MongoDB Inc. exceeds analysts' estimates of USD 0.66 with earnings per share of USD 1.00 in the first quarter. Revenue of USD 549 million exceeds expectations of USD 528.07 million.
Discussione su MDB
Messaggi
16small additional purchase
I have made the Posi full :)
believe in the future $MDB (+15,32%)
the stock will perform very well
MongoDB A
Couldn't resist and treated myself to the share $MDB (+15,32%)
it wouldn't go much lower :)
I'm very positive about the future
MongoDB Q4'25 Earnings Highlights:
🔹 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."
What are you watching this week?
- Monday: $GTLB (+1,1%) , $OKTA (+1,66%) .
- Tuesday: $CRWD (+0,18%) , $FLTR (-1,29%) , $ONON (-1%) , $TGT (-2,3%) , $SE-ED .
- Wednesday: $MDB (+15,32%) , $MRVL (+5,71%) , $VEEV (+0,1%) , $ZS (+0,71%) .
- Thursday: $AVGO (+1,3%) , $COST (-1,32%) , $HCP , $HPE (-3,01%) , $27C , $JD. (-1,52%)

$MDB (+15,32%)
MongoDB says expects to see sequential decline in non-Atlas revenue in Q4
Says in terms of Atlas consumption, expects to see a typical seasonal slowdown in Q4 driven by underlying application usage moderating during the holiday season. Says since Atlas consumption remained lower on a year-over-year basis in Q3, expects to see continued deceleration of Atlas year-over-year growth in Q4. Says expects to see a sequential decline in non-Atlas revenue in Q4, which is contrary to normal pattern. Says experienced a significant additional benefit from multi-year deals in Q3, which is not expected to recur in Q4.
Says reallocating a portion of go-to-market resources from the mid-market to the enterprise channel. Says expects to see significantly fewer mid-market direct sales customer net additions and as a result, slower direct sales customer growth going forward. Comments taken from Q4 earnings conference call.
MongoDB CFO Michael Gordon Resigns
$MDB (+15,32%) MongoDB Inc. reported earnings
Q3 FY2025 results ended on October 31st 2024
- Revenue: $529.4M, +22% YoY
- Net Loss: $9.8M vs $29.3M loss in Q3 2023
- Non-GAAP EPS: $1.16 vs $0.96 in Q3 2023
- Total customers reached 52,600+, continuing strong growth
CEO Dev Ittycheria: "MongoDB's third quarter results were significantly ahead of expectations on the top and bottom line, driven by better-than-expected EA performance and 26% Atlas revenue growth. We continue to see success winning new business due to the superiority of MongoDB's developer data platform."
🌱Revenue & Growth
- Subscription Revenue: $512.2M, +22% YoY
- Services Revenue: $17.2M, +18% YoY
- MongoDB Atlas Revenue: 68% of total revenue, +26% YoY
- Enterprise Advanced: 25% of subscription revenue
- Direct Sales: 88% of subscription revenue
💰Profits & Financials
- Gross Profit: $394.0M, 74% margin vs 75% YoY
- Non-GAAP Operating Income: $101.5M vs $78.5M YoY
- Operating Loss: $27.9M vs $45.2M loss YoY
- Free Cash Flow: $34.6M vs $35.0M YoY
- Cash & Investments: $2.3B
📌Business Highlights
- Released MongoDB 8.0 with 45+ architectural enhancements
- Named AWS Technology Partner of the Year for North America
- Obtained AWS Modernization Competency designation
- Launched MongoDB AI Applications Program (MAAP)
- Added new MAAP partners: Capgemini, Confluent, IBM, Unstructured, QuantumBlack
🔮Future Outlook
- Q4 Revenue: $515.0M-$519.0M
- Q4 Non-GAAP Income from Operations: $55.0M-$58.0M
- Q4 Non-GAAP EPS: $0.62-$0.65
- Full Year Revenue: $1.973B-$1.977B
- Full Year Non-GAAP Income from Operations: $241.8M-$244.8M
Do you think this is still a good ETF? A few years ago I bought Wisdom Cloud Computing ETF $WCLD (-0,11%)
It is an ETF where I have the most losses but I personally think it still has a future.
The ETF consists of:
Samsara Inc-Cl A 1.86% $IOT
Gitlab Inc-Cl A 1.86% $GTLB (+1,1%)
Box Inc - Class A 1.82% $BOX (+0,47%)
Zoominfo Technologies Inc-A 1.80% $ZTNO
Zoom Video Communications-A 1.79% $ZM (-0,35%)
Mongodb Inc 1.78% $MDB (+15,32%)
Veeva Systems Inc-Class A 1.75% $VEEV (+0,1%)
AvePoint Inc 1.71% $AVPT
Workday Inc 1.67% $WDAY (-0,7%)
Dropbox Inc-Class A 1.66% $DBX (-1,5%)
Remaining Portfolio 82.30%
I am curious about your opinion!

Titoli di tendenza
I migliori creatori della settimana