MongoDB, Inc. (MDB) Q4 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call revealed strong financial performance, with significant revenue growth and improved profitability metrics, including a 36% increase in Q4 revenue and a 75% rise in net income. Atlas revenue growth was particularly robust at 40%. The strategic focus on AI and market expansion, along with positive Atlas consumption growth, suggests a promising future outlook. Despite acknowledging forward-looking risks, the absence of negative sentiment in the Q&A and consistent gross margins further support a positive sentiment rating.
Key Financial Performance
Revenue Revenue for Q4 2026 was $361.3 million, up 36% year-over-year. The increase was driven by strong customer adoption of Atlas and growth in Enterprise Advanced.
Atlas Revenue Atlas revenue grew 40% year-over-year, accounting for 65% of total revenue. The growth was attributed to increased customer usage and new customer acquisitions.
Enterprise Advanced Revenue Enterprise Advanced revenue increased by 20% year-over-year, supported by strong renewals and expansions within existing customers.
Gross Margin Gross margin was 74%, consistent with the prior year, reflecting efficient cost management.
Operating Income Operating income was $45 million, compared to $30 million in the prior year, representing a 50% increase. This improvement was due to higher revenue and disciplined expense management.
Net Income Net income was $35 million, up from $20 million in the prior year, a 75% increase, driven by revenue growth and improved operating leverage.
Cash Flow Operating cash flow was $60 million, compared to $40 million in the prior year, a 50% increase, due to higher profitability and efficient working capital management.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: The company acknowledges that forward-looking statements are subject to a variety of risks and uncertainties, including operational results and financial conditions that could cause actual results to differ materially from expectations.
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Guidance & Outlook
Market and Future Growth Opportunities: The company discussed its market and future growth opportunities, emphasizing its potential to win new business and expand its market presence.
Atlas Consumption Growth: Expectations regarding Atlas consumption growth were highlighted, indicating a positive outlook for this segment.
Non-Atlas Business and Multiyear License Revenue: The impact of non-Atlas business and multiyear license revenue was discussed, suggesting a focus on diversifying revenue streams.
AI Investments and Growth Opportunities: The company emphasized the long-term opportunity of AI and its investments in this area, indicating a strategic focus on leveraging AI for future growth.
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Ader Blair
Bank Research
Blair LLC
Chirantan Desai
Citigroup Inc
Conference Instructions
Desai President
Division Aleksandr
Division Ittai
Division Jason
Division Karl
Division Martino
Division PM
Division Ryan
EST day
Inc Research
Investment Bank
Ittai Kidron
Jason Ader
Karl Keirstead
Keirstead UBS
Kidron Oppenheimer
LLC Research
LLC Tyler
MacWilliams Wells
Officer Raimo
Raimo Lenschow
Research Division
Ryan MacWilliams
Tyler Radke
today VP
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The earnings call revealed strong financial performance, with significant revenue growth and improved profitability metrics, including a 36% increase in Q4 revenue and a 75% rise in net income. Atlas revenue growth was particularly robust at 40%. The strategic focus on AI and market expansion, along with positive Atlas consumption growth, suggests a promising future outlook. Despite acknowledging forward-looking risks, the absence of negative sentiment in the Q&A and consistent gross margins further support a positive sentiment rating.
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Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
