35% year over year Number of customers with more than $50k ARR grew 56% year over year Achieved record annual non-GAAP operating margin and free cash flow New York / Tel Aviv, February 12, 2024 -- monday.com (NASDAQ: MNDY), a work operating system (Work OS) where organizations of any size can create the tools and processes they need to manage every aspect of their work, today reported ...

monday.com Ltd (NASDAQ:MNDY) Q2 2023 Results Conference Call August 14, 2023 8:30 AM ET Company Participants Byron Stephen - Director of Investor Relations Roy Mann - Co-Founder, Co-CEO & Director Eran Zinman - Co-Founder, Co-CEO, & Director Eliran Glazer - Chief Financial Officer Conference Call Participants Kash Rangan - Goldman Sachs Pinjalim Bora - JPMorgan Jackson Ader - MoffettNathanson Steve Enders - Citi Arjun Bhatia - William Blair Derrick Wood - TD Cowen Brent Thill - Jefferies George Iwanyc - Opp ...

财务表现 - 第三季度营收为1.892亿美元，同比增长38%[1] - 第三季度净现金流为6,660万美元，自由现金流为6,490万美元，较2022年同期分别增长233%和364%[3] - 2023年第三季度，MONDAY.COM LTD的净现金流为66,579千美元，较去年同期的20,030千美元增长了232.51%[26] 客户增长 - 拥有超过5万美元ARR的客户数量同比增长57%[1] - 拥有超过5万美元ARR的付费客户数量为2,077，较2022年9月30日的1,323增长57%[4] 预测展望 - 第四季度预计总收入为1.96亿至1.98亿美元，同比增长31%至32%[5] 留存率 - 超过110%的净美元留存率[4] - 超过115%的净美元留存率，针对拥有超过10名用户的客户[4] - 超过115%的净美元留存率，针对年度重复收入超过5万美元的客户[4] 资金状况 - 2023年9月末，MONDAY.COM LTD的现金及现金等价物为1,054,270千美元，较2022年12月底的885,894千美元增长了18.99%[25] - 2023年第三季度，MONDAY.COM LTD的非GAAP毛利为168,866千美元，较去年同期的121,746千美元增长了38.71%[27]

II. monday.com Work OS Changing the way that people work and businesses operate Safe Harbor Disclaimer This presentation has been prepared by monday.com Ltd. ("we," "us," "our," "monday.com" or the "Company"). This presentation (including oral commentary that accompanies this presentation) 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 a ...

monday.com Ltd. (NASDAQ:MNDY) Q1 2023 Results Earnings Conference Call May 15, 2023 8:30 AM ET Company Participants Byron Stephen - Head of Investor Relations Roy Mann - Co-Founder and Co-Chief Executive Officer Eran Zinman - Co-Founder and Co-Chief Executive Officer Eliran Glazer - Chief Financial Officer Conference Call Participants Kash Rangan - Goldman Sachs Noah Herman - JP Morgan Jackson Ader - SVB MoffettNathanson Arjun Bhatia - William Blair Brent Bracelin - Piper Sandler Steven Enders - Citigroup D ...

财务表现 - 第二季度营收为1.757亿美元，同比增长42%[1] - 具有超过5万美元ARR的客户数量同比增长63%[1] - 自由现金流为45.9百万美元，同比增长[3] - 净现金流为47.6百万美元，同比增长[3] - 2023年6月30日，MONDAY.COM LTD的现金及现金等价物为989,377千美元，较2022年6月30日的885,894千美元增长了11%[23] - 2023年6月30日，MONDAY.COM LTD的净现金流为47,589千美元，较去年同期的-14,061千美元有显著增长[24] - 2023年6月30日，MONDAY.COM LTD的非GAAP毛利率为90%，较GAAP毛利率高出1%[25] - 2023年6月30日，MONDAY.COM LTD的营收增长率为43%，经过外汇调整后的营收增长率为77%[27] - 2023年6月30日，MONDAY.COM LTD的自由现金流为45,932千美元，自由现金流率为26%[28]