Eliran Glazer on headcount
From $MNDY Monday.com Q1 2026 Earnings Conference Call · · EARNMOAR
“For the remainder of fiscal year 2026, we expect headcount to stay largely flat, reflecting the productivity gains AI is already delivering across our organization.”
On , Eliran Glazer, CFO at monday.com, spoke about headcount during $MNDY Monday.com Q1 2026 Earnings Conference Call on EARNMOAR.
About Eliran Glazer
Eliran Glazer, CFO of monday.com, stated on the company’s Q4 2025 earnings call that the company expects fiscal year 2026 revenue of $1.452 billion to $1.462 billion, representing 18% to 19% year-over-year growth, and non-GAAP operating income of $165 million to $175 million. He attributed the lower near-term outlook to macroeconomic noise and choppiness in the no-touch demand environment, while maintaining that the company’s long-term fundamentals remain unchanged. Glazer also noted that the company expects net dollar retention to remain stable at 110% in fiscal year 2026 and forecast adjusted free cash flow of $275 million to $290 million, citing a negative foreign exchange impact from a strong Israeli shekel, increased investment in AI and sales-led growth, and a lower interest rate environment. In prior appearances, Glazer discussed the company’s approach to AI monetization, stating that AI capabilities are embedded in the platform and that customers prefer predictable per-user pricing for most features, while more compute-intensive workloads are charged through credits. He also emphasized the importance of long-term financial planning, scenario modeling, and building authentic relationships with investors. Glazer noted that the company is considering small, complementary acquisitions in the next 12 to 24 months and that it remains focused on sustainable growth and margin expansion.