🔹 Adj. EPS: $1.28 (Est. $0.66) 🟢
🔹 Revenue: $548.4M (Est. $519.6M) 🟢; UP +20% YoY
🔹 Subscription Rev: $531M; UP +19% YoY
FY26 Guidance:
🔹 Adj. EPS: $2.44-$2.62 (Est. $3.34) 🔴
🔹 Revenue: $2.24B-$2.28B (Est. $2.325B) 🔴
Q1'26 Outlook:
🔹 Adj. EPS: $0.63-$0.67 (Est. $0.62) 🟢
🔹 Revenue: $524M-$529M (Est. $527.1M) 🟡
Q4 Performance:
🔹 MongoDB Atlas Revenue: UP +24% YoY; 71% of total revenue
🔹 Adj. Operating Income: $112.5M (vs. $69.2M YoY)
🔹 Adj. Net Income: $108.4M (vs. $71.1M YoY)
🔹 Free Cash Flow: $22.9M (vs. $50.5M YoY)
Strategic & Business Updates:
🔹 Acquired Voyage AI to integrate advanced AI-powered information retrieval
🔹 Stock Buyback Program: $200M to offset dilution from Voyage AI acquisition
🔹 Completed Redemption of 2026 Convertible Notes, eliminating all debt
🔹 Lombard Odier modernizing legacy banking tech on MongoDB with AI
🔹 Recognized as a Leader in 2024 Gartner Magic Quadrant for Cloud Databases
CEO Dev Ittycheria's Commentary:
🔸 "We delivered a strong end to FY25 with 24% Atlas revenue growth and significant margin expansion. Our Voyage AI acquisition strengthens MongoDB’s position in trustworthy AI-powered applications, enabling real-time data and advanced retrieval models for faster, more intelligent development."