What happened
The May 2026 filing expected most reductions by the end of the third quarter. Second-quarter results recorded $3.2m in restructuring charges and projected $20m–$25m in annualized payroll savings.
Attribution and company response
Revenue held, staff cut. The published revenue comparison held or grew — $498m in 2025, up 1.2% (essentially flat). This clears the tracker’s revenue screen; it does not prove AI substitution, completed departures or the absence of financial pressure.
What the figures show
WHO BENEFITS?
Revenue grew, but the record does not yet show whether workers shared in the gains.
- Business performance
- $498m in 2025, up 1.2% (essentially flat)
- Worker pay
- $47,239 median · 2025One year of pay data; no trend established.
- Workforce impact
- Up to 400 positions, including contractorsMAY 2026 · Scope of the reported event, not net job losses.
- Cash flow / profitability
- $64.5m operating cash flow2025 · Not a shareholder payout.
Two-year history · 8 quarters
Jul 2024–Jun 2026 · USD millions · 4 of 6 measures cover every quarter. Checked 2026-09-22.
Each chart uses its own scale. Financial gains do not establish gains for workers or an effect caused by AI.
| Quarter ended | Revenue | Net profit / loss | Operating cash | Cash investment (PP&E) | Buybacks paid | Dividends paid |
|---|---|---|---|---|---|---|
| 114.5 | 13.9 | -16.3* | 3.4* | — | — | |
| 130.4* | -50.6* | 67* | 3.7* | — | — | |
| 117.2 | 7.2 | -0 | 3.7 | 0 | — | |
| 125.7 | 20.3 | 28.4* | 3.2* | 0* | — | |
| 122.8 | -118.4 | -20.5* | 4.1* | — | — | |
| 132.7* | 7.3* | 56.6* | 3.6* | — | — | |
| 117.2 | -12.9 | -10 | 3.6 | 21.3 | — | |
| 124.7 | -1.8 | 18.1* | 3.1* | 10.1* | — |
Consolidated company figures. Acquisitions, disposals, taxes and changes in reporting scope can affect comparisons. This series does not isolate AI effects.
* Calculated by subtracting reported periods: usually cumulative total minus the previous cumulative total, or full year minus nine months for Q4. Monday.com Q1 is half year minus Q2. Click a value for its source; click * for the subtracted period. Some calculations use different filings and may be affected by restatements. Fiscal dates differ between companies; compare the same season a year earlier.
Worker pay remains annual in the compensation table. Missing quarterly pay or headcount is not interpolated. This is financial-history coverage, not a complete assessment of who benefits.
Sources & limits
Revenue is not profit. These figures may cover different periods and do not isolate the effects of AI. Median pay includes more than salary and can change with workforce composition; it does not track raises for the same employees.
Completed departures, realized savings and task-level AI substitution remain unverified. Contractor positions are included, so this is not an employee-only layoff count.
CEO pay derived from median × ratio.
Allocation evidence: Continuing operations only; not a payout. The $20m–$25m annual payroll saving in the later restructuring plan is a forecast, not realized savings. Checked 22 September 2026. Allocation source ↗
Executive pay & historical figures
Annual stock awards can make CEO pay and its ratio swing sharply. No fairness rating is assigned to this ratio.
| Year | Median employee | CEO | Named executives, avg. | CEO / median |
|---|---|---|---|---|
| 2025 | $47,239 | $756,000* | — | 16:1 |
* Estimated from median compensation × reported ratio.
CEO pay derived from median × ratio.
Workforce and outcome context
Second-quarter 2026 results record $3.2m in restructuring charges. The $20m–$25m annualized payroll saving remains a forecast.
Sources and dates
- Company plan · Groupon SEC filing and quarterly results · MAY 2026.
- Workforce context checked 20 September 2026. Source ↗
- Financial record: Source ↗