MongoDB (MDB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 27, 2026

After Close (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

1.6

Last Year’s EPS

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 26 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:May 28, 2026|

% Change Since:

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

MongoDB guided Q2 revenue of $729M–$734M (up ~23%–24% year‑over‑year) with Atlas revenue growth of ~26%, non‑GAAP income from operations of $152M–$156M (implying ~21% operating margin at the high end), and non‑GAAP EPS of $1.58–$1.61 on ~86.3M diluted shares; for fiscal 2027 it guided revenue of $2.92B–$2.96B (up ~19%–20%), non‑GAAP income from operations of $571M–$591M (≈20% operating margin at the high end), non‑GAAP EPS of $5.95–$6.14 on ~86.7M diluted shares (assuming a 20% non‑GAAP tax rate), and expects to expand operating margin by 100–150 bps and target Rule of 40 performance at the high end; management also assumes Q2 EA & other revenue growth of ~20%, raised full‑year EA & other to mid‑single‑digit growth, and highlighted Atlas’s predictability as it accounted for ~75% of Q1 revenue.

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.

MongoDB (MDB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MDB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2026	2027 (Q2)	1.60 / -	1	―	―	―
May 28, 2026	2027 (Q1)	1.19 / 1.32	1	32.00% (+0.32)	―
Mar 02, 2026	2026 (Q4)	1.48 / 1.65	1.28	28.91% (+0.37)	―
Dec 01, 2025	2026 (Q3)	0.81 / 1.32	1.16	13.79% (+0.16)	―
Aug 26, 2025	2026 (Q2)	0.67 / 1.00	0.7	42.86% (+0.30)	―
Jun 05, 2025	2026 (Q1)	0.67 / 1.00	0.51	96.08% (+0.49)	―
Mar 05, 2025	2025 (Q4)	0.66 / 1.28	0.86	48.84% (+0.42)	―
Dec 09, 2024	2025 (Q3)	0.69 / 1.16	0.96	20.83% (+0.20)	―
Aug 29, 2024	2025 (Q2)	0.48 / 0.70	0.93	-24.73% (-0.23)	―
May 30, 2024	2025 (Q1)	0.38 / 0.51	0.56	-8.93% (-0.05)	―

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

MDB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 28, 2026	$325.68	$335.55	+3.03%
Mar 02, 2026	$325.01	$252.73	-22.24%
Dec 01, 2025	$328.87	$401.99	+22.23%
Aug 26, 2025	$214.34	$295.70	+37.96%

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.