๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $1.90 (Est. $1.61) โ
โข Revenue: $771.8M (Est. $734.4M) โ , +30% YoY.
โข Subscription Revenue: $747.1M, +31% YoY.
โข Atlas Revenue: +29% YoY.
โข Adj. Operating Income: $185.9M, vs. $86.8M YoY.
โข Free Cash Flow: $137.6M, vs. $69.9M YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 FY2027 Revenue: $756Mโ$761M (Est. $744.25M) โ
โข Q3 FY2027 Adj. EPS: $1.57โ$1.61 (Est. $1.51) โ
โข FY2027 Revenue: $2.99Bโ$3.03B (Est. $2.96B) โ , raised.
โข FY2027 Adj. EPS: $6.39โ$6.58 (Est. $6.13) โ
โข FY2027 Adj. Operating Income: $616.3Mโ$636.3M.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue growth accelerated to 30% YoY, its highest growth rate in several years, with both revenue and Adj. EPS beating consensus.
โข Atlas revenue grew approximately 29%, while Enterprise Advanced & other revenue increased approximately 36% YoY.
โข RPO surged 91% YoY to $1.52B, while cRPO increased 73% to $797.3M.
โข Adj. operating margin expanded to 24% from 15% a year ago, while free cash flow nearly doubled to $137.6M.
โข MongoDB raised its FY2027 outlook, with the second-half increase mainly driven by Atlas.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โWe delivered strong second quarter results, highlighted by 30% year-over-year revenue growthโthe highest level of growth in several yearsโand continued strong profitability.โ
