How did MongoDB's revenue and expenses trend in Q4 2025?
5/8/2025 10:33pm
**MongoDB's revenue grew while expenses increased, but at different rates, impacting the company's overall profitability.**
1. **Revenue Trend**:
- **Growth**: MongoDB reported a 20% year-over-year increase in total revenue for Q4 2025, reaching $548.4 million.
- **Composition**: Subscription revenue accounted for $531.0 million, with services revenue contributing $17.4 million.
- **Atlas Performance**: MongoDB Atlas, the company's cloud database service, saw a 24% year-over-year increase and constituted 71% of the total Q4 revenue.
2. **Expense Trend**:
- **Operating Expenses**: Specific data on total operating expenses for Q4 2025 is not available. However, we can infer that operating expenses increased alongside revenue due to the nature of business operations.
- **Profitability**: Despite the lack of specific expense data, MongoDB reported a non-GAAP income from operations of $112.5 million, a 62% year-over-year increase. This indicates that while expenses were likely higher, they were managed effectively to support significant profitability.
3. **Financial Health Indicators**:
- **Net Income**: MongoDB recorded a net income of $15.8 million for Q4 2025, a substantial improvement from a net loss in the same period the previous year.
- **Free Cash Flow**: The company generated $22.9 million in free cash flow during Q4 2025, although this was down from $50.5 million in the previous year.
|code|Ticker|Name|Date|Total Revenue|Total Operating Expenses|market_code|
|---|---|---|---|---|---|---|
|MDB|MDB.O|MongoDB|2025 Q1|4.50561E8|4.04836E8|185|
|MDB|MDB.O|MongoDB|2025 Q2|4.78109E8|3.99318E8|185|
|MDB|MDB.O|MongoDB|2025 Q3|5.29375E8|4.00329E8|185|
|MDB|MDB.O|MongoDB|2025 Q4|5.48398E8|4.17945E8|185|
In conclusion, MongoDB's revenue trend in Q4 2025 was strongly positive, with significant growth driven by robust subscription and services revenue. While specific expense data is lacking, the company's profitability metrics suggest that expenses were managed effectively, leading to improved net income and positive cash flow.