Skip to content
AnalystLens

MongoDB 8-K Report, Financial Results (Mar 2, 2026)

Reports
Earnings & Results·Leadership Changes·Corporate Changes+1
Filing Date
Filed March 2, 2026
Period End
March 2, 2026
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. Material agreement8-K · Oct ’18Oct ’18
  2. Material agreement8-K · Jun ’21Jun ’21
  3. Leadership change8-K · Jun ’23Jun ’23
  4. Leadership change8-K · Apr ’25Apr ’25

01—Abstract

Summary

Summary of the 8-K filed March 2, 2026. Cited figures are marked; the original filing is the authoritative source.

MongoDB, Inc. (NASDAQ: MDB) reported fourth-quarter fiscal 2026 results for the three months ended January 31, 2026 in a press release furnished as Exhibit 99.1.

Total revenue was $695.1 milliona, up 27% year-over-year, with subscription revenue of $673.1 million and services revenue of $22.0 million. GAAP income from operations was $0.3 million, compared with a loss from operations of $18.6 million a year earlier, while non-GAAP income from operations was $158.8 million. GAAP net income was $15.5 million, or $0.18 per diluted share, and non-GAAP net income was $142.7 million, or $1.65 per share.

Net cash from operations was $179.6 millionb and free cash flow was $176.7 million for the quarter. For full fiscal 2026, total revenue was $2.46 billion, up 23% year-over-year. The company issued first-quarter fiscal 2027 guidance of $659 million to $664 million in revenue, with a GAAP loss from operations of $(48.0) million to $(44.0) million and non-GAAP income from operations of $105.0 million to $109.0 million.

Full-year fiscal 2027 guidance calls for revenue of $2.860 billion to $2.900 billionc, a GAAP loss from operations of $(117.0) million to $(97.0) million, and non-GAAP income from operations of $545.0 million to $565.0 million. Leadership changes were also disclosed. President of Field Operations Cedric Pech is resigning effective April 15, 2026, and Chief Revenue Officer Paul Capombassis is leaving, remaining as CRO through the end of the first quarter and then serving as an advisor.

Kong Phan will become Chief Accounting Officer and principal accounting officer effective April 14, 2026, and Erica Volini joins as Chief Customer Officer effective March 3, 2026. The board also adopted amended and restated bylaws that implement proxy access.

02—Key points

Key Highlights

  1. Q4 FY2026 total revenue of $695.1 million, up 27% year-over-year; Atlas revenue up 29% year-over-year in the fourth quarter and full year.
  2. GAAP income from operations of $0.3 million versus a loss of $18.6 million a year earlier; non-GAAP income from operations of $158.8 million versus $112.5 million.
  3. Q4 GAAP net income of $15.5 million ($0.18 per diluted share); non-GAAP net income of $142.7 million ($1.65 per share).
  4. Free cash flow of $176.7 million in Q4 versus $22.9 million a year earlier; $2.4 billion in cash, cash equivalents, short-term investments and restricted cash as of January 31, 2026.
  5. FY2027 guidance: revenue of $2.860 billion to $2.900 billion; non-GAAP income from operations of $545.0 million to $565.0 million; GAAP loss from operations of $(117.0) million to $(97.0) million.
  6. Senior go-to-market leadership transition: Cedric Pech (President, Field Operations) departs April 15, 2026, and Paul Capombassis (CRO) departs after serving through the end of the first quarter, with an executive search underway for a new CRO.
  7. Customer count reached 65,200+ as of January 31, 2026, with 2,799 customers above $100,000 in annualized recurring revenue.

03—Questions

Frequently Asked Questions

  1. How did MongoDB perform in the fourth quarter of fiscal 2026?

    Total revenue was $695.1 million, up 27% year-over-year. GAAP income from operations was $0.3 million, compared with a loss of $18.6 million in the prior-year period, and non-GAAP income from operations was $158.8 million. GAAP net income was $15.5 million, or $0.18 per diluted share.

  2. What guidance did MongoDB give for fiscal 2027?

    For the first quarter of fiscal 2027, revenue is expected to be $659 million to $664 million, with a GAAP loss from operations of $(48.0) million to $(44.0) million and non-GAAP income from operations of $105.0 million to $109.0 million. For the full year, revenue is expected to be $2.860 billion to $2.900 billion, with non-GAAP income from operations of $545.0 million to $565.0 million.

  3. Which executives are leaving MongoDB and when?

    Cedric Pech, President of Field Operations, is resigning effective April 15, 2026, and will remain employed through that date while providing advisory services. Paul Capombassis, Chief Revenue Officer, will remain CRO through the end of the first quarter and serve as an advisor in the second quarter while the company completes a search for a new CRO.

  4. Who is replacing the accounting leadership and who is joining the company?

    The board appointed Kong Phan as Chief Accounting Officer and principal accounting officer effective April 14, 2026, with a starting base salary of $400,000, a 40% target bonus, and an RSU grant of approximately $2,000,000. Erica Volini joins as Chief Customer Officer effective March 3, 2026. Michael J. Berry, CFO, served as interim principal accounting officer until March 13, 2026.

  5. What changes did the board make to the company's governing documents?

    On February 26, 2026, the board adopted Amended and Restated Bylaws that implement proxy access. Under these bylaws, a stockholder or group of up to 20 stockholders that has owned at least three percent of common stock continuously for at least three years may nominate up to two director candidates or, if greater, up to 20% of the board.

04—Continue

← View all 8-K filings