monday.com Announces Third Quarter 2026 Results
monday.com reported Q3 2026 revenue of $377.5 million, up 19% year-over-year, with record non-GAAP operating income of $89.4 million and a 24% non-GAAP operating margin. AI ARR reached $36 million, RPO grew 27% to $946 million, and GAAP diluted EPS was $0.80 versus $0.25 a year ago; large-customer cohorts (>$50K ARR) grew 26%. However, Q4 guidance implies growth decelerating to ~14%, and operating cash flow fell to $20.4 million from $95.1 million, weighed down by a $47.2 million restructuring payout tied to the company's 2026 Restructuring Plan.
Key figures
- Eps
- 0.8
- Revenue
- 377535000
- Guidance
- Q4 revenue $380M-$382M (+~14% YoY); non-GAAP operating income $68M-$70M (~18% margin). FY26 revenue $1,473M-$1,475M (+~20%); non-GAAP operating income $268M-$270M; adjusted FCF $282M-$288M (19-20% margin)
- Revenue Yoy
- 19%
- Rpo
- 946000000
- Crpo
- 759000000
- Ai arr
- 36000000
- Adjusted fcf
- 63000000
- Gaap diluted eps
- 0.8
- Operating cash flow
- 20400000
- Net dollar retention
- 108%
- Non gaap diluted eps
- 2.14
- Gaap operating income
- 31200000
- Restructuring charges
- 9962000
- Non gaap operating income
- 89400000
- Non gaap operating margin
- 24%
AI analysis
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