MongoDB Inc - Class A
Q4 2026 Earnings
Market Reaction
S&P 500 over the same 30 days: −3.60%.
Did MDB Beat Earnings? Q4 2026 Results
MongoDB closed out fiscal 2026 on a high note, posting Q4 earnings per share of $1.65 against a consensus estimate of $1.47 — a 12.24% beat — while revenue of $695.07 million topped the $669.43 million consensus by 3.83% and grew 26.8% year over year. <a href="https://247wallst.com/investing/2026/03/02/live-will-mongodb-beat-earnings-after-the-bell-tonight/">investors watching closely</a> saw the quarter's strength anchored in Atlas, the company's cloud-hosted database platform, which generated $502.60 million in Q4 revenue — up 29% year over year — and now accounts for roughly 79% of subscription revenue as enterprise cloud migration accelerates. MongoDB also reached rule-of-40 performance for the first time, with non-GAAP operating margin expanding to 23% from 21% a year ago, and free cash flow surging to $176.73 million from just $22.91 million in Q4 FY2025. Some observers have flagged that faster adoption of vector search and AI embedding features remains a priority for sustaining momentum. Looking ahead, MongoDB guided full-year FY2027 revenue of $2.86 billion to $2.90 billion, representing approximately 16–18% growth, with non-GAAP EPS of $5.75 to $5.93.
- Broad-based demand across product lines as customers deploy additional elements of the MongoDB platform
- Atlas revenue growth of 29% year-over-year driven by cloud adoption
- Continued go-to-market execution
- Rule of 40 performance achieved with revenue growth and margin expansion
- Customer base expansion to over 65,200 total customers with 2,700 added in Q4
“We delivered strong fourth quarter results driven by our continued go-to-market execution and the broad-based demand we are seeing across our product lines, as customers deploy additional elements of the MongoDB platform. At the same time, we significantly outperformed on operating margin, achieving a rule of 40 performance and demonstrating we can drive durable revenue growth while simultaneously expanding margin.”
MongoDB CEO, on the earnings call
Forward Guidance & Outlook
For Q1 FY2027, MongoDB expects revenue of $659 million to $664 million, GAAP operating loss of $(48.0) million to $(44.0) million, non-GAAP operating income of $105.0 million to $109.0 million, and non-GAAP EPS of $1.15 to $1.19. For full-year FY2027, the company expects revenue of $2.860 billion to $2.900 billion, GAAP operating loss of $(117.0) million to $(97.0) million, non-GAAP operating income of $545.0 million to $565.0 million, and non-GAAP EPS of $5.75 to $5.93.
MDB YoY Financials
MDB Revenue by Segment
MDB Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.