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Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive
quarterly results

Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive

Summary * Monday continues to deliver solid performance at both the top and bottom lines. * In this update, we revisit MNDY's core competitive edge, progress in its four product categories and discuss its AI development. * We also discuss the prospect of MNDY becoming a system of record, or SOR, and how mondayDB will play a key role in realizing this vision. * We also speculate on MNDY's role in a future of agentic AI. This combined with the prospect of MNDY becoming a SOR offers substantia
36 min read 13 Dec 2024
Updates: Monday 4Q23 - Continued Great Execution
MNDY
22 min read 22 Feb 2024

Updates: Monday 4Q23 - Continued Great Execution

Summary * MNDY continues with excellent execution at the top and bottom lines. * During this update we make a number of comparisons between MNDY and ASAN to help investors better understand MNDY's strengths. * We dive into mondayDB and how it may impact the vendor's gross margins. We

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