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Jan 31
MongoDB Q4 2026 Earnings Report
MongoDB Q4 2026 Earnings Report
Key Takeaways
MongoDB delivered a strong fourth quarter with 27% revenue growth and achieved a 'Rule of 40' performance, demonstrating durable growth alongside significant operating margin expansion. The company saw broad-based demand for its platform, particularly in AI-related workloads and Atlas adoption.
Total revenue grew 27% year-over-year to $695.1 million, driven by strong subscription growth.
Atlas revenue increased 29% year-over-year, now representing approximately 72% of total revenue.
The company achieved GAAP profitability with an income from operations of $0.3 million compared to a loss in the prior year.
Customer base expanded to over 65,200 total customers, with 2,799 customers now generating over $100k in ARR.
Revenue by Segment
Forward Guidance
MongoDB provided guidance for Q1 and Full Year Fiscal 2027, projecting continued revenue growth but anticipating GAAP operating losses.
Positive Outlook
- Full year fiscal 2027 revenue expected to reach up to $2.9 billion.
- Non-GAAP income from operations for FY27 projected between $545 million and $565 million.
- Non-GAAP net income per share for FY27 expected between $5.75 and $5.93.
- Q1 FY27 revenue guidance of $659 million to $664 million.
- Expected non-GAAP operating income of $105 million to $109 million in Q1.
Challenges Ahead
- Anticipated GAAP loss from operations of $44 million to $48 million in Q1.
- Full year GAAP loss from operations projected between $97 million and $117 million.
- GAAP net loss per share for FY27 expected between $0.49 and $0.73.
- Q1 GAAP net loss per share expected between $0.29 and $0.34.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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