monday.com: Free Cash Flow, Margin Expansion, and Future Plans with CFO Eliran Glazer
In this episode of 'After Earnings', Katie Perry and Austin Hankwitz interview Eliran Glazer, CFO of monday.com. Founded in 2012, monday.com helps businesses create no-code workflow tools and went public in 2021. Eliran discusses balancing user types, AI integration, sustainable growth, managing headcount, their Super Bowl ad, and future cash flow plans. The conversation also covers IPO preparation, investor relations, and long-term growth strategies. $MNDY 00:00 START 00:54 Understanding Monday.com's Unique Business Model 01:51 The Story Behind Monday.com 04:03 Monday.com's Diverse Customer Base 08:21 AI Integration in Monday.com 11:53 Growth Strategies and Financial Discipline 20:14 Super Bowl Ad Experiment 22:06 Earnings Results and Future Plans 25:37 Exploring the Seed-Based Business Model 26:35 Future Pricing Models and AI Integration 27:33 Free Cash Flow and Margin Expansion 30:30 Investment Strategies and Market Expansion 31:46 Acquisition Plans and Complementary Technologies 35:23 Preparing for IPO and Financial Systems Overhaul 40:09 Transitioning to a Public Company 44:43 Final Thoughts and Reflections After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices