MongoDB, Inc. (MDB) Earnings History
MongoDB, Inc. - Q4 FY2026 Earnings
EXECUTIVE SUMMARY
MongoDB delivered strong fourth quarter results with significant year-over-year revenue growth, driven by go-to-market execution and broad-based demand across its product lines. The company also demonstrated impressive operating margin expansion, achieving a 'rule of 40' performance, indicating a balance between growth and profitability.
POSITIVE HIGHLIGHTS
- •
Total revenue increased 27% year-over-year to $695.1 million in Q4 FY2026.
positive - •
Full year fiscal 2026 revenue grew 23% year-over-year to $2.46 billion.
positive - •
Atlas revenue increased 29% year-over-year in Q4 FY2026 and for the full year.
positive - •
Income from operations turned positive at $0.3 million in Q4 FY2026, compared to a loss of $18.6 million in the prior year period.
positive - •
Non-GAAP income from operations significantly increased to $158.8 million in Q4 FY2026 from $112.5 million in the prior year.
positive - •
Free cash flow generation improved substantially to $176.7 million in Q4 FY2026, up from $22.9 million in the prior year.
positive
CONCERNS & RISKS
- •
GAAP net income decreased to $15.5 million in Q4 FY2026 from $15.8 million in the prior year period, despite revenue growth.
attention - •
GAAP loss from operations for the full year FY2026 was $137.0 million, compared to a loss of $216.1 million in FY2025, indicating continued operating losses on a GAAP basis.
negative - •
GAAP net loss for the full year FY2026 was $71.2 million, compared to a net loss of $129.1 million in FY2025.
negative - •
Guidance for Q1 FY2027 shows expected GAAP loss from operations between $48.0 million and $44.0 million, and GAAP net loss per share between $0.34 and $0.29.
negative - •
Guidance for Full Year FY2027 shows expected GAAP loss from operations between $117.0 million and $97.0 million, and GAAP net loss per share between $0.73 and $0.49.
negative
FINANCIAL METRICS
MARGIN ANALYSIS
Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
REVENUE BY SEGMENT — Q4 FY2026 2026
VISUAL OVERVIEW
DETAILED BREAKDOWN
| Segment | Current | Prior Yr | YoY | % Total |
|---|---|---|---|---|
Atlas-related | N/A | — | — | — |
Other subscription | N/A | — | — | — |
Services | N/A | — | — | — |
| Total Revenue | $0.00M | — | — | 100.0% |
Segment performance shows business unit health and growth drivers.
MANAGEMENT GUIDANCE
FY2027
Q1 FY2027
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
MANAGEMENT COMMENTARY
Delivered strong fourth quarter results driven by continued go-to-market execution and broad-based demand.
Significantly outperformed on operating margin, achieving a rule of 40 performance, demonstrating durable revenue growth while simultaneously expanding margin.
Customers are excited about the strength of the MongoDB platform, innovations, and future delivery, particularly for AI, digital natives, and large enterprises seeking resiliency.
Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.
OPERATIONAL METRICS
Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.