{ "docId": "019de514-a067-7012-a833-c53375269816", "docSlug": "c1e4f4cc4cd6ae1e39404270c42a8bbf", "documentTitle": "monday.com | Investor Presentation Deck | 36 slides", "authorId": "monday-com", "authorName": "monday.com", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-11-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 3, "pageCount": 36, "prevPage": 2, "nextPage": 4, "slideType": "traction", "function": "show_traction", "density": "overcrowded", "nDataPoints": 12, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de514-a067-7012-a833-c53375269816/3", "deckHref": "/decks/019de514-a067-7012-a833-c53375269816", "deckJsonHref": "/decks/019de514-a067-7012-a833-c53375269816.json", "deckAnchorHref": "/decks/019de514-a067-7012-a833-c53375269816#slide-3", "components": [ { "bbox": { "h": 0.02, "w": 0.205, "x": 0.57, "y": 0.07 }, "kind": "callout", "text": "Strong revenue growth", "attrs": {}, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1648bdff-ca6d-43cb-9e35-44c1c1aa7f32", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.63, "w": 0.37, "x": 0.57, "y": 0.23 }, "kind": "chart", "text": "Q3-19 $84, Q3-20 $170, Q3-21 $332, Q3-22 $548", "attrs": { "x_axis_labels": [ "Q3-19", "Q3-20", "Q3-21", "Q3-22" ], "y_axis_labels": [ "$84", "$170", "$332", "$548" ] }, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ee47eb5c-fa4d-4eed-ba43-4183f4d8720a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.028, "y": 0.257 }, "kind": "metric", "text": "$136.9M", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "033e5031-a5e0-40a8-b169-f804b33a0f78", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.108, "x": 0.293, "y": 0.437 }, "kind": "metric", "text": ">135%", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "53d0447d-c350-4a02-a470-0cb0a925e2d9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.088, "x": 0.028, "y": 0.437 }, "kind": "metric", "text": "116%", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6d8ae45b-b61b-4848-9f9b-dc2b6d3155d8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.293, "y": 0.69 }, "kind": "metric", "text": "$14.0M", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c01e2afd-af67-4665-93b0-f9a3b6062e3a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.293, "y": 0.257 }, "kind": "metric", "text": "65%", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d463f5a3-9256-4b84-a155-e2cc42fa0a44", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.028, "y": 0.69 }, "kind": "metric", "text": "89%", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d6555a39-0f2c-4d7f-8260-f1d0c3672066", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.32, "x": 0.57, "y": 0.098 }, "kind": "paragraph", "text": "Quarterly Revenue Run Rate (GAAP Revenue X 4)", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "08037e93-9494-4214-a0ac-c31e0558f385", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.23, "x": 0.028, "y": 0.499 }, "kind": "paragraph", "text": "YoY increase in customers with $50K ARR** 1,323 customers, up from 613 in Q3-21***", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "261e01bc-e60e-4347-ad85-531c2c6ed702", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.066, "x": 0.028, "y": 0.32 }, "kind": "paragraph", "text": "Revenue", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3eb160f6-ca5e-4bf5-8a49-35c8558b04b9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.118, "x": 0.293, "y": 0.32 }, "kind": "paragraph", "text": "YoY revenue growth", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3f439c53-e555-46cf-9a37-9648390ba340", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.035, "w": 0.19, "x": 0.293, "y": 0.753 }, "kind": "paragraph", "text": "Adjusted free cash flow* represents 10% of revenue", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b85b8b0d-a471-446d-bcd4-6f298644252c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.018, "w": 0.09, "x": 0.028, "y": 0.753 }, "kind": "paragraph", "text": "Gross margin*", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cd10a01b-d0e6-479f-b7c9-2e327b1a720b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.035, "w": 0.19, "x": 0.293, "y": 0.499 }, "kind": "paragraph", "text": "Net dollar retention rate of customers with 10+ users**", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d170bf7e-f69f-45f3-a61e-eecc1d653a07", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.29, "x": 0.028, "y": 0.89 }, "kind": "source-note", "text": "* Non-GAAP financial measures, see Appendix.\n** For definitions of ARR and Net dollar retention rate, see Appendix.\n*** As of the end of each quarter.", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "96801e0f-5465-4a0b-9e7d-1b14f3bcce8c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.37, "x": 0.57, "y": 0.89 }, "kind": "source-note", "text": "~100% of our revenue is generated from subscriptions GAAP revenue was $78M, $161M and $308M for FY 2019, 2020 and 2021, respectively.", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e3a937b5-b11f-4839-93c2-9d8681b3fe88", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.11, "w": 0.48, "x": 0.028, "y": 0.06 }, "kind": "title", "text": "Our success by the numbers - Q3-22 Financial Highlights", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3558a3c4-5841-4664-b31f-28d215303a73", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "from": 3, "beatId": "2bc05a37-5ba0-4717-9025-a8205f90de1b", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Traction", "beatSlug": null, "evidence": "Financial highlights and customer traction are shown", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }