Monday.com posts 27% FY revenue growth, highlights AI product momentum

Monday.com posted fiscal 2025 revenue of $1,232.0 million, a 27% year-over-year gain, and fourth quarter revenue of $333.9 million, up 25% from the prior year. The results reflect continued customer expansion across enterprise features and traction in CRM and service use cases, the company said in its Feb. 9 earnings release.

Non-GAAP operating income for the quarter was $41.9 million, representing a 13% non-GAAP operating margin. For fiscal 2025, non-GAAP operating income totaled $175.3 million, or a 14% margin. Those figures show monday.com remains profitable on an adjusted basis even as it invests in new product lines and go-to-market expansion.

For the first quarter of fiscal 2026, monday.com guided revenue of $338 million to $340 million, roughly 20% year-over-year growth. Full-year 2026 revenue guidance was set at $1,452 million to $1,462 million, reflecting an 18% to 19% increase versus fiscal 2025. The company projected non-GAAP operating income for 2026 of $165 million to $175 million, corresponding to an 11% to 12% non-GAAP operating margin, slightly below last year’s adjusted margin.

A central storyline in the release was AI momentum. monday vibe, the company’s recently priced AI product, surpassed $1 million in annual recurring revenue shortly after pricing launched. Monday.com also highlighted broader AI product adoption alongside enterprise feature development and CRM/service traction, positioning its platform to drive more automated workflows and customer-facing solutions.

For employees and customers, the results signal two practical shifts. First, rapid AI adoption will change day-to-day workflows, increasing demand for administrators, integration specialists, and internal trainers to roll out new capabilities and maintain governance. Second, guidance that trims adjusted margin suggests monday.com plans continued investment in product engineering and go-to-market teams, which could mean hiring in R&D and sales but also tighter cost discipline elsewhere.

The company noted risks that could affect future results and scheduled an earnings webcast, making investor materials available on its investor site. For workers who build, integrate, or sell on monday.com, the near-term priorities will be tracking adoption metrics for AI features like monday vibe, preparing for more enterprise deployments, and sharpening skills around AI oversight and customer implementations.

What comes next is execution: whether monday.com can convert early AI traction into broader ARR growth while managing margins will determine hiring patterns, role priorities, and the pace of product-driven changes to workplace workflows.