What happened
An SEC filing put non-recurring charges at 30 to 33 million dollars, mostly severance and benefits. The company said it is redirecting spend to specialised sales, channel and enterprise teams alongside AI initiatives.
Attribution and company response
Revenue held, staff cut. The published revenue comparison held or grew — $3.35bn in FY2026, up 25.4%. 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
- $3.35bn in FY2026, up 25.4%
- Worker pay
- $162,078 median · 2025One year of pay data; no trend established.
- Workforce impact
- 3% of staffSEP 2026 · Scope of the reported event, not net job losses.
- Cash flow / profitability
- $1.130bn operating cash flowFY2026 · Not a shareholder payout.
Two-year history · 8 quarters
Aug 2024–Jul 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 |
|---|---|---|---|---|---|---|
| 628 | -12.1 | 331.3 | 17 | — | — | |
| 647.9 | -7.7 | 179.4* | 15* | — | — | |
| 678 | -4.1 | 211.1* | 72.2* | — | — | |
| 719.2* | -17.6* | 250.6* | 60* | — | — | |
| 788.1 | -11.6 | 448.3 | 17.3 | — | — | |
| 815.8 | -34.3 | 204.1* | 17.8* | — | — | |
| 850.5 | -13.9 | 198* | 42.4* | — | — | |
| 898.2* | -3.4* | 279.3* | 199.8* | — | — |
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.
That AI replaced anyone. The filing describes reallocation of budget, and the hiring is in sales.
CEO pay derived from median × ratio; a year without a major equity grant.
Allocation evidence: Cash generated by operations, not cash returned to shareholders. A comparable payout total and change in employee pay remain unverified. 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 | $162,078 | $2.4m* | — | 15:1 |
* Estimated from median compensation × reported ratio.
CEO pay derived from median × ratio; a year without a major equity grant.