monday.com(MNDY) - 2025 Q3 - Earnings Call Presentation
monday.commonday.com(US:MNDY)2025-11-10 13:30

Financial Performance - Revenue for Q3 FY25 reached $317 million, representing a 26% year-over-year growth[5] - The company's adjusted free cash flow was $92 million, which is 29% of the revenue[5] - Gross margin stands at 90%[5] - Remaining performance obligations (RPO) reached $747 million in Q3 FY25[36] Customer Growth and Retention - Customers with ARR (Annual Recurring Revenue) exceeding $50,000 experienced a 37% year-over-year increase, totaling 3,993[5] - Net dollar retention rate for customers with ARR over $50,000 is 117%[5] - Total customer base has grown at a CAGR of 22% from FY19 to FY24[17] Customer Segmentation - Customers with $50k+ ARR contribute 40% of the total ARR[29] - Customers with $100k+ ARR contribute 27% of the total ARR[29] - Customers with $500k+ ARR contribute 6% of the total ARR[29] Geographical Revenue Distribution - North America accounts for 54% of the company's revenue[23] - Europe contributes 27% to the company's revenue[23] - MEA (Middle East & Africa) accounts for 5% of the company's revenue[23] - APAC (Asia-Pacific) contributes 8% to the company's revenue[23] - Latam (Latin America) accounts for 6% of the company's revenue[23]