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MongoDBMDB

Legal name
MongoDB, Inc.
Sector
Technology
Industry
Services-Prepackaged Software
Exchange
Nasdaq

Stock Price $MDB

Latest filings

You are here#72 of 91 in Technology by market cap

Filing record · 2017–202610-K910-Q278-K72

MDB filed 9 annual reports (10-K), 27 quarterly reports (10-Q) and 72 current reports (8-K) between 2017 and 2026.

  1. Leadership change8-K · Mar ’20Mar ’20
  2. FY2022 annual report10-K · Mar ’22Mar ’22
  3. Leadership change8-K · Nov ’25Nov ’25

01—Key figures

Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026
Source: 10-KFY2026

Revenue Trend

Year-over-year comparison from 10-K annual reports

  11. $2.46B
YoY changeLargest recent move+75.9%in FY17Latest +22.8%

Latest bar from 10-KFY2026Click a bar to open its SEC filing

View full history →
All MDB Financial Metrics58 metrics

Income Statement17

Balance Sheet25

Cash Flow12

Per Share4

02—Overview

MongoDB Financial Overview 2022–2026

Updated Nov 4, 2026

MongoDB produced $505.1 milliona of operating cash flow in FY2026, up from just $7.0 million in FY2022, and it still reported a GAAP net loss. That gap is the story. The company is turning growth into cash well before accounting profit arrives, and the shift toward Atlas, its cloud database service, is what is driving it.

Revenue grew from $873.8 million in FY2022 to $2,463.8 millionb in FY2026. Atlas rose from 56% to 73% of sales over that span. Sales and marketing spending fell from 54% of revenue to 38%, and net loss narrowed from $306.9 million to $71.2 million. The trade-off is margin: gross margin was 72% in FY2026, versus 73% a year earlier, as cloud hosting costs climb with Atlas. Net ARR expansion dipped to 118% at the end of FY2025, then recovered to 121% in FY2026. Cash and investments reached $2.4 billion, and the company repurchased $400.3 million of stock during the year.

The market has paid up for this trajectory. The shares closed at $273.32c at FY2025 end, a $22.0 billion market cap, and at $371.33 at FY2026 end, a $29.9 billion market cap. With FY2026 EPS at -$0.88, there is no meaningful P/E. Investors are pricing cash generation and operating leverage, not reported earnings.

Recent Developments (Q1 and Q2 2027)

Growth accelerated and profitability arrived. Revenue rose 30% to $771.8 milliond in Q2 2027, from 25% in Q1 2027. GAAP operating income swung to $28.4 million from a $65.3 million loss. Gross margin reached 74%, up from 71%. Full-year guidance rose to $2.99 billion to $3.03 billion. Then on September 28, 2026, CEO CJ Desai resigned. Dev Ittycheria returned as interim CEO, and the board added $1.0 billion to buybacks.

The bull case: remaining performance obligations hit $1,519.2 millione, up 91%, and customers reached 70,600. The bear case: leadership is unsettled during a CEO search, and securities litigation remains pending with no loss estimate. At $434.21 and a $35.0 billion market cap as of August 31, 2026, there is no meaningful P/E on -$0.88 annual EPS. That price reflects the quarter's strength, not trailing earnings.

What to watch: permanent CEO appointment; Q3 2027 revenue against the $756 million to $761 million guide

03—Filings

Recent SEC Filings

  1. 8-KMongoDB 8-K Report, Executive Changes (Oct 15, 2026)MongoDB, Inc. (MDB) filed this Form 8-K on October 15, 2026 under Item 5.02 to disclose compensation arrangements for two executives. Dev Ittycheria, who was appointed Interim President and Chief Executive Officer effective September 28, 2026, entered into an employment agreement on October 14, 2026, effective as of September 28, 2026. It provides an annual base salary of $500,000, a one-time sign-on cash bonus of $500,000, and a target cash bonus of 70% of base salary ($350,000), prorated for fiscal year 2027 and, if applicable, fiscal year 2028. He will also receive restricted stock units with a grant value of $15,000,000, vesting in four equal quarterly installments from January 1, 2027 through October 1, 2027. The agreement supersedes his prior advisory agreement, and he is required to provide continuous service through at least April 1, 2028. Severance terms include 12 months of base salary continuation and up to 18 months of COBRA premium payments upon a termination without cause or for good reason, subject to a release of claims. Enhanced change-in-control protections apply within three months before or 12 months after a change in control, including 12 months of cash-eligible target bonus and full accelerated vesting of time-based equity awards. Chief Financial Officer Michael Berry also received a one-time retention award approved by the Compensation Committee on October 12, 2026, and executed a Retention Agreement on October 14, 2026. He will receive service-vesting RSUs with a grant value of $10,000,000, vesting in three equal installments on April 1, 2027, October 1, 2027, and April 1, 2028, with full vesting upon a termination without cause or for good reason.
  2. 8-KMongoDB 8-K Report, Regulation FD Disclosure (Sep 29, 2026)On September 29, 2026, MongoDB, Inc. held an Investor Day webcast where its leadership team discussed strategies for sustainable growth and long-term shareholder value. The presentation materials are furnished as Exhibit 99.1 under Item 7.01 (Regulation FD Disclosure) and are not deemed "filed" for Section 18 purposes. The presentation was delivered by Dev Ittycheria (Interim President & CEO), Mike Berry (CFO), and other executives, and it addresses a CEO transition, product innovation, go-to-market strategy, and updated long-term financial targets. The presentation reports FY26 actuals and FY27 guidance. Atlas revenue growth was 28.7% in FY26 with FY27 guidance of about 27%; total revenue growth was 22.8% in FY26 with FY27 guidance of 21-23%; and non-GAAP operating margin was 18.5% in FY26 (up 360 bps year over year) with FY27 guidance of about 21.0%. FCF conversion was 108% in FY26 and is guided to 80-100% for FY27 targets. The company says it expects to reach GAAP profitability in FY27, and it updated its long-term targets to roughly three years, including 20%+ total revenue growth, mid-20% Atlas revenue growth, and 100-200 bps of annual operating margin expansion. Separately, under Item 8.01, the Board of Directors on September 25, 2026 authorized an additional $1.0 billion in share repurchases, bringing the aggregate authorization to $2.0 billion, of which $1,353,700,000 remains available as of the filing date.
  3. 8-KMongoDB 8-K Report, Executive Changes (Sep 28, 2026)On September 24, 2026, Chirantan ("CJ") Desai notified MongoDB, Inc. of his intent to resign as President and Chief Executive Officer and as a member of the Board of Directors, effective September 28, 2026. The filing states that his decision was not due to any disagreement with the Company or any matter relating to its operations, policies or practices. The press release attached as Exhibit 99.1 says Mr. Desai is leaving to pursue a senior role at Meta Platforms, Inc. The Board appointed Dev Ittycheria as Interim President and Chief Executive Officer, effective September 28, 2026, to serve until a successor is duly elected and qualified. Mr. Ittycheria, age 59, previously served as President and CEO from September 2014 to November 2025 and has been a board member since September 2014. He will remain on the Board. The Board has started a search for a permanent CEO and has retained an executive search firm. The company stated it is reaffirming its guidance for Q3 and full-year fiscal 2027, provided on September 1, 2026. The company will also host an Investor Day at Nasdaq MarketSite in New York City on September 29, 2026, from 11:00 a.m. to 3:15 p.m. Eastern Time, with the executive team presenting its long-term strategy, market opportunities and product innovation.
  4. 8-KMongoDB 8-K Report, Financial Results (Sep 1, 2026)MongoDB, Inc. (NASDAQ: MDB) reported financial results for the second quarter of fiscal 2027, ended July 31, 2026, in a press release furnished as Exhibit 99.1 to this Form 8-K dated September 1, 2026. Total revenue was $771.8 million, up 30% year-over-year, with subscription revenue of $747.1 million (up 31%) and services revenue of $24.6 million (up 29%). Atlas-related revenue was $565.9 million and MongoDB Enterprise Advanced and other revenue was $181.2 million. GAAP income from operations was $28.4 million versus a loss of $65.3 million a year earlier, and GAAP net income was $40.9 million, or $0.50 per diluted share. Non-GAAP income from operations was $185.9 million, a 24% non-GAAP operating margin compared with 15% a year ago. Free cash flow was $137.6 million, compared with $69.9 million in the prior-year quarter. Key operating metrics were strong. Remaining performance obligations (RPO) were $1,519.2 million, up 91% year-over-year, and current RPO was $797.3 million, up 73%. Total customers reached 70,600+, and customers with ARR of $100,000 or more rose to 2,999 from 2,564 a year earlier. Atlas revenue was up approximately 29% and EA & other revenue up approximately 36%, per the release headline. As of July 31, 2026, the company held $2.4 billion in cash, cash equivalents, short-term investments and restricted cash. The company raised its full-year fiscal 2027 guidance. Revenue is now expected at $2.99 billion to $3.03 billion, with non-GAAP income from operations of $616.3 million to $636.3 million and GAAP income (loss) from operations of $(28.0) million to $(8.0) million. Full-year non-GAAP net income per share is guided to $6.39 to $6.58, and GAAP net income per share to $0.53 to $0.77. For the third quarter, revenue is guided to $756 million to $761 million, with non-GAAP operating income of $152.0 million to $156.0 million and non-GAAP EPS of $1.57 to $1.61. The release attributes the second-half raise mainly to Atlas.
  5. 8-KMongoDB 8-K Report, Bylaw Amendment (Jul 6, 2026)MongoDB, Inc. reported in this Form 8-K that its stockholders, at the Annual Meeting of Stockholders held June 30, 2026, approved an amendment to the Existing Charter that eliminates supermajority vote requirements. The Twelfth Amended and Restated Certificate of Incorporation was filed with the Delaware Secretary of State and became effective July 1, 2026. The summary of the amendment appears in Proposal 4 of the Company's proxy statement, filed May 19, 2026, and its June 1, 2026 supplement, and the full new charter is filed as Exhibit 3.1. At the meeting, stockholders re-elected Archana Agrawal, Hope Cochran and Dwight Merriman as Class III directors, each to serve until the 2029 Annual Meeting. Stockholders also approved, on a non-binding advisory basis, the compensation of the named executive officers, and ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending January 31, 2027. The filing reports the vote counts for each proposal. For investors, the principal governance change is the removal of supermajority voting thresholds from the charter, which the filing describes as the reason for the amended charter. The remaining items are routine annual meeting matters, and the vote tallies show majority support for each proposal, with Proposal 4 receiving 58,762,935 votes for and 68,287 against.
View all 8-K filings →
View all filings (10-K, 10-Q, 8-K, proxy & more) →

04—See also

Related Companies

Annual revenue over each company’s last eight fiscal years, each strip on its own scale from zero.