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MongoDB 8-K/A Report, Financial Results (Dec 2, 2025)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed December 2, 2025
Period End
December 1, 2025
Security
MDB
In the 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 · Sep ’19Sep ’19
  2. Material agreement8-K · Jun ’21Jun ’21
  3. Leadership change8-K · Oct ’26Oct ’26

01—Abstract

Summary

Summary of the 8-K/A filed December 2, 2025. Cited figures are marked; the original filing is the authoritative source.

MongoDB, Inc. (MDB) filed this Amendment No. 1 to its Current Report on Form 8-K to furnish a revised Exhibit 99.1 earnings release for the third quarter of fiscal 2026, ended October 31, 2025.

The amendment corrects a typo in the Customer Count Metrics table, changing the number of customers over $100Ka for the quarter ended July 31, 2025 from 5,564 to 2,564. No other changes were made to the original Form 8-K filed December 1, 2025. The revised release reports total revenue of $628.3 million, up 19% year-over-year, with Atlas revenue up 30% and representing 75% of total Q3 revenue.

GAAP gross margin was 71% versus 74% a year earlier, and non-GAAP gross margin was 74% versus 77%. Loss from operations narrowed to $18.4 millionb from $27.9 million, and non-GAAP income from operations rose to $123.1 million from $101.5 million. The net loss was $2.0 million, or $0.02 per share, and non-GAAP net income per fully diluted share was $1.32.

Operating cash flow was $143.5 millionc and free cash flow was $140.1 million, compared with $34.6 million a year earlier. Cash, cash equivalents, short-term investments and restricted cash totaled $2.3 billion as of October 31, 2025. Management raised its guidance.

For Q4 fiscal 2026, it expects revenue of $665.0 million to $670.0 milliond and non-GAAP net income per share of $1.44 to $1.48. For full-year fiscal 2026, it expects revenue of $2.434 billion to $2.439 billion and non-GAAP net income per share of $4.76 to $4.80. The release also notes that CJ Desai was appointed President and Chief Executive Officer, succeeding Dev Ittycheria.

02—Key points

Key Highlights

  1. Q3 fiscal 2026 total revenue was $628.3 million, up 19% year-over-year, with subscription revenue of $609.1 million, up 19%.
  2. Atlas revenue grew 30% year-over-year and represented 75% of total Q3 revenue; the company added 2,600 customers, bringing total customers to over 62,500.
  3. GAAP gross margin was 71% versus 74% a year earlier; non-GAAP gross margin was 74% versus 77%.
  4. Loss from operations narrowed to $18.4 million from $27.9 million, and non-GAAP income from operations increased to $123.1 million from $101.5 million.
  5. Free cash flow was $140.1 million, compared with $34.6 million in the year-ago period, on operating cash flow of $143.5 million.
  6. Full-year fiscal 2026 revenue guidance was set at $2.434 billion to $2.439 billion, and non-GAAP net income per share guidance at $4.76 to $4.80.
  7. This amendment corrects the customers over $100K figure for July 31, 2025 from 5,564 to 2,564 and otherwise leaves the original Form 8-K unchanged.

03—Questions

Frequently Asked Questions

  1. What changed in this amended filing?

    Exhibit 99.1, the earnings release, was replaced to correct a typo in the Customer Count Metrics table. The number of customers over $100K for the quarter ended July 31, 2025 was changed from 5,564 to 2,564. No other changes were made.

  2. How did MongoDB perform in the third quarter of fiscal 2026?

    Total revenue was $628.3 million, up 19% year-over-year. Atlas revenue grew 30% and made up 75% of total revenue. The net loss was $2.0 million, or $0.02 per share, compared with a net loss of $9.8 million, or $0.13 per share, a year earlier.

  3. What guidance did MongoDB provide?

    For the fourth quarter of fiscal 2026, the company expects revenue of $665.0 million to $670.0 million and non-GAAP net income per share of $1.44 to $1.48. For full-year fiscal 2026, it expects revenue of $2.434 billion to $2.439 billion and non-GAAP net income per share of $4.76 to $4.80. The company describes this as raised guidance.

  4. How much cash does MongoDB have, and how strong was cash generation?

    As of October 31, 2025, MongoDB had $2.3 billion in cash, cash equivalents, short-term investments and restricted cash. Operating cash flow was $143.5 million in the quarter, and free cash flow was $140.1 million, compared with $34.6 million a year earlier.

  5. Who leads MongoDB now?

    Chirantan "CJ" Desai was appointed President and Chief Executive Officer, succeeding Dev Ittycheria, who held the role for 11 years.

04—Continue

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