Monday.com sets May 11 first-quarter 2026 earnings call, highlights AI platform focus

monday.com’s next earnings call will not just be a scorecard on revenue. For employees, customers and investors, the bigger question is whether the company can show that its AI push is turning into deeper usage, more enterprise deals and stronger traction in CRM, service and dev.

The company said it will report first-quarter 2026 results on Monday, May 11, 2026, and hold a conference call and webcast at 8:30 a.m. Eastern Time. monday.com investor relations will make the call available through its website and by phone, with an archived webcast afterward. The event lands as the company is trying to frame itself less as a work-management vendor and more as an AI work platform with one shared AI layer across work management, CRM, service and dev.

The numbers heading into that checkpoint are already sizable. As of December 31, 2025, monday.com said it had more than 250,000 customers worldwide, a 110% net dollar retention rate, 4,281 customers with more than $50,000 in annual recurring revenue and 3,155 employees. Those figures matter inside the company because they hint at the mix Monday.com has been trying to build: broad self-serve reach, plus enough larger accounts to support a longer enterprise sales motion.

The last quarter gave management some room to argue that the strategy is working. On February 9, 2026, monday.com reported fourth-quarter revenue of $333.9 million, up 25% from a year earlier, and full-year 2025 revenue of $1.232 billion, up 27%. It also said 2025 non-GAAP operating margin reached 14%, that customers with more than $50,000 in ARR accounted for 41% of total ARR, and that it posted record net adds of customers with more than $100,000 in ARR in the fourth quarter.

The AI message has sharpened since then. On March 11, 2026, monday.com announced infrastructure that lets AI agents sign up, authenticate and execute work directly within the platform. Roy Mann said the company was building infrastructure for humans and AI agents to collaborate directly, a statement that now gives the May 11 call a clear test: whether monday.com can show that its AI layer is producing real adoption, not just product rhetoric.

That is why this call matters to monday.com’s engineers, product managers and sales teams. The most important signals will be whether management talks about AI feature uptake, enterprise expansion, pricing or seat-growth trends, and momentum in products like CRM and service. For a company that now describes itself as an AI work platform, the next quarter will show whether that identity is becoming a business advantage or just a newer label on the same old work-OS story.