Inferra AI / Company / MDB
MongoDB
MDB · Information Technology
Last earnings Sep 1, 2026
Key results
Total revenuequarter
$591.4 million
Total Revenue of $591.4 million, up 24% year-over-year
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Growthquarter
up 24%
Total Revenue of $591.4 million, up 24% year-over-year
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
MongoDB Atlas revenuequarter
29%
MongoDB Atlas Revenue up 29% year-over-year 74% of
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Atlas revenueytd
29%
MongoDB delivered strong second quarter results across the board, highlighted by Atlas revenue growth accelerating to 29% and adding over 5,000 customers year-to-date, the highest ever in the first half of the year.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Second Quarter Fiscal 2026 Financial Highlights Revenue Total revenue was $591.4 million for the second quarter of fiscal 2026, an increase of 24% year-over-year.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Subscription revenuefull-year
$572.4 million
Subscription revenue was $572.4 million, an increase of 23% year-over-year, and services revenue was $19.0 million, an increase of 33% year-over-year.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Revenuefull-year
$19.0 million
Subscription revenue was $572.4 million, an increase of 23% year-over-year, and services revenue was $19.0 million, an increase of 33% year-over-year.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Gross marginfull-year
71%
Gross Profit Gross profit was $420.0 million for the second quarter of fiscal 2026, representing a 71% gross margin compared to 73% in the year-ago period.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Non-GAAP gross profit was $436.4 million, representing a 74% non-GAAP gross margin, compared to a non-GAAP gross margin of 75% in the year-ago period.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Non-GAAP net incomefull-year
$87.2 million
Non-GAAP net income was $87.2 million, or $1.00 per share, based on 87.1 million fully diluted weighted-average shares outstanding.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
AI analysis
Q2 FY2026 · reported Aug 26, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Aug 26, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Headline figures
| Metric | Q2 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | $591.4 million | — | — |
| Growth | up 24% | — | — |
| MongoDB Atlas revenue | 29% | — | — |
Guidance · company-stated
“per Share $0.76 to $0.79 $3.64 to $3.73”
Guidance stated in the release's Business Outlook table for the second quarter; no direction stated — figures as stated in the table.
Margin
Capital allocation
MongoDB used $0.5 million of cash in capital expenditures and used $1.7 million of cash in principal payments of finance leases, leading to free cash flow of $69.9 million, compared to negative free cash flow of $4.0 million in the year-ago period.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -0.7% computed from stated figures
Company-stated claims
Forward-looking · expansion rate, which in the fourth quarter was 121% · arr_recurring
“Our ability to expand within existing customers is demonstrated by our net annualized recurring revenue ( ARR ) expansion rate, which in the fourth quarter was 121%.”
10-K · Mar 11, 2026Event summary
MongoDB delivered strong second quarter results across the board, highlighted by Atlas revenue growth accelerating to 29% and adding over 5,000 customers year-to-date, the highest ever in the first half of the year
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Revenue: “Revenue $587.0 million to $592.0 million $2.34 billion”
Net Income: “Net Income per Share $0.76 to $0.79 $3.64 to $3.73”
Revenue (“the second quarter”)
“Revenue $587.0 million to $592.0 million $2.34 billion”
Net Income (“the second quarter”)
“Net Income per Share $0.76 to $0.79 $3.64 to $3.73”
Guidance stated in the release's Business Outlook table for the second quarter; no direction stated — figures as stated in the table.
Capital allocation
MongoDB used $0.5 million of cash in capital expenditures and used $1.7 million of cash in principal payments of finance leases, leading to free cash flow of $69.9 million, compared to negative free cash flow of $4.0 million in the year-ago period.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
The Company excludes these expenses because they are not reflective of ordinary course ongoing business and operating results and in the case of non-GAAP net income and non-GAAP net income per share, amortization of the debt issuance costs associated with our convertible senior notes and gains or losses on our financial instruments additionally, non-GAAP net income and non-GAAP net income per share are adjusted for an assumed provision for income taxes based on an estimated long-term non-GAAP tax rate.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Free cash flow represents net cash from used in operating activities, less capital expenditures, principal payments of finance lease liabilities and capitalized software development costs, if any.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
The exclusion of capital expenditures, principal payments of finance lease liabilities and amounts capitalized for software development facilitates comparisons of MongoDB s liquidity on a period-to-period basis and excludes items that it does not consider to be indicative of its liquidity.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Such estimates include, but are not limited to, revenue recognition, allowances for doubtful accounts, the period of benefit for deferred contract acquisition costs, the incremental borrowing rate related to the Company s lease liabilities, stock-based compensation, legal contingencies, fair value of acquired intangible assets and goodwill, useful lives and carrying values of intangible assets and property and equipment, fair value of non-marketable securities and accounting for income taxes.
SEC original ↗MongoDB — 10-Q Quarterly report10-QSep 1, 2026
Upon the retirement of treasury stock, the excess of repurchase price over par value is recorded to additional paid-in capital to the extent available, with any remaining excess charged to retained earnings on the Company s condensed consolidated balance sheets.
SEC original ↗MongoDB — 10-Q Quarterly report10-QSep 1, 2026
Strategy & priorities
This includes the launch of several new Voyage AI models including voyage-context-3 and rerank-2.5 the expansion of MongoDB s partnerships with major AI providers including LangChain, and the addition of new members to MongoDB s AI partner ecosystem including Temporal and Galileo.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
MongoDB is deepening its public sector support through its Run Anywhere strategy, delivering secure, scalable data solutions across cloud and on-prem environments.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Although we believe that our plans, intentions, expectations, strategies and prospects as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations or strategies will be attained or achieved.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
MongoDB believes that free cash flow is a measure of liquidity that provides useful information to investors in understanding and evaluating the strength of its liquidity and future ability to generate cash that can be used for strategic opportunities or investing in its business in the same manner as MongoDB s management and board of directors.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Risks & headwinds
These and other risks and uncertainties are more fully described in our filings with the Securities and Exchange Commission ( SEC ), including under the caption Risk Factors in our Quarterly Report on Form 10-Q for the quarter ended April 30, 2025, filed with the SEC on June 4, 2025.
SEC original ↗MongoDB — Earnings release (8-K exhibit)EX-99Aug 26, 2025
Legal Proceedings 34 Item 1A.
SEC original ↗MongoDB — 10-Q Quarterly report10-QSep 1, 2026
Business Combinations On May 8, 2026, the Company acquired the outstanding shares of Clarity Business Holdings, LLC ( Clarity ), a services firm specializing in providing support and professional services to support modernizing legacy systems, scaling cloud-native development, and solving complex data challenges for workloads within the U.
SEC original ↗MongoDB — 10-Q Quarterly report10-QSep 1, 2026
Legal Matters The Company investigates all claims, litigation and other legal matters as they arise.
SEC original ↗MongoDB — 10-Q Quarterly report10-QSep 1, 2026
From time to time, the Company has become involved in claims, litigation and other legal matters arising in the ordinary course of business, including intellectual property, labor and employment and breach of contract claims.
SEC original ↗MongoDB — 10-Q Quarterly report10-QSep 1, 2026
For example, on July 9, 2024, a putative class action lawsuit, captioned Baxter v.
SEC original ↗MongoDB — 10-Q Quarterly report10-QSep 1, 2026
Earnings deck slides
0 decks with slide viewMongoDB — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
61 documents- Q3 2026
- 8-KMDB
Oct 15, 2026
- Q2 2026
- 8-KMDB
Sep 29, 2026
- 8-KMDB
Sep 28, 2026
- 10-QMDB
Sep 1, 2026
- 8-KMDB
Sep 1, 2026
- 8-KMDB
Jul 6, 2026
- Q1 2026
- 10-QMDB
May 29, 2026
- 8-KMDB
May 28, 2026
- Q4 2025
- 10-KMDB
Mar 11, 2026
- 8-KMDB
Mar 2, 2026
- Q3 2025
- 10-QMDB
Dec 2, 2025
- 8-K/AMDB
Dec 2, 2025
- 8-KMDB
Dec 1, 2025
- 8-KMDB
Nov 3, 2025
- EX-99MDB
Nov 3, 2025
- Q2 2025
- 8-KMDB
Sep 17, 2025
- 10-QMDB
Aug 27, 2025
- 8-KMDB
Aug 26, 2025
- 8-KMDB
Jul 3, 2025
- Q1 2025
- 10-QMDB
Jun 4, 2025
- 8-KMDB
Jun 4, 2025
- 8-KMDB
Apr 28, 2025
- 8-KMDB
Apr 21, 2025
- Q4 2024
- 10-KMDB
Mar 21, 2025
- 8-KMDB
Mar 5, 2025
- 8-KMDB
Feb 24, 2025
- 8-KMDB
Feb 6, 2025
- Q3 2024
- 8-KMDB
Dec 20, 2024
- 10-QMDB
Dec 10, 2024
- 8-KMDB
Dec 9, 2024
- 8-KMDB
Nov 20, 2024
- 8-KMDB
Oct 16, 2024
- Q2 2024
- 10-QMDB
Aug 30, 2024
- 8-KMDB
Aug 29, 2024
- Q1 2024
- 8-KMDB
Jun 28, 2024
- 10-QMDB
May 31, 2024
- 8-KMDB
May 30, 2024
- Q4 2023
- 10-KMDB
Mar 15, 2024
- 8-KMDB
Mar 7, 2024
- Q3 2023
- 10-QMDB
Dec 7, 2023
- 8-KMDB
Dec 5, 2023
- Q2 2023
- 10-QMDB
Sep 1, 2023
- 8-KMDB
Aug 31, 2023
- Q1 2023
- 8-KMDB
Jun 30, 2023
- 8-KMDB
Jun 28, 2023
- 10-QMDB
Jun 2, 2023
- 8-KMDB
Jun 1, 2023
- Q4 2022
- 10-KMDB
Mar 17, 2023
- 8-KMDB
Mar 8, 2023
- Q3 2022
- 10-QMDB
Dec 8, 2022
- 8-KMDB
Dec 6, 2022
- Q2 2022
- 10-QMDB
Sep 2, 2022
- 8-KMDB
Aug 31, 2022
- 8-KMDB
Jul 1, 2022
- Q1 2022
- 10-QMDB
Jun 3, 2022
- 8-KMDB
Jun 1, 2022
- Q4 2021
- 10-KMDB
Mar 18, 2022
- 8-KMDB
Mar 8, 2022
- Q3 2021
- 10-QMDB
Dec 8, 2021
- 8-KMDB
Dec 6, 2021
- 8-KMDB
Oct 1, 2021
Earnings releases
23 documents- Q2 2026
- EX-99MDB
Sep 29, 2026
- EX-99MDB
Sep 28, 2026
- EX-99MDB
Sep 1, 2026
- Q1 2026
- EX-99MDB
May 28, 2026
- Q4 2025
- EX-99MDB
Mar 2, 2026
- Q3 2025
- EX-99MDB
Dec 2, 2025
- EX-99MDB
Dec 1, 2025
- Q2 2025
- EX-99MDB
Aug 26, 2025
- Q1 2025
- EX-99MDB
Jun 4, 2025
- Q4 2024
- EX-99MDB
Mar 5, 2025
- Q3 2024
- EX-99MDB
Dec 9, 2024
- Q2 2024
- EX-99MDB
Aug 29, 2024
- Q1 2024
- EX-99MDB
May 30, 2024
- Q4 2023
- EX-99MDB
Mar 7, 2024
- Q3 2023
- EX-99MDB
Dec 5, 2023
- Q2 2023
- EX-99MDB
Aug 31, 2023
- Q1 2023
- EX-99MDB
Jun 1, 2023
- Q4 2022
- EX-99MDB
Mar 8, 2023
- Q3 2022
- EX-99MDB
Dec 6, 2022
- Q2 2022
- EX-99MDB
Aug 31, 2022
- Q1 2022
- EX-99MDB
Jun 1, 2022
- Q4 2021
- EX-99MDB
Mar 8, 2022
- Q3 2021
- EX-99MDB
Dec 6, 2021
Presentations
1 document- Q2 2025
- MDBDeck
Transcripts
0 documentsNo transcripts for MongoDB are held in this edition of the library.
Mentioned by
7 companiesOther tracked companies whose held documents mention MongoDB by name or ticker. A mention is counted once per document, from the document text the library holds.
“as Agent Engine delivers Builders the critical capabilities to get agents into production MONGODB HYPERSCALERS MODEL PROVIDERS ANALYTICS PLATFORMS Multi-LLM Native Memory & Context Run Anywhere Agent & Tool Isolation… …integration-related expenses, l”
“…advances AI-native capabilities, and noted that MongoDB is investing heavily in AI research and strategic acquisitions to ensure its innovations consistently meet the evolving needs of AI. 2 Third Quarter Fis”
“used to compute net loss… … $37.4 million of cash from operations in the year-ago period. MongoDB used $1.7 million of cash in capital expenditures and used $1.7 million of cash in principal payments of finance leases, leading to free cash flow of… …”
“AP net income was $112.3… …$109.9 million of cash from operations in the year-ago period. MongoDB used $2.3 million of cash in capital expenditures and used $1.8 million of cash in principal payments of finance leases, leading to free cash flow of… …”
“ to compute net loss per… … $37.4 million of cash from operations in the year-ago period. MongoDB used $1.7 million of cash in capital expenditures and used $1.7 million of cash in principal payments of finance leases, leading to free cash flow of… …”
“d, Hugging Face, Intel Foundry, Lenovo, Marvell, MediaTek, Meta, Micron, Microsoft Azure, MongoDB, NVIDIA, NXP, Open AI (OAI), Open… …Engineer, Amazon Broadcom “As Broadcom builds the world's most capable XPU and networking solutions for hyperscalers”
Regeneron Pharmaceuticals (REGN)
“ Weighted-average shares… … $50.5 million of cash from operations in the year-ago period. MongoDB used $1.1 million of cash in capital expenditures and used $1.7 million of cash in principal payments of finance leases, leading to free cash flow of… …”
See also the earnings calendar for every tracked company’s next earnings date.