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- **Revenue Growth**: Q3 revenue up 19% YoY to $628.3 million, with Atlas driving 30% growth. 
- **Customer Expansion**: Added 2,600 new customers, total 62,500, and 8,000 year-to-date additions. 
- **AI Integration**: AI-native companies and enterprises using MongoDB for vector search and embeddings, e.g., 90% latency reduction in media. 
- **Financial Strength**: 20% operating margin, $140 million free cash flow, and Q4 guidance for 21-22% revenue growth. 
- **AI Momentum**: Early AI adoption in enterprises, with examples showing performance and cost improvements.

**【CEO Summary Section】**
- Total revenue reached $628.3 million, up 19% year-over-year, driven by 30% growth in Atlas revenue (now 75% of total). 
- Added 2,600 new customers in Q3, bringing total to 62,500, with 8,000 year-to-date additions. 
- AI strategy focuses on embedding models and vector search, with examples like a media company cutting latency by 90% using MongoDB's vector database. 
- Operating margin improved to 20% (from 19% YoY), with $123 million non-GAAP operating income. 

**【CFO Financial Commentary】**
- Non-GAAP EPS of $1.32, exceeding expectations, with free cash flow of $140 million (224% YoY growth). 
- Q4 guidance: Revenue $665-670 million (21-22% growth), operating margin 21%. 
- Full year guidance: Revenue $2.434-2.439 billion (21-22% growth), operating margin 18%. 
- Atlas growth driven by US and EMEA, with non-Atlas ARR up 8% YoY. 

**【Q&A Highlights】**
- CJ Desai emphasized AI-native companies and enterprise AI adoption, citing a media company's success with MongoDB's vector search. 
- Mike Berry noted Q4 Atlas growth of 27% (vs. mid-20s prior guidance) and non-Atlas ARR growth in the upper single digits. 
- Customers are expanding existing workloads, with AI driving modernization (e.g., insurance claims processing). 
- AI impact is early but promising, with examples in media and insurance showing performance improvements and cost savings.

MongoDB, Inc. (MDB) Q3 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

MDB

MDB fundamentals

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