These three stocks can prove to be compelling picks for astute investors. Since the launch of OpenAI's famous chatbot, ChatGPT, the artificial intelligence (AI) revolution has taken the investment world by storm. While the initial euphoria seems to have died down somewhat, the power of this investment trend is far from over. A few prominent AI stocks seem to be witnessing a pullback on investor concerns about the monetization potential of their AI capabilities and ongoing investments in AI infrastructure. H ...

Luis Alvarez/DigitalVision via Getty Images For a lucky few companies, the current macro turnoil brewing around the markets is merely irrelevant outside noise. These growth stocks have continued their impressive rallies, maintained sky-high top-line growth rates, and defy the pessimism that is pervading around the Al trade. monday.com (NASDAQ:MNDY) is one of these companies. The enterprise software platform, which operates a mishmash of products across CRM and DevOps tools, recently reported Q2 results whic ...

Shares of the CRM specialist gained on a strong earnings report. Shares of Monday.com (MNDY 12.89%) were moving higher today after the cloud software customer-resource management (CRM) company posted better-than-expected results in its second-quarter earnings report. It also raised its guidance for the full year. As of 2:20 p.m. EDT, the stock was up 11.1% on the news. Monday.com keeps growing Monday's recovery from a sharp post-pandemic slide continued today as it delivered another round of strong revenue ...

Key Takeaways Monday.com beat analysts' expectations on the top and bottom lines in the second quarter. The company achieved its first quarter of GAAP operating profitability. It now expects full-year revenue growth of 31% to 32%, up from a prior estimate of 29% to 30%. Shares of monday.com popped after the workplace software company topped analysts' expectations with its second-quarter results and raised its full-year guidance. The company's latest projection calls for revenue growth of 31% to 32% in 2024, ...

财务数据和关键指标变化 - 第二季度总收入为2.361亿美元,同比增长34% [25] - 第二季度非GAAP毛利率为91%,预计中长期将保持在高80%区间 [28] - 第二季度非GAAP净利润为4930万美元,同比增长134% [30] - 第二季度每股摊薄非GAAP净收益为0.94美元 [30] - 截至第二季度末,现金及等价物余额为13亿美元,较第四季度末增加2亿美元 [32] - 第二季度自由现金流为5080万美元,自由现金流率为22% [32] 各条业务线数据和关键指标变化 - monday CRM自推出以来已超过20,000个账户,在第二季度推出了电子邮件互动跟踪和时间线提醒等新功能 [18] - monday开发工具(monday dev)推出了路线图跟踪功能,帮助用户可视化公司的重点任务并跟踪进度 [20] - monday服务管理(monday service)已进入测试阶段,计划在2024年底正式发布 [59][60] 各个市场数据和关键指标变化 - 公司最大客户席位数从上季度的25,000席位增长超过3倍至80,000席位 [12] - 公司整体净收益率在第二季度保持稳定在110%,预计全年将小幅提升 [26] 公司战略和发展方向及行业竞争 - 公司已从单一产品转型为一个真正的工作操作系统平台,拥有多个产品 [10] - 公司正在持续加强企业级渠道和平台基础设施,通过mondayDB提升可扩展性和性能 [15] - 公司正在全面整合人工智能技术,提升客户服务效率和用户体验 [16][17] - 公司正在专注于加强现有产品线的功能,而不是开发新的产品线 [97] - 公司在价格策略上保持谨慎,正在逐步向客户推广新的定价方案 [24][109] - 公司在市场竞争中主要依靠产品灵活性和性能优势,而不是价格优势 [73][100] 管理层对经营环境和未来前景的评论 - 尽管宏观环境仍然不确定和动荡,但公司各个细分市场的需求保持稳定 [50][102] - 公司在中小企业市场保持强劲增长,大中型企业客户也保持良好增长态势 [50][102] - 公司对未来保持谨慎乐观,将继续专注于产品创新和客户服务 [49][50] 其他重要信息 - 公司将在未来几个月举办年度Elevate大会,届时将分享公司愿景、战略和产品路线图 [21][22] 问答环节重要的提问和回答 问题1 **Brent Bracelin 提问** 询问大客户增长和净收益率改善的原因 [36] **Eran Zinman 回答** 主要是由于现有客户持续扩大使用,以及一些软件整合需求 [37] 问题2 **Jackson Ader 提问** 询问不同规模客户的产品使用情况和深度 [42] **Roy Mann 回答** 公司有核心用户和被邀请用户两种,通过flywheel效应实现持续增长 [45] 问题3 **Eliran Glazer 回答** 人工智能技术在提升客户服务效率方面取得成效,未来将进一步整合到产品中 [66][68]

Monday.com NASDAQ: MNDY had another beat-and-raise quarter because the combination of its offering and operational quality delivered results. The company delivers results for its clients and investors and has its stock on track to hit a multi-year high soon. The question is whether this market will dip again before crossing the critical threshold and if there is a chance it might. The takeaway is that, dip or no dip, this market is simmering and could come to a boil at any time. Get monday.com alerts: Monda ...

Monday.com (MNDY) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 74.07%. A quarter ago, it was expected that this project management software developer would post earnings of $0.39 per share when it actually produced earnings of $0.61, delivering a surprise of 56.41%. Over the last ...

财务表现 - monday.com Q2 FY24财报电话会议中，营收达到2.36亿美元[4] - 毛利率达到91%[8] - 自由现金流为5,100万美元，占营收的22%[9] - 在Q2-24期间，实现了34%的年度营收增长[6] - 调整后的自由现金流在FY-23年达到了2.149亿美元，自由现金流边际率为28%[81] - Q1-24季度的自由现金流为8.99亿美元，自由现金流边际率为41%[82] 客户增长 - 与上一年同期相比，拥有年度合同收入超过5万美元的客户增长了43%，达到2,713家[5] - 具有年度合同收入超过5万美元的客户的净美元留存率增长了114%[7] - 公司持续向高端市场推进，拥有10个以上用户的客户、年度合同收入超过5万美元的客户、年度合同收入超过10万美元的客户所占ARR的比例持续增长[42][43][44] 公司策略 - 公司强调了其独特的Work OS平台，以及能够适应不同行业、地理位置和公司规模的强大、多样化的客户群体[16][21] - 公司持续向高端市场推进，拥有10个以上用户的客户、年度合同收入超过5万美元的客户、年度合同收入超过10万美元的客户所占ARR的比例持续增长[42][43][44]

Is Monday.com's impressive growth enough to justify its high valuation? Here's what you need to know.Have you heard of Monday.com (MNDY 0.79%)? Maybe you've run into its software-as-a-service (SaaS) platform at work -- where more than 200,000 client companies use Monday.com to manage their workflows and projects.The stock has been a big winner over the last two years, gaining 125% while the S&P 500 index rose by 37%. That market momentum looks good, but Monday's stock is also soaring to nosebleed-inducing h ...

Monday.com (MNDY) closed at $237.97 in the latest trading session, marking a +0.79% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 1.11%. Elsewhere, the Dow gained 1.64%, while the tech-heavy Nasdaq added 1.03%.Heading into today, shares of the project management software developer had lost 0.08% over the past month, outpacing the Computer and Technology sector's loss of 5.32% and the S&P 500's loss of 1.16% in that time.Market participants will be closely following ...