What guidance did MongoDB's management provide for the next earnings period?

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What factors drove the changes in MongoDB's revenue and profit?

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Did MongoDB beat or miss consensus estimates last quarter?

What were the key takeaways from MongoDB’s earnings call?

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What were the key takeaways from MongoDB's earnings call?

- **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

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MDB

MDB fundamentals

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