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.
Total revenue increased 27% year-over-year to $695.1 million in Q4 FY2026.
positiveFull year fiscal 2026 revenue grew 23% year-over-year to $2.46 billion.
positiveAtlas revenue increased 29% year-over-year in Q4 FY2026 and for the full year.
positiveIncome from operations turned positive at $0.3 million in Q4 FY2026, compared to a loss of $18.6 million in the prior year period.
positiveNon-GAAP income from operations significantly increased to $158.8 million in Q4 FY2026 from $112.5 million in the prior year.
positiveFree cash flow generation improved substantially to $176.7 million in Q4 FY2026, up from $22.9 million in the prior year.
positiveGAAP net income decreased to $15.5 million in Q4 FY2026 from $15.8 million in the prior year period, despite revenue growth.
attentionGAAP 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.
negativeGAAP net loss for the full year FY2026 was $71.2 million, compared to a net loss of $129.1 million in FY2025.
negativeGuidance 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.
negativeGuidance 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.
negativeMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| 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.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
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 provide insight into business drivers and customer engagement beyond traditional financial measures.