财务数据和关键指标变化 - 2023财年总收入为7.297亿美元,同比增长41% [10] - 2023年第四季度总收入为2.026亿美元,同比增长35% [23] - 净收入率(NDR)在第四季度略有下降至110%,预计将在2024财年下半年开始回升 [24][39][40] 各条业务线数据和关键指标变化 - 公司推出了新的定价模式,预计将在2024财年贡献1500万至2000万美元的收入 [25][37][43][45] - 公司正在加大对研发、产品和销售团队的投资,以扩展工作操作系统平台和产品套件 [26][29][32][33] 各个市场数据和关键指标变化 - 公司在中东地区的业务未受到战争影响,未见任何影响 [84][85] - 公司在中小企业市场也未出现明显压力 [84] 公司战略和发展方向及行业竞争 - 公司将继续专注于创新,推出新功能和产品,如mondayAI、monday workflows和monday code [11][14][15] - 公司正在将自身定位为跨系统的工作流程编排引擎,而不仅仅是工作管理平台 [47][48] - 公司正在加强针对不同业务线的专业销售团队,以更好地满足客户需求 [70][71] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管面临宏观经济和地缘政治的不确定性,但公司在2023年仍取得了出色的业绩 [10] - 管理层对公司未来的发展前景保持乐观,并计划继续加大投资力度 [21][32][33] 问答环节重要的提问和回答 问题1 **Kash Rangan 提问** 提问的内容:公司的增长算法中,客户数量和净收入率的增长速度似乎高于公司的指引,请解释这一差异 [36] **Eliran Glazer 回答** 回答的内容:公司的指引政策没有发生重大变化,仍然保持谨慎和负责任的态度,根据最新数据提供可实现的指引。公司正在逐步推出价格调整,对其影响还在评估中,同时宏观经济环境的不确定性仍在持续 [37][38][39][40] 问题2 **Pinjalim Bora 提问** 提问的内容:公司价格调整的具体假设和时间安排发生了变化,请详细说明 [42] **Eran Zinman 和 Eliran Glazer 回答** 回答的内容:公司原计划在6月左右推出价格调整,但实际提前3-4个月完成了测试并开始推出。公司对客户反应保持谨慎,但目前反馈良好,符合预期。公司对价格调整的影响做出了一定假设,并将其纳入了指引 [43][44][45][46] 问题3 **Brent Bracelin 提问** 提问的内容:公司大客户数量的增长明显加快,这是什么原因驱动的 [52] **Eran Zinman 回答** 回答的内容:公司不断完善产品和销售渠道,使更多客户接触到公司的多产品套件,加上改善的获客引擎,推动了大客户数量的加速增长 [53][54][55]

Have you been paying attention to shares of Monday.com (MNDY) ? Shares have been on the move with the stock up 23.7% over the past month. The stock hit a new 52-week high of $239.22 in the previous session. Monday.com has gained 25.6% since the start of the year compared to the 10.4% move for the Zacks Computer and Technology sector and the 18.9% return for the Zacks Internet - Software industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't ...

Monday.com (MNDY) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 116.67%. A quarter ago, it was expected that this project management software developer would post earnings of $0.18 per share when it actually produced earnings of $0.64, delivering a surprise of 255.56%.Over the last ...

财务业绩 - 公司2023年第四季度收入为2.026亿美元，同比增长35%[3] - 非GAAP运营收入为2,120万美元，较去年同期增长[4] - 公司在2023年第四季度实现净利润12,337,000美元，每股基本收益为0.25美元[32] 财务状况 - 公司在2023年第四季度营收为202,570,000美元，同比增长35%[32] - 公司在2023年底现金及现金等价物达到1,116,128,000美元，较上一年同期增长25%[33] - 公司在2023年全年实现自由现金流为204,945,000美元，自由现金流率为28%[38]

Exhibit 99.1 monday.com Announces Fourth Quarter and Fiscal Year 2023 Results Management Commentary: "2023 was an outstanding year for monday.com, with record financial results and exceptional customer growth across all ends of the market. We are particularly proud of the technological advancements we made throughout the year to provide our customers with the best-in-class Work OS platform and product suite, including the significant upgrades to our infrastructure with mondayDB and the launch of mondayAI," ...

股价表现 - Monday.com (MNDY) 最新交易日收盘价为$211.94，较前一日下跌0.99%[1] - 项目管理软件开发商的股票在上个月上涨了21.08%，表现优于计算机和技术行业的9.33%和标普500指数的4.59%[2] 财报预测 - Monday.com 即将发布的财报备受投资者关注，预计于2024年2月12日发布。公司即将公布的每股收益预计为$0.30，较去年同期下降31.82%。同时，Zacks对营收的预估为1.9829亿美元，较去年同期增长32.27%[3] 分析师预测 - 投资者还应注意最近对Monday.com的分析师预测是否有任何调整。这些最近的修订往往反映了短期业务趋势的演变。因此，我们可以将积极的预测修订视为对公司业务前景的乐观信号[4] Zacks Rank评级 - Zacks Rank系统从1（强热门）到5（强卖出），自1988年以来，1排名的股票的平均年回报率为+25%。在过去一个月中，Zacks对每股收益的共识预估没有变化。Monday.com目前的Zacks Rank为1（强热门）[6] 估值指标 - 投资者还应注意Monday.com当前的估值指标，包括其未来市盈率为123.84。这表明与行业平均未来市盈率31.21相比，存在溢价[6] 行业排名 - 互联网-软件行业属于计算机和技术行业。目前，该行业的Zacks行业排名为80，位于所有250多个行业的前32%[7] 行业表现 - 我们个别行业组的实力由Zacks行业排名来衡量，该排名是根据这些组内个别股票的平均Zacks Rank计算的。我们的研究表明，排名前50%的行业的表现超过后50%的行业，比例为2比1[8] 信息跟踪 - 不要忘记使用Zacks.com来跟踪所有这些影响股价的指标，在即将到来的交易日中[9]

Monday.com (MNDY) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 1 ...

Monday.com (MNDY) closed the latest trading day at $218.08, indicating a -0.33% change from the previous session's end. The stock's performance was behind the S&P 500's daily loss of 0.06%. Elsewhere, the Dow gained 0.35%, while the tech-heavy Nasdaq lost 0.76%.Coming into today, shares of the project management software developer had gained 16.5% in the past month. In that same time, the Computer and Technology sector gained 6.36%, while the S&P 500 gained 3.36%.Analysts and investors alike will be keeping ...

IPO Stock Of The Week and artificial intelligence leader Monday.com (MNDY) broke out past an alternative buy point the past week. The AI stock is on IBD's IPO Leaders screen.X With offices across the world, Monday.com has already established a global footprint. Through its workflow automation and productivity platform, the enterprise software firm works with clients across a range of fields, including marketing, sales, human resources and product development.Through its open platform, Monday AI, the company ...

Monday.com (MNDY) closed the most recent trading day at $208, moving -0.82% from the previous trading session. This move lagged the S&P 500's daily gain of 0.53%. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw an increase of 0.19%.Coming into today, shares of the project management software developer had gained 10.67% in the past month. In that same time, the Computer and Technology sector gained 5.21%, while the S&P 500 gained 2.48%.Analysts and investors alike will ...