Monday.com sets May 11 earnings call, spotlighting AI work platform push
monday.com will report Q1 on May 11 as it presses its AI work-platform pitch, with investors watching monetization, enterprise adoption and margins.
monday.com is heading into its May 11 earnings call with a sharper message than a simple work-management seller. The company now describes itself as an AI work platform that “not only helps manage and orchestrate work, but also does the work for you,” and that framing is likely to be a central part of how leadership talks about growth, margins and customer expansion.
The call is set for 8:30 a.m. Eastern Time, with a webcast and investor dial-in at +1 (646) 968-2525 or +1 (888) 596-4144, conference ID 1347415. For employees across product, engineering, sales and customer success, that timing matters because earnings season is when the company tends to make priorities visible: which bets are paying off, which ones need more velocity, and where the next quarter’s pressure will land.
The stakes are higher because monday.com has spent 2025 and 2026 tying its core work OS to a broader AI story. The company says more than 250,000 customers worldwide use its platform across work management, CRM, service and dev. It introduced monday magic, monday vibe and monday sidekick on July 10, 2025, then said on Sept. 30 that more than 60,000 apps had been built on monday vibe in about three months. By Feb. 9, monday.com was calling monday vibe the fastest product in company history to top $1 million in annual recurring revenue.
That same Feb. 9 update also gave investors a fresh yardstick for scale. monday.com reported fourth-quarter 2025 revenue of $333.9 million, up 25% from a year earlier, while full-year revenue rose 27% and non-GAAP operating margin reached 14%. The company also said customers with more than $50,000 in ARR accounted for 41% of total ARR, a sign that larger accounts are carrying more weight in the business. For sales teams, that means the conversation is no longer just about seats; it is about whether monday.com is becoming infrastructure inside larger enterprises that want one system for work execution.
The AI push has only accelerated since then. On March 11, monday.com said it was opening its platform to external AI agents and building infrastructure so humans and AI agents could collaborate directly, a shift that points to deeper product complexity for engineers and clearer value claims for the field. Twelve days later, the company launched Agentalent.ai, a managed marketplace for enterprise AI agents, in collaboration with AWS, Anthropic and Wix. If management leans into that storyline on May 11, the signal to workers will be plain: monday.com wants investors to value it less like a collaboration app and more like a platform competing for mission-critical workflows, enterprise standardization and AI-driven execution.
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