The chart below shows how MDB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MDB sees a +0.75% change in stock price 10 days leading up to the earnings, and a -0.40% change 10 days following the report. On the earnings day itself, the stock moves by +0.38%. This data can give you a slight idea of what to expect for the next quarter's release.
Positive
Quarterly Revenue Increase: Total revenue in the quarter was $529.4 million, up 22% year-over-year and above the high end of our guidance.
Quarterly Revenue Increase: Atlas grew 26% in the quarter compared to the previous year and now represents 68% of total revenue compared to 66% in the third quarter of fiscal 2024.
Non-GAAP Operating Income: We generated non-GAAP operating income of $101.5 million for a 19% non-GAAP operating margin and ended the quarter with over 52,600 customers.
Customer Base Expansion: During the third quarter, we grew our customer base by approximately 1,900 customers sequentially, bringing our total customer count to over 52,600, which is up from over 46,400 in the year-ago period.
Cash and Investments Overview: We ended the third quarter with $2.3 billion in cash, cash equivalents, short-term investments, and restricted cash.
Negative
Quarterly Revenue Increase: Total revenue in the quarter was $529.4 million, up 22% year-over-year and above the high end of our guidance.
Quarterly Revenue Increase: Atlas grew 26% in the quarter compared to the previous year and now represents 68% of total revenue compared to 66% in the third quarter of fiscal 2024 and 71% last quarter.
Cash and Investments Summary: We ended the quarter with $2.3 billion in cash, cash equivalents, short-term investments, and restricted cash.
Net Income Comparison: Net income in the third quarter was $98.1 million or $1.16 per share, based on 84.2 million diluted weighted average shares outstanding. This compares to a net income of $79.1 million or $0.96 per share on 83.7 million diluted weighted average shares outstanding in the year-ago period.
Revenue Forecast Range: We expect revenue to be in the range of $515 million to $519 million.
MongoDB, Inc. (MDB) Q3 2025 Earnings Call Transcript
MDB.O
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