MongoDB Inc
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MongoDB Inc
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MongoDB Inc
MongoDB builds database software that helps companies store, organize, and search large amounts of data. Its core product is MongoDB, a database designed to handle data in a flexible, document-style format that is easier for developers to work with than a traditional fixed-table database. The company sells both cloud-hosted and self-managed versions of this software. Its main customers are software teams and businesses building websites, apps, and internal systems that need to move and change quickly. MongoDB makes money mostly by charging subscriptions for its cloud database service, Atlas, and for enterprise software and support. Atlas is the biggest entry point for many customers because it lets them run the database without managing the servers themselves. What makes MongoDB different is that it sits close to the application development process. Developers often choose it when they want to ship software faster and handle changing data more easily. That gives MongoDB a role as the database layer for modern application teams, rather than a general-purpose software vendor.
MongoDB builds database software that helps companies store, organize, and search large amounts of data. Its core product is MongoDB, a database designed to handle data in a flexible, document-style format that is easier for developers to work with than a traditional fixed-table database. The company sells both cloud-hosted and self-managed versions of this software.
Its main customers are software teams and businesses building websites, apps, and internal systems that need to move and change quickly. MongoDB makes money mostly by charging subscriptions for its cloud database service, Atlas, and for enterprise software and support. Atlas is the biggest entry point for many customers because it lets them run the database without managing the servers themselves.
What makes MongoDB different is that it sits close to the application development process. Developers often choose it when they want to ship software faster and handle changing data more easily. That gives MongoDB a role as the database layer for modern application teams, rather than a general-purpose software vendor.
Revenue: Total revenue was $695 million, up 27% year‑over‑year and roughly 4% above the high end of guidance.
Atlas strength: Atlas grew 29% YoY, crossed a $2.0 billion run rate, and accounted for 72% of revenue; management expects Atlas growth of ~26% in Q1 and 21%–23% for fiscal '27.
Large deals: Several very large multiyear transactions closed in Q4 (including an ~ $90 million tech deal and a > $100 million financial‑services EA deal), which helped net new revenue of $114 million in the quarter.
EA momentum: Enterprise Advanced (on‑prem) showed notable strength and large bundled deals increased EA attribution in Q4; management is investing to bring EA to feature parity with Atlas.
Profitability & cash: Operating income was $159 million (23% operating margin); net income was $143 million ($1.65 per share). Operating cash flow was $180 million and free cash flow $177 million; cash and short‑term investments were nearly $2.4 billion.
Guidance: Q1 revenue guide is $659–664 million (20%–21% YoY); fiscal '27 revenue guide is $2.86–2.90 billion (16%–18% YoY); operating margin expected to expand ~100 bps in FY27.
Leadership & GTM: CJ Desai emphasized acceleration into AI and multi‑cloud; Erica Volini is joining as Chief Customer Officer while the CRO search continues and incumbents will transition through Q1–Q2.
