monday.com Ltd. (MNDY) Form 6-K — Nov 9, 2026
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 at a 24% margin, up from 15% a year ago. GAAP net income was $35.2 million ($0.80 diluted EPS), and AI ARR reached $36 million as monday agents passed 6 million interactions in under two quarters. Forward indicators were strong: RPO rose 27% to $946 million, cRPO grew 22% to $759 million, and net dollar retention held at 108%, with customers over $500K ARR up 58% year-over-year. The company repurchased $735 million of shares in the first nine months of 2026.
Key figures
- Eps
- GAAP diluted $0.80; non-GAAP diluted $2.14
- Revenue
- 377500000
- Guidance
- Q4 2026 revenue $380-382M (~14% YoY growth); non-GAAP operating income $68-70M (~18% margin). FY2026 revenue $1,473-1,475M (~20% growth); non-GAAP operating income $268-270M; adjusted free cash flow $282-288M (19-20% margin).
- Net Income
- 35198000
- Revenue Yoy
- 19%
- Total Assets
- 1619957000
- Cash Position
- $869.6M cash and equivalents plus $229.8M marketable securities
- Rpo
- $946M, up 27% YoY
- Crpo
- $759M, up 22% YoY
- Ai arr
- $36M
- Operating cash flow
- $20.4M (vs $95.1M in Q3 2025)
- Net dollar retention
- 108%
- Gaap operating income
- $31.2M (vs -$2.4M in Q3 2025)
- Adjusted free cash flow
- $63.0M (vs $92.3M in Q3 2025)
- Restructuring charges q3
- $10.0M ($31.4M for nine months)
- Non gaap operating income
- $89.4M (vs $47.5M in Q3 2025)
- Non gaap operating margin
- 24% (vs 15% in Q3 2025)
- Share buyback nine months
- $735.0M
- Monday agents interactions
- over 6 million
- Paid customers 100k plus arr
- 2,127, up 33% YoY
AI analysis
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