Rachel Warren

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.

I mean, certainly Monday.com is becoming a more mature enterprise business.

But that deceleration unit is real.

You know, when you're seeing mid-20s growth slow down to 18 to 19 percent next quarter, that's not really the trend line you want to be looking at.

And the slowdown is coming from a few factors.

You've got smaller businesses that are tightening their belts.

And so the

Monday.com is really leaning heavily into moving up market to grab those bigger corporate contracts.

They're expanding their multi-product strategy.

They really have to squeeze more value from the customers that they already have.

I think the big question that the market still has that a lot of investors still have is whether Monday.com becomes a victim of AI or the master of it, right?