Rachel Warren

But do I think that means suddenly NVIDIA chips go away?

No, I think we could live in a growing enterprise world where there is room for multiple successful players.

I think we're seeing that advantage play out.

And I do think 10 years from now, this is a far more fragmented space than we see today.

Yeah, I mean, the stock has taken a massive beating over the last year, down significantly.

And it's worth noting, you know, Monday.com stock is still down about 50% year to date at the time that we're recording this episode.

And I think what we've been seeing is really, I think, a lot of the market appetite that's been surrounding a lot of software stocks, right?

This fear that generative AI will either disrupt Monday.com's customer acquisition, maybe render its project management tools obsolete, or

But certainly there were a few things that the market liked.

So for starters, Money.com beat analyst expectations on the top line with $351 million in revenue.

That was a 24% year-over-year increase.

The company also delivered adjusted earnings per share of $1.15.

That's compared to what analysts were guiding for of just $0.93 a share.

Management also raised their guidance for 2026.

They're now looking to bring in about 1.5 billion in revenue.

There's the launch of their new AI work platform.

Also net dollar retention rate was 110%.

So there were certainly some good numbers with the market seems to like.

Yeah, I think that's the major tension here, right?

I mean, this was a pretty significant growth story a few years ago.