MongoDB, Inc. Announces Fourth Quarter Fiscal 2026 Financial Results MongoDB, Inc. (NASDAQ: MDB) reported its financial results for the fourth quarter ended January 31, 2026, highlighting strong revenue growth and operational improvements. Total revenue for the quarter reached $695.1 million, a 27% increase compared to the same period in the previous year. Subscription revenue grew by 27% year-over-year to $673.1 million, while services revenue rose 26% to $22.0 million. Full-year fiscal 2026 revenue totaled $2.46 billion, up 23% from the prior year. Atlas revenue, MongoDB’s cloud database platform, saw a 29% year-over-year increase in both the fourth quarter and the full year. The company also added 2,700 new customers, bringing its total customer base to over 65,200 as of January 31, 2026. CEO CJ Desai emphasized the company’s ability to drive revenue growth while improving margins, noting that MongoDB achieved a "rule of 40" performance, which balances revenue growth and operating margin expansion. Gross profit for the quarter was $507.7 million, maintaining a 73% gross margin, while non-GAAP gross profit reached $524.7 million, or 75% of revenue. Income from operations improved significantly, rising to $0.3 million from a $18.6 million loss in the same period the previous year. Non-GAAP income from operations grew to $158.8 million, up from $112.5 million. Net income for the quarter was $15.5 million, or $0.18 per share, compared to $15.8 million, or $0.19 per share, in the prior-year period. Non-GAAP net income reached $142.7 million, or $1.65 per share, up from $108.4 million, or $1.28 per share, in the year-ago quarter. MongoDB’s cash reserves totaled $2.4 billion as of January 31, 2026, with $179.6 million in cash generated from operations during the quarter, compared to $50.5 million in the prior year.#aws #mongodb_inc #cj_desai #mongodb_local_san_francisco #voyage_ai
MongoDB Crashes Amid Mixed Guidance and Executive Shakeup MongoDB, Inc. (MDB) shares plummeted over 20% in extended trading on Monday following the company’s mixed forward guidance and a leadership reshuffle. The enterprise software firm reported stronger-than-expected revenue and adjusted earnings per share for the most recent quarter, yet its outlook for the next period raised concerns among investors. Despite exceeding analyst expectations for the quarter, MongoDB’s guidance for the upcoming fiscal year proved disappointing. The company projected adjusted earnings per share between $1.15 and $1.19, which fell short of Wall Street’s forecasts. This discrepancy, combined with a broader shift in leadership, triggered the sharp decline in stock price. The company’s performance in its cloud-based Atlas platform showed resilience. Atlas revenue rose 29% year-over-year, driven by increased adoption of the service. MongoDB also reported adding 2,700 new customers, bringing its total customer base to 65,200. These figures highlight the platform’s growth but did not fully offset investor concerns about the company’s long-term strategy and profitability. The stock’s sharp drop reflects market skepticism about MongoDB’s ability to maintain momentum amid evolving competition and shifting industry dynamics. Analysts are now closely monitoring the company’s ability to deliver consistent results and navigate challenges in the enterprise software sector.#enterprise_software #wall_street #mongodb_inc #atlas_platform #mongodb_executive_shakeup
MongoDB (MDB): The Data Foundation for the Agentic AI Era The enterprise software industry is experiencing a major transformation driven by the rise of "Agentic AI," a paradigm shift that emphasizes autonomous, intelligent applications. At the center of this evolution is MongoDB, Inc. (NASDAQ: MDB), a company that has evolved from a niche NoSQL database provider to a foundational "Modern Data Platform." As generative AI becomes increasingly central to technological innovation, MongoDB’s document-oriented architecture has emerged as a preferred choice for developers constructing next-generation AI systems. In the first quarter of 2026, MongoDB is positioned as a critical component of the global technology infrastructure. It has moved far beyond its early days as a "flexible alternative" to traditional relational databases like Oracle or Microsoft SQL Server. Today, MongoDB is marketed as the "Modernization Platform" (AMP), a central hub for enterprises seeking to transition legacy systems to the cloud while integrating advanced AI capabilities. This shift reflects the growing demand for scalable, cloud-native solutions that can support the computational needs of AI-driven applications. The company is currently in the spotlight due to a significant leadership change in late 2025 and the emergence of the "Open DocumentDB" standard, which has been backed by its major cloud competitors. As organizations strive to balance AI innovation with cost control, MongoDB’s consumption-based business model and its specialized Vector Search capabilities have positioned it as a key indicator of the broader health of the software-as-a-service (SaaS) sector. MongoDB’s journey began on February 28, 2007, when Dwight Merriman, Eliot Horowitz, and Kevin Ryan—former DoubleClick employees—founded 10gen.#mongodb_inc #dev_ittycheria #cj_desai #open_documentdb #atlas_vector_search
MongoDB Q4 26 Earnings Conference Call At 5:00 PM ET MongoDB Inc. (MDB) will host a conference call at 5:00 PM ET on March 2, 2026, to discuss its Q4 26 earnings results. The company will provide an overview of its financial performance for the quarter, including revenue, operating expenses, and other key metrics. Investors and analysts are expected to participate in the call to gain insights into MongoDB's business strategy and outlook for the future. To access the live webcast, visit the provided link: https://investors.mongodb.com/news-events/events. The event will offer real-time updates and allow participants to ask questions directly to the management team. This call is a critical opportunity for stakeholders to understand MongoDB's progress and challenges during the quarter. The earnings report is anticipated to highlight the company's performance in the cloud computing and database management sectors, which are central to its business model. MongoDB's ability to adapt to market trends and maintain growth will be a focal point of the discussion. Additionally, the call may address any changes in the company's financial guidance or strategic initiatives for the upcoming quarters. Participants should prepare for potential questions regarding MongoDB's market position, competitive landscape, and long-term goals. The results will likely influence investor sentiment and stock performance, making the conference call a significant event for the tech sector.#cloud_computing #mongodb_inc #q4_26 #conference_call #database_management
