Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
1.41Last Year’s EPS
0.87Same Quarter Last Year
Strong Buy
Based on 26 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented broad-based operational strength: strong top-line growth (25% YoY), sustained Atlas momentum (≈29% YoY with $117M incremental Atlas dollar growth), expanding profitability (non-GAAP operating margin 18%), robust cash flow and customer expansion (67.7k customers, 2.9k $100k+ ARR customers), and accelerating product/AI traction (MongoDB 8.3 performance gains, voyage embeddings preview, vector search adoption). The primary negatives are slower EA/other growth, some margin mix pressure, consumption variability risk due to Atlas concentration, the early-stage nature of AI monetization, and a small acquisition impact; there was also a notable inconsistency in messaging around full-year growth ranges. Overall, the positive metrics and momentum materially outweigh the lowlights, though investors should watch EA performance, margin mix, and consumption variability.Company Guidance
Total Revenue Growth
Total revenue of $688 million, up 25% year-over-year, accelerating from ~22% in prior comparable periods.
Atlas Momentum and Scale
Atlas revenue grew ~29.4% year-over-year, delivering a record $117 million year-over-year dollar increase, reaching an implied ~$2 billion annual run rate and representing ~75% of total Q1 revenue (up from 72% a year ago). Atlas delivered its fourth (CEO) / fifth (CFO) straight quarter of >29% YoY growth and exceeded guidance.
Profitability and Margin Expansion
Non-GAAP operating income of $123 million with an 18% operating margin (vs 16% year-ago). Non-GAAP net income $112 million, $1.32 per diluted share (vs $86 million / $1.00 a year ago). Company achieved GAAP profitability for the second consecutive quarter.
Strong Cash Flow and Balance Sheet
Ended Q1 with $2.4 billion in cash and short-term investments. Operating cash flow $202 million (vs $110 million a year ago) and free cash flow $198 million (vs $106 million a year ago). Returned $100 million to share repurchases in the quarter.
Customer Growth and Upsell / Platform Adoption
Total customers 67.7k, adding ~2.5k in Q1 (up from 57.1k a year ago). Atlas customers 66.4k (vs 55.8k YoY). Customers with >=$100k ARR: 2.9k, +16% YoY; revenue from this cohort outpaced company growth. Among Atlas customers >=$100k ARR, 45% now use 2+ platform features (up from 37% YoY), driven by vector and text search adoption.
Product and AI Technology Progress
MongoDB 8.3 released with performance gains (up to +45% reads, +35% writes, +15% more ACID transactions vs 8.0). Automated Voyage AI embeddings entered public preview, vector search adoption outpacing company growth, and voyage customer count more than doubled quarter-over-quarter.
Raised Outlook and Multi-Quarter Guidance
Q2 revenue guidance $729M–$734M (23%–24% YoY). Full-year fiscal guidance provided: revenue $2.92B–$2.96B (19%–20% YoY), non-GAAP operating income $571M–$591M (targeting ~20% operating margin at the high end) and goal to expand operating margin by 100–150 basis points for the year; company aims for Rule of 40 performance at the high end of the outlook.
Strategic Talent and GTM Enhancements
Added experienced leaders: two CPOs (core and AI/emerging), a Chief Customer Officer, and a new Chief Revenue Officer to strengthen product roadmap and go-to-market execution for AI and enterprise expansion.
DE:526 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:526 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | €278.50 | €290.15 | +4.18% |
Mar 02, 2026 | €278.95 | €217.50 | -22.03% |
Dec 01, 2025 | €281.70 | €345.50 | +22.65% |
Aug 26, 2025 | €184.08 | €255.00 | +38.53% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Mongodb, Inc. (DE:526) report earnings?
Mongodb, Inc. (DE:526) is schdueled to report earning on Aug 27, 2026, After Close (Confirmed).
What is Mongodb, Inc. (DE:526) earnings time?
Mongodb, Inc. (DE:526) earnings time is at Aug 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Mongodb, Inc. stock?
The P/E ratio of MongoDB is N/A.
What is DE:526 EPS forecast?
DE:526 EPS forecast for the fiscal quarter 2027 (Q2) is 1.41.
