MNDY vs WIX

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.

Wix positions Wix Harmony and Base44 as the focal AI products driving 2026 growth. Management highlights early strong conversion and monetization from Harmony and rapid Base44 ARR expansion ($100M ARR). Financially, Q4 2025 total revenue was $524.3M (+14% y/y), non-GAAP gross margin 68%, non-GAAP operating income ~$81.2M, non-GAAP net income $111.3M and Q4 free cash flow $155.6M. Outlook frames 2026 revenue and bookings growth in the mid-teens and FCF margin target in the low- to mid-20% range, while noting tradeoffs from high-impact investments to scale Base44. Durable Capital led a $250M equity investment; management signals aggressive share repurchases and continued investment in category-defining AI products.