Monday.com layoffs 2026

The leadership read

Monday.com has committed itself to a revenue architecture it cannot easily reverse. The shift from per-seat to AI-credit consumption is not a pricing experiment; it is a structural change to how the company recognizes revenue and how customers budget for the platform. That creates real internal pressure: the product, finance, and customer-success functions now have to operate against consumption curves rather than headcount counts, which demands different instrumentation, different renewal conversations, and different ways of demonstrating value to procurement teams trained on static software spend. The workforce reduction is the visible part; the harder consequence is building the operational muscle to support a variable-cost model at enterprise scale without the personnel who built the original one. This is one of twelve layoff signals we have tracked in the last 90 days, and the AI-refocus framing appears repeatedly across them. Recent comparable activity includes Salesforce's fourth workforce reduction in under a year, explicitly tied to AI optimization, and E.W. Scripps cutting 12% while announcing an "AI-powered" restructuring. The 78% figure cited by Layoffs.fyi, companies attributing reductions to AI refocus, is consistent with what this signal set shows: the framing has become a market-wide pattern, not a company-specific narrative. Across enterprise SaaS companies executing this kind of model transition, the pattern keeps surfacing demand in a specific cluster of functional areas: product leadership at the seam between consumption-based pricing and agent workflow design, commercial leadership capable of retraining enterprise sales and customer-success motions around ROI-of-automation rather than seat utilization, and data and analytics capability to instrument credit consumption in ways that make renewal conversations defensible. The market is moving toward operators who can run a hybrid pricing motion at scale before the category stabilizes around it.