Version Update | Why Public Markets Are Punishing Software Companies (Eran Zinman & Eliran Glazer)

Jeff Bezos' famous quote, "The stock is not the company, and the company is not the stock," has never been more relevant for the software sector. After years where SaaS companies were considered islands of stability and guaranteed growth, the AI revolution has injected market uncertainty that slashed valuations by tens of percent overnight for many companies.

In this episode of "Version Update", Darya Wertheim hosts Eran Zinman, Co-CEO of monday.com, and Eliran Glazer, the company's CFO, to discuss the dissonance between actual business performance and negative investor sentiment.

We dive into perspectives on the current crisis based on past market downturns—from the dot-com crash and the subprime crisis to the post-COVID correction and monday’s own stock drop from $400 to $70—and what we can learn from these cycles. We also cover why monday.com chose to initiate a share buyback program, how it affects value for both investors and employees, and how they navigate the public and private markets as they intersect during the AI revolution.

Note: This episode has been translated from Hebrew to English using AI voice technology. The Original episode first aired in March 2026. 

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