NASDAQ$MNDY

Monday.com · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

MNDY reported Q4 2025, revenue of $1.23B, net income of $118.7M.

For Q4 2025, MNDY reported revenue of $1.23B, net income of $118.7M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $1.23B.
  • Net income $118.7M.
  • MNDY MD&A covers liquidity, operations, and outlook.

Headline financials

Total Revenue

$1.23B

Previous: $268M+359.7%
EPS (adj)

$1.04

Previous: $1.08-3.7%
Net Dollar Retention

110.0%

No prior period
NDR 10+ Users

114.0%

No prior period
NDR $50K+ ARR

116.0%

No prior period
NDR $100K+ ARR

116.0%

No prior period
Customers 10+ Users

63.9K

Previous: 59.2K+7.9%
Customers >$50K ARR

4.3K

Previous: 3.2K+33.7%
Customers >$100K ARR

1.8K

Previous: 1.2K+45.5%
Customers >$500K ARR

87

Previous: 50+74.0%
Total RPO

$839M

Previous: $614M+36.6%
Current RPO

$676M

Previous: $516M+31.0%
monday vibe ARR

$1M

No prior period
Net Income

$119M

Previous: $23M+416.0%
Operating Income

$2.39M

Previous: $9.6M-75.1%
Gross Profit

$297M

Previous: $237M+24.9%

Revenue & EPS history

Monday.com · Revenue · Quarterly

$1.23B

Q4 2025+359.7%vs Q4 2024
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+3.8%

Avg return

Earnings day

+4.2%

Avg return

5 days after

+3.8%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+45.3%

Q2 2021

Best reaction

-29.8%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.7%-0.2%+13.2%
Q4 2025-20.8%-26.1%-22.4%
Q3 2025-12.5%-15.3%-15.9%
Q2 2025-29.8%-29.1%-24.5%
Q1 2025+0.3%+5.4%+8.2%
Q4 2024+26.5%+23.3%-3.2%
Q3 2024-19.6%-18.9%-14.3%
Q1 2024+25.6%+26.1%+24.6%
Q4 2023-8.8%-4.5%-7.0%
Q3 2023+16.8%+21.1%+29.5%
Q2 2023+4.7%+3.4%+6.1%
Q1 2023+14.3%+14.2%+39.5%
Q4 2022+25.0%+16.7%+4.8%
Q3 2022+13.3%+1.7%+28.7%
Q2 2022+9.3%+7.3%-7.9%
Q1 2022-4.1%+3.5%-5.7%
Q4 2020+20.1%+38.5%+10.0%
Q4 2021-17.5%-10.5%-15.2%
Q3 2021-18.1%-17.0%-30.8%
Q2 2021+45.3%+43.7%+57.3%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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