Monday.com Sees Surge in High-Value Customers, Driving Impressive First Quarter Earnings
Monday.com Sees Surge in High-Value Customers, Driving Impressive First Quarter Earnings
Monday.com Ltd (NASDAQ:MNDY) reported fiscal first-quarter 2024 revenue growth of 34% Y/Y to $216.9 million, beating the analyst consensus estimate of $210.4 million.
Monday.com有限公司（纳斯达克股票代码：MNDY）报告称，2024财年第一季度收入同比增长34％，至2.169亿美元，超过了分析师共识估计的2.104亿美元。
The project management software company's adjusted EPS of $0.61 beat the analyst consensus estimate of $0.40. The stock price gained after the results.
这家项目管理软件公司调整后的每股收益为0.61美元，超过了分析师共识估计的0.40美元。业绩公布后，股价上涨。
The net dollar retention rate was 110%, with the net dollar retention rate for customers with more than ten users being 114%.
净美元留存率为110％，拥有十名以上用户的客户的净美元留存率为114％。
The number of paid customers with over $50,000 in annual recurring revenue (ARR) rose 48% Y/Y to 2,491. The adjusted operating margin was 10% versus (0)% prior year.
年经常性收入（ARR）超过5万美元的付费客户数量同比增长48％，达到2491人。调整后的营业利润率为10％，而去年同期（0）％。
In the quarter, MNDY generated net cash from operating activities of $91.96 million, with $89.89 million of free cash flow, compared to $42.73 million and $38.68 million, respectively, a year ago. MNDY held $1.22 billion in cash and equivalents as of March-end.
在本季度，MNDY从经营活动中产生的净现金为9,196万美元，自由现金流为8,989万美元，而去年同期分别为4,273万美元和3,868万美元。截至3月底，MNDY持有12.2亿美元的现金及等价物。
"Our Q1 results mark an exceptional start to the year, with strong demand for our products across all ends of the market," said monday.com co-founders and co-CEOs, Roy Mann and Eran Zinman.
monday.com联合创始人兼联合首席执行官罗伊·曼恩和埃兰·津曼表示：“我们第一季度的业绩标志着今年的开局非同寻常，市场各端对我们产品的需求都很强劲。”
Outlook: Monday.com expects second-quarter revenue of $226 million – $230 million (versus the consensus of $225.1 million) and adjusted operating margin of 8% – 9%.
展望：Monday.com预计第二季度收入为2.26亿美元至2.3亿美元（而市场普遍预期为2.251亿美元），调整后的营业利润率为8％至9％。
Monday.com expects 2024 revenue guidance of $942 million – $948 million (prior $926 million – $932 million) against the consensus of $935.28 million, and an adjusted operating margin of 8% – 9% (prior 6% – 7%).
Monday.com预计，2024年的收入预期为9.42亿美元至9.48亿美元（之前为9.26亿美元至9.32亿美元），而市场普遍预期为9.3528亿美元，调整后的营业利润率为8％至9％（之前为6％至7％）。
Monday.Com stock gained over 19% in the last 12 months. Investors can gain exposure to the stock via SPDR S&P Kensho New Economies Composite ETF (NYSE:KOMP) and IShares Core MSCI Total International Stock ETF (NASDAQ:IXUS).
在过去的12个月中，Monday.com的股票上涨了19％以上。投资者可以通过SPDR标普Kensho新经济综合ETF（纽约证券交易所代码：KOMP）和iShares Core MSCI道达尔国际股票ETF（纳斯达克股票代码：IXUS）获得股票敞口。
Price Action: MNDY shares are trading higher by 19.9% at $217.96 premarket at the last check Wednesday.
价格走势：在周三的最后一次盘前检查中，MNDY股价上涨19.9％，至217.96美元。