monday.com (NasdaqGS:MNDY) 2025 Earnings Call Presentation

Financial Performance - monday com's Annual Recurring Revenue (ARR) exceeded $12 billion in H1 FY'25[23] - The company achieved a revenue growth of 28% in H1 FY'25[23] - Adjusted free cash flow margin was 30% in H1 FY'25[23] - Non-GAAP operating margin was 15% in H1 FY'25[23] - The company's cash and cash equivalents amounted to $16 billion[23] Customer Acquisition and Expansion - The company has over 250,000 customers[23] - Monthly Active Paying People (MAPP) reached approximately 25 million[23] - Only 6% of accounts have adopted more than one product, indicating a significant cross-sell opportunity[31, 61] - Accounts with multi-product adoption show a 25x uplift to Average Contract Value (ACV)[188, 220] AI and Product Innovation - AI is accelerating adoption and efficiency across monday com's products[61] - monday CRM reached $100 million ARR in just three years[30, 173] - monday Service is the fastest-growing product ever[30, 173] Go-to-Market Strategy - New accounts average contract value (ACV) increased by 38% from H1'21 to H1'25[38] - Customers with over $500k ARR have grown significantly, with a CAGR of 115% since H1'21[40]