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MongoDB Inc (MDB)
NASDAQ:MDB
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.66Last Year’s EPS
0.51Same Quarter Last Year
Strong Buy
Based on 32 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 05, 2025
|% Change Since: -28.96%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Neutral
MongoDB had a strong quarter with significant revenue growth and an increase in customer base, particularly in Atlas. However, challenges with non-Atlas revenue and a projected decline in operating margin due to strategic investments present concerns. The sentiment reflects a balanced outlook with both positive achievements and notable challenges.Company Guidance
In the Q4 Fiscal Year 2025 earnings call, MongoDB provided financial guidance, revealing a projected revenue range of $524 million to $529 million for Q1 and $2.24 billion to $2.28 billion for the full fiscal year 2026. The company anticipates a non-GAAP operating margin of around 10% for the year, a decline from the previous year's 15%, due to a $50 million headwind from multiyear license revenue and increased investments in R&D and marketing. Atlas, representing 71% of total revenue, grew 24% year-over-year, and MongoDB projects stable Atlas consumption growth for fiscal 2026. The company ended Q4 with over 54,500 customers, including 320 customers with over $1 million in ARR. MongoDB also announced a $200 million stock buyback to offset the dilutive impact of its $220 million Voyage AI acquisition, which is expected to modestly affect operating margins.Record Revenue and Growth
MongoDB generated revenue of $548.4 million in Q4, a 20% year-over-year increase, and crossed the $2 billion revenue mark for the full year, growing 19% year-over-year.
Atlas Revenue Growth
Atlas revenue grew 24% year-over-year, representing 71% of total revenue, and is expected to approach a $2 billion run rate in fiscal 2026.
Customer Growth
The customer base grew by approximately 1,900 sequentially, bringing the total count to over 54,500, with 320 customers having over $1 million in ARR, a 24% year-over-year increase.
Voyage AI Acquisition
MongoDB acquired Voyage AI for $220 million to enhance AI capabilities, particularly in embedding and reranking models, which are highly rated in the AI community.
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MDB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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MDB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 05, 2025 | $264.13 | $192.98 | -26.94% |
| Dec 09, 2024 | $350.13 | $290.90 | -16.92% |
| Aug 29, 2024 | $245.72 | $290.79 | +18.34% |
| May 30, 2024 | $310.00 | $236.06 | -23.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does MongoDB Inc (MDB) report earnings?
MongoDB Inc (MDB) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is MongoDB Inc (MDB) earnings time?
MongoDB Inc (MDB) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MDB EPS forecast?
MDB EPS forecast for the fiscal quarter 2026 (Q1) is 0.66.
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