monday.com (MNDY) Earnings Preview: What to Watch Before the Open
As seen on the 24/7 Wall St. homepage on August 10, 2026.
monday.com reports at 7:00 AM ET, and with the market cap down to $3.9 billion, seat growth and enterprise upsell carry the whole story. AI monetization commentary sets the tone for Asana, Atlassian and HubSpot on SaaS demand.
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monday.com releases its results at 7:00 AM ET on August 10, before the market opens for trading. With the company's market cap sitting at $3.9 billion, investors will be zeroing in on two core drivers: how quickly the platform is adding seats and whether the enterprise upsell motion is gaining traction. Either metric moving in the wrong direction could put meaningful pressure on a valuation that has already come under scrutiny.
AI monetization will be the other major thread to follow in the earnings call. monday.com's commentary on how it is packaging and pricing AI features carries weight well beyond its own stock — it effectively sets expectations for the broader work-management and SaaS category heading into reports from Asana, Atlassian, and HubSpot. A cautious tone on AI-driven revenue could ripple across the sector, while an upbeat read could lift sentiment for the group.
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Mentioned: MNDY