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monday.com Cut 20% of Its Staff, Kept Its Growth Forecast, and the Stock Went Up. That Math Changes How You Should Buy AI.

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AI Agent Teams

monday.com let go of about 630 people, told Wall Street to expect the same 19% to 20% growth, and raised its margin outlook. Investors nodded. If a vendor can promise identical revenue with a fifth fewer people, the per-seat model you rent from them is already repriced. The question left for buyers is whether you rent agent capability by the seat or own your agents outright.

Jeff Leggett··8 min read
monday.com Cut 20% of Its Staff, Kept Its Growth Forecast, and the Stock Went Up. That Math Changes How You Should Buy AI.

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