Увольнения и ИИ-агенты подняли monday.com на 80% с апреля
Компания запустила платформу для голосовых ИИ-агентов, которая, по словам компании, позволяет этим агентам вести разговоры и заключать сделки по продажам.
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monday.com's stock surge reflects investor appetite for companies that pair cost-cutting with AI product launches. The voice-based AI agent platform targets a concrete revenue function closing sales deals rather than vague productivity gains. The real test is whether this tool actually converts at higher rates than human sales teams, and whether the layoffs that preceded the launch were a one-time restructuring or a signal of ongoing margin pressure.