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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看到高價值客戶激增,推動了可觀的第一季度收益
Benzinga ·  05/15 21:19

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(納斯達克股票代碼:MNDY)報告稱,2024財年第一季度收入同比增長34%,至2.169億美元,超過了分析師共識估計的2.104億美元。

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.

這家項目管理軟件公司調整後的每股收益爲0.61美元,超過了分析師共識估計的0.40美元。業績公佈後,股價上漲。

The net dollar retention rate was 110%, with the net dollar retention rate for customers with more than ten users being 114%.

淨美元留存率爲110%,擁有十名以上用戶的客戶的淨美元留存率爲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.

年經常性收入(ARR)超過5萬美元的付費客戶數量同比增長48%,達到2491人。調整後的營業利潤率爲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從經營活動中產生的淨現金爲9,196萬美元,自由現金流爲8,989萬美元,而去年同期分別爲4,273萬美元和3,868萬美元。截至3月底,MNDY持有12.2億美元的現金及等價物。

"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聯合創始人兼聯合首席執行官羅伊·曼恩和埃蘭·津曼表示:“我們第一季度的業績標誌着今年的開局非同尋常,市場各端對我們產品的需求都很強勁。”

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預計第二季度收入爲2.26億美元至2.3億美元(而市場普遍預期爲2.251億美元),調整後的營業利潤率爲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預計,2024年的收入預期爲9.42億美元至9.48億美元(之前爲9.26億美元至9.32億美元),而市場普遍預期爲9.3528億美元,調整後的營業利潤率爲8%至9%(之前爲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).

在過去的12個月中,Monday.com的股票上漲了19%以上。投資者可以通過SPDR標普Kensho新經濟綜合ETF(紐約證券交易所代碼:KOMP)和iShares Core MSCI道達爾國際股票ETF(納斯達克股票代碼:IXUS)獲得股票敞口。

Price Action: MNDY shares are trading higher by 19.9% at $217.96 premarket at the last check Wednesday.

價格走勢:在週三的最後一次盤前檢查中,MNDY股價上漲19.9%,至217.96美元。

譯文內容由第三人軟體翻譯。


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