monday.com Gears Up to Report Q3 Results: What's in the Cards?

Core Insights - monday.com (MNDY) is set to report its third-quarter 2025 results on November 10, with expected total revenues between $311 million and $313 million, indicating a year-over-year growth of 24% to 25% [1] - The Zacks Consensus Estimate for third-quarter 2025 revenues stands at $312.02 million, reflecting a growth of 24.31% compared to the previous year [1] - The consensus estimate for earnings per share (EPS) is 89 cents, showing a year-over-year growth of 4.71% [2] Revenue and Earnings Performance - MNDY has consistently beaten the Zacks Consensus Estimate for earnings in the past four quarters, achieving an average positive surprise of 41.18% [4] - The company's rapid growth in its CRM business is expected to positively impact its third-quarter performance, having surpassed the $100 million annual recurring revenue milestone for monday CRM within three years of its launch [5] Strategic Developments - The introduction of new AI-powered features such as monday magic, monday vibe, and monday sidekick is anticipated to enhance user engagement and customer retention, contributing to revenue growth [6] - monday.com's focus on operational efficiency is reflected in its non-GAAP operating margin of 15% in the second quarter, indicating strong cost control and business growth [7] Challenges - A slowdown in search-generated demand, particularly due to changes in Google's AI and search algorithms, is expected to negatively affect MNDY's third-quarter results, with a noted decline in lead volumes from SMB and mid-market segments [8]