ADBE vs MNDY

Adobe reported record Q1 FY2026 results driven in part by AI-related momentum: management highlighted that AI-first ARR more than tripled year-over-year and emphasized accelerating AI-powered capabilities across creativity, productivity and customer experience orchestration. Financials: total revenue $6.40B (+12% YoY), non-GAAP operating income $3.04B, non-GAAP net income $2.49B, operating cash flow $2.96B. Company provided Q2 revenue guidance of $6.43B–$6.48B and EPS guidance (GAAP $4.35–$4.40; Non-GAAP $5.80–$5.85) and reaffirmed FY2026 targets. The release contains strong AI positioning but does not disclose specific AI product names, primitives, developer tooling, or external AI partnerships.

monday.com positions itself as an "AI work platform" and announced a unified AI platform with four named AI offerings: monday sidekick, monday vibe, monday agents, and monday workflows. Management highlights strong adoption of AI products (notably monday vibe, which surpassed $1M ARR ~2.5 months after pricing launch) alongside solid financial performance: Q4 revenue $333.9M (+25% YoY), FY25 revenue $1,232.0M (+27% YoY), non-GAAP operating income of $41.9M in Q4, GAAP net income $76.7M in Q4, and adjusted free cash flow $56.7M in Q4. Guidance for Q1 FY2026 revenue is $338M–$340M and FY2026 revenue $1,452M–$1,462M; management calls out FX headwinds but emphasizes continued upmarket momentum and product-driven monetization.