Technology

monday.com will report second-quarter 2026 results on August 10, 2026, via a conference call at 8:30 a.m. Eastern Time, following a Q2 revenue outlook of $354 million to $356 million issued alongside its Q1 report. The company's Q1 2026 results showed $351.3 million in revenue, 24% year-over-year growth, and a 6% GAAP operating margin, with enterprise customers above $500,000 in ARR growing 74%. The August 10 call will be the first opportunity to assess financial results since monday.com launched its AI Work Platform on May 6 and introduced a new seats-plus-credits pricing model, though no AI-specific revenue figures or adoption metrics were available ahead of the report.

Rapid7 enters its August 10 earnings release with Q1 Annual Recurring Revenue of $832 million, a 0.6% year-over-year decline, and company guidance projecting a further 2% ARR drop in Q2 to approximately $820 million. The release will be the first opportunity to assess whether customer count, which fell 0.5% year over year to 11,629 in Q1, and product-subscription revenue, which was nearly flat, have stabilized or continued contracting. Management has framed an AI-focused Security Operations Center strategy and expanded Managed Detection and Response as its growth path, but no adoption metrics, win-rate data, or AI-specific pricing changes have been disclosed in official filings.