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MongoDB 8-K Report, Financial Results (Sep 1, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed September 1, 2026
Period End
September 1, 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. Leadership change8-K · Sep ’19Sep ’19
  2. Material agreement8-K · Jun ’21Jun ’21
  3. Leadership change8-K · Nov ’25Nov ’25

01—Abstract

Summary

Summary of the 8-K filed September 1, 2026. Cited figures are marked; the original filing is the authoritative source.

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 milliona, 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 millionb, 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 millionc, 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 billiond 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.

02—Key points

Key Highlights

  1. Total revenue of $771.8 million, up 30% year-over-year; subscription revenue of $747.1 million, up 31%.
  2. GAAP income from operations of $28.4 million, versus a loss of $65.3 million in the year-ago quarter; GAAP net income of $40.9 million, or $0.50 per diluted share.
  3. Non-GAAP operating margin of 24%, up from 15% a year ago; non-GAAP income from operations of $185.9 million.
  4. Free cash flow of $137.6 million, compared with $69.9 million in the prior-year quarter; cash from operations of $141.9 million.
  5. RPO of $1,519.2 million, up 91% year-over-year; current RPO of $797.3 million, up 73%.
  6. Full-year fiscal 2027 revenue guidance raised to $2.99 billion to $3.03 billion, with non-GAAP EPS guidance of $6.39 to $6.58.
  7. Third quarter fiscal 2027 revenue guided to $756 million to $761 million, with non-GAAP EPS of $1.57 to $1.61.

03—Questions

Frequently Asked Questions

  1. How did MongoDB's revenue growth compare with prior periods?

    Total revenue for the second quarter of fiscal 2027 was $771.8 million, an increase of 30% year-over-year. The release describes this as the highest level of growth in several years. Atlas-related revenue was $565.9 million, compared with $439.0 million a year earlier, and MongoDB Enterprise Advanced and other revenue was $181.2 million, compared with $133.4 million.

  2. Did MongoDB raise its full-year outlook?

    Yes. Full-year fiscal 2027 revenue guidance is now $2.99 billion to $3.03 billion. Full-year GAAP income (loss) from operations is guided to $(28.0) million to $(8.0) million, and non-GAAP income from operations to $616.3 million to $636.3 million. The company says the second-half raise is mainly due to Atlas.

  3. What do the remaining performance obligations and customer metrics show?

    RPO was $1,519.2 million, up 91% year-over-year, and current RPO was $797.3 million, up 73%. Total customers reached 70,600+, up from 59,900+ at July 31, 2025. Customers with ARR of $100,000 or more increased to 2,999 from 2,564.

  4. What is the company's cash position and cash generation?

    As of July 31, 2026, MongoDB had $2.4 billion in cash, cash equivalents, short-term investments and restricted cash. Operating cash flow was $141.9 million for the quarter, and free cash flow was $137.6 million. Repurchases of common stock were $100.0 million in the quarter.

  5. What did the company report about its results under GAAP versus non-GAAP measures?

    GAAP net income was $40.9 million, or $0.50 per diluted share, compared with a GAAP net loss of $47.0 million a year earlier. Non-GAAP net income was $162.6 million, or $1.90 per fully diluted share, compared with $1.00 a year earlier. Stock-based compensation expense was $148.9 million in the quarter, a major reconciling item between the two measures.

04—Continue

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