MDB · MongoDB

108 filings

MDB SEC Filings

MongoDB - 108 total filings

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

Showing 1–50 of 108 filings

MongoDB 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.

Oct 15, 2026 8-K

MongoDB 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.

Sep 29, 2026 8-K

MongoDB 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.

Sep 28, 2026 8-K

MongoDB 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.

Sep 1, 2026 10-Q

MongoDB Quarterly Report for Q2 Ended Jul 31, 2026

MongoDB, Inc. reported total revenue of $771.8 million for the three months ended July 31, 2026, up from $591.4 million a year earlier, and $1,459.4 million for the six months, up from $1,140.4 million. Subscription revenue made up the large majority of sales, with Atlas-related revenue at $565.9 million in the quarter versus $439.0 million in the prior-year quarter. Gross margin rose to 74% for the quarter from 71%, and the company swung to operating income of $28.4 million from an operating loss of $65.3 million a year earlier. Net income for the quarter was $40.9 million, or $0.50 per diluted share, compared with a net loss of $47.0 million in the prior-year quarter. Cash flow and balance sheet metrics were also stronger. Net cash provided by operating activities for the six months was $343.5 million, versus $182.0 million a year earlier. Cash, cash equivalents and short-term investments together totaled about $2.4 billion at July 31, 2026, and the company reported an accumulated deficit of $1.9 billion. Stock-based compensation was $286.8 million for the six months, and the company repurchased 666,452 shares for $200.0 million during the period, leaving $399.7 million of authorization remaining. The filing also discloses ongoing securities and shareholder derivative litigation tied to statements about sales strategy, growth projections and financial results, with the company stating it is unable to estimate any reasonably possible loss. Customer metrics rose, with over 70,600 customers as of July 31, 2026, compared with over 59,900 a year earlier, and a net ARR expansion rate of 122%.

Sep 1, 2026 8-K

MongoDB 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.

Jul 6, 2026 10-Q

MongoDB Quarterly Report for Q1 Ended Apr 30, 2026

MongoDB, Inc. reported its 10-Q for the quarter ended April 30, 2026. Total revenue was $687.6 million, up from $549.0 million in the prior-year quarter, with subscription revenue of $666.1 million and services revenue of $21.5 million. Loss from operations narrowed to $24.8 million from $53.6 million, and the company reported net income of $4.4 million, or $0.05 per diluted share, compared with a net loss of $37.6 million in the prior-year period. Other income, net of $33.6 million, which the filing attributes primarily to realized and unrealized gains on non-marketable securities, helped drive the swing to net income. Cash flow from operations was $201.6 million, compared with $109.9 million a year earlier. Cash, cash equivalents, restricted cash and short-term investments totaled $2.4 billion as of April 30, 2026. During the quarter the company repurchased 358,216 shares for $100.0 million under its share repurchase program, which had $499.7 million of remaining authorization at quarter-end, and paid $58.3 million in taxes related to net share settlement of equity awards. The filing reports 67,700 customers as of April 30, 2026, versus over 57,100 a year earlier, and a net ARR expansion rate of 121%. Remaining performance obligations were $1,458.6 million, with about 53% expected to be recognized over the next 12 months. The filing also describes ongoing securities and derivative litigation, with the court granting the motion to dismiss in part and denying it in part on May 1, 2026, and a motion for reconsideration filed on May 15, 2026.

May 29, 2026 8-K

MongoDB 8-K Report, Financial Results (May 28, 2026)

MongoDB, Inc. reported first quarter fiscal 2027 results for the three months ended April 30, 2026, in a press release furnished as Exhibit 99.1 to this Form 8-K dated May 28, 2026. Total revenue was $687.6 million, up 25% year-over-year, with subscription revenue of $666.1 million (up 25%) and services revenue of $21.5 million (up 22%). Atlas revenue rose more than 29% year-over-year and EA and other revenue rose more than 13%. Gross margin on a GAAP basis was 72%, compared with 71% a year earlier. The company posted a GAAP loss from operations of $24.8 million, narrowed from $53.6 million a year earlier, and GAAP net income of $4.4 million, or $0.05 per diluted share. Non-GAAP income from operations was $123.2 million, an 18% non-GAAP operating margin versus 16% a year earlier. Remaining performance obligations were $1,458.6 million, up 88% year-over-year, and current RPO was $766.3 million, up 69%. Operating cash flow was $201.6 million and free cash flow was $197.5 million for the quarter. Cash, cash equivalents, short-term investments and restricted cash totaled $2.4 billion at April 30, 2026. During the quarter the company repurchased $100.3 million of common stock and paid $58.3 million in taxes related to net share settlement of equity awards. Management guided second quarter fiscal 2027 revenue to $729 million to $734 million, with GAAP loss from operations of $(10.0) million to $(6.0) million and GAAP EPS of $0.08 to $0.12. For full-year fiscal 2027, revenue is guided to $2.92 billion to $2.96 billion, with GAAP loss from operations of $(78.0) million to $(58.0) million, GAAP EPS of $0.15 to $0.39, and non-GAAP EPS of $5.95 to $6.14. The company described this as a raise to full-year guidance driven mainly by strength in Atlas.

May 28, 2026 10-K

MongoDB Annual Report, Year Ended Jan 31, 2026

MongoDB, Inc. reported fiscal 2026 (year ended January 31, 2026) total revenue of $2,463.8 million, up from $2,006.4 million in fiscal 2025 and $1,683.0 million in fiscal 2024. Atlas, its multi-cloud database-as-a-service offering, represented 73% of total revenue in fiscal 2026, compared with 70% in fiscal 2025, while MongoDB Enterprise Advanced represented 20%, down from 23%. The company's net ARR expansion rate was 121% as of January 31, 2026, and it had over 65,200 customers. Net loss narrowed to $71.2 million from $129.1 million in fiscal 2025, and operating cash flow rose to $505.1 million from $150.2 million. Gross margin was 72%, versus 73% a year earlier, and sales and marketing expense was 38% of revenue. The company ended the year with cash, cash equivalents, short-term investments and restricted cash totaling $2.4 billion and an accumulated deficit of $1.9 billion. It repurchased 1,576,109 shares for $400.3 million during the year and had $599.7 million remaining under its $1.0 billion repurchase authorization. In February 2025 it acquired Voyage AI for $160.9 million, and it reports a remaining performance obligations balance of $1,472.7 million, with approximately 52% expected to be recognized over the next 12 months. The filing also flags material ongoing risks, including the Baxter securities class action (the court has not yet ruled on the motion to dismiss), related shareholder derivative suits, and a cloud infrastructure commitment of $300 million renewed during the year. Management concluded internal control over financial reporting was effective as of January 31, 2026, and PricewaterhouseCoopers LLP issued an unqualified opinion.

Mar 11, 2026 8-K

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

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 million, 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 million 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 billion, 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.

Mar 2, 2026 8-K

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

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 $100K 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 million 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 million 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 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 release also notes that CJ Desai was appointed President and Chief Executive Officer, succeeding Dev Ittycheria.

Dec 2, 2025 10-Q

MongoDB Quarterly Report for Q3 Ended Oct 31, 2025

MongoDB, Inc. reported its quarterly results for the three and nine months ended October 31, 2025. Total revenue for the three months was $628.3 million, up from $529.4 million, and subscription revenue was $609.1 million. Net loss narrowed to $2.0 million ($0.02 per share) from $9.8 million a year earlier. For the nine months, total revenue was $1.77 billion and net loss was $86.7 million, compared with $144.9 million in the prior-year period. Loss from operations was $18.4 million for the quarter, compared with $27.9 million a year earlier. The company stated a net ARR expansion rate of 120% as of October 31, 2025, and reported over 62,500 customers, including over 60,800 MongoDB Atlas customers. Net cash provided by operating activities was $325.5 million for the nine months, versus $99.7 million in the prior year. Cash, cash equivalents, short-term investments and restricted cash totaled $2.3 billion. During the nine months, the company repurchased 1,443,294 shares for $345.3 million, and $654.7 million remained under its repurchase authorization. The company also entered into a renewal agreement with a cloud infrastructure provider that includes a non-cancelable commitment of $300 million payable from October 2025 through October 2028. Remaining performance obligations were $994.3 million, with approximately 55% expected to be recognized over the next 12 months. The filing also discloses ongoing securities class action litigation (Baxter v. MongoDB, Inc.) and related shareholder derivative suits, for which the company states it cannot estimate any reasonably possible loss. The company acquired Voyage AI Innovations, Inc. in February 2025 for a purchase consideration of $160.9 million, and recorded goodwill of $119.96 million from that acquisition.

Dec 2, 2025 8-K

MongoDB 8-K Report, Financial Results (Dec 1, 2025)

MongoDB, Inc. (NASDAQ: MDB) reported financial results for its third quarter of fiscal 2026, the three months ended October 31, 2025, in a press release furnished as Exhibit 99.1 to this Form 8-K dated December 1, 2025. Total revenue was $628.3 million, up 19% year-over-year, with subscription revenue of $609.1 million (up 19%) and services revenue of $19.2 million (up 12%). Atlas revenue grew 30% year-over-year and made up 75% of total Q3 revenue. The company added 2,600 customers, bringing total customers to over 62,500 as of October 31, 2025. Profitability improved on a non-GAAP basis. GAAP loss from operations narrowed to $18.4 million from $27.9 million a year earlier, and GAAP net loss was $2.0 million, or $0.02 per share, versus $9.8 million, or $0.13 per share. Non-GAAP income from operations was $123.1 million, compared with $101.5 million, and non-GAAP net income was $114.5 million, or $1.32 per fully diluted share. Operating cash flow was $143.5 million and free cash flow was $140.1 million, against $37.4 million and $34.6 million in the prior-year quarter. The company had $2.3 billion in cash, cash equivalents, short-term investments and restricted cash at quarter end. Management raised its outlook. For the fourth quarter of fiscal 2026, MongoDB guided to revenue of $665.0 million to $670.0 million and non-GAAP income from operations of $139.0 million to $143.0 million. For full-year fiscal 2026, it guided to revenue of $2.434 billion to $2.439 billion, non-GAAP income from operations of $436.4 million to $440.4 million, and non-GAAP net income per share of $4.76 to $4.80. The filing also notes the appointment of CJ Desai as President and CEO, succeeding Dev Ittycheria.

Dec 1, 2025 8-K

MongoDB 8-K Report, Financial Results (Nov 3, 2025)

On November 3, 2025, MongoDB, Inc. (MDB) furnished an Item 2.02 notice with a press release containing preliminary, unaudited results for the third quarter ended October 31, 2025. The company said it expects to exceed the high end of its third-quarter fiscal 2026 guidance for revenue, non-GAAP income from operations, and non-GAAP earnings per share, driven by continued strength in Atlas. Finalized Q3 FY2026 results are scheduled to be reported on December 1, 2025, and the preliminary figures remain subject to revision because they have not yet been reviewed by the independent auditor. The filing also discloses a CEO transition under Item 5.02. Dev Ittycheria notified the company on October 29, 2025 of his intent to resign as President and Chief Executive Officer, effective November 9, 2025. Chirantan "CJ" Desai, formerly President of Product and Engineering at Cloudflare and previously President and COO at ServiceNow, will become President, CEO and a director effective November 10, 2025. Ittycheria will serve as an advisor under a one-year advisory agreement, remain on the Board until November 9, 2026, and receive a $100,000 annual salary. His unvested equity awards continue to vest until October 2, 2026, and awards scheduled to vest later will be forfeited. Desai's offer letter provides a $500,000 starting base salary, a 70% target cash bonus, a $2,500,000 sign-on bonus, and grants of $15,000,000 in service-vesting RSUs and $17,500,000 in performance-based RSUs. Severance terms include 12 months of base salary and COBRA premiums, with enhanced change-in-control protections. The offer letter and advisory agreement will be filed with the Form 10-Q for the quarter ended October 31, 2025.

Nov 3, 2025 8-K

MongoDB 8-K Report, Regulation FD Disclosure (Sep 17, 2025)

On September 17, 2025, MongoDB, Inc. (MDB) filed this Form 8-K under Item 7.01 (Regulation FD Disclosure) to furnish the presentation materials from its Investor Day, held that day via webcast. The filing itself contains no new financial results or guidance changes; the substance is in Exhibit 99.1, the investor presentation, which the company says was used by its leadership team (CEO Dev Ittycheria, CTO Jim Scharf, CFO Mike Berry, CMO May Petry, and SVP Fred Roma) to discuss strategy for sustainable growth and long-term shareholder value. The information is furnished, not filed, for Section 18 purposes. The presentation's central messages are that the company's market is large and growing (IDC data management software market figures shown from $105 billion in 2024 to $93 billion in 2025 and $65 billion in 2028 in the deck's series, with the company stating its market is greater than $100 billion), that AI expands its addressable market, that its document model differentiates it against relational databases, and that the Application Modernization Platform (AMP) is an incremental growth driver. Management reiterated that it is pursuing an OLTP market where it holds roughly 2% share on $2B+ of revenue. The presentation also set out long-term financial targets on a non-GAAP basis: high-teens average revenue growth, operating margin of 20%+ in the long-term model time frame, and FCF conversion of 80%+ over a 3-5 year period, alongside 100-200 basis points of average annual operating margin expansion. It presented updated fiscal 2026 guidance, with total revenue of $2,340 to $2,360 million and operating income of $321 to $331 million, and disclosed that first-half cash conversion was 104%.

Sep 17, 2025 10-Q

MongoDB Quarterly Report for Q2 Ended Jul 31, 2025

MongoDB, Inc. reported its 10-Q for the quarter ended July 31, 2025. Total revenue for the three months ended July 31, 2025 was $591.4 million, up 24% from $478.1 million a year earlier, with subscription revenue of $572.4 million (up 23%). MongoDB Atlas-related revenue was $439.0 million for the quarter, and the filing states that Atlas represented 74% of total revenue. Loss from operations narrowed to $65.3 million from $71.4 million, and net loss was $47.0 million, or $0.58 per share, compared with $54.5 million, or $0.74 per share, in the prior-year quarter. Gross margin declined to 71% from 73%, with the filing attributing the decline to rising Atlas revenue as a share of total revenue and higher third-party cloud infrastructure costs. For the six months ended July 31, 2025, total revenue was $1.14 billion, up 23%, and net cash provided by operating activities was $182.0 million, compared with $62.2 million a year earlier. Cash, cash equivalents, short-term investments and restricted cash totaled $2.3 billion as of July 31, 2025. The company repurchased 929,674 shares for $200.0 million during the six months, and in June 2025 its Board increased the aggregate repurchase authorization to $1.0 billion. The company acquired Voyage AI in February 2025 for a purchase consideration of $160.9 million, which increased goodwill to $189.6 million. The filing also describes a putative securities class action (Baxter v. MongoDB, Inc.) and a related shareholder derivative litigation. The company states it is unable to estimate any reasonably possible loss in the securities action, and a motion to dismiss remains pending. Management reports that the macroeconomic environment negatively affected growth of existing Atlas applications during the six months ended July 31, 2025, and it expects macroeconomic headwinds on growth rates for existing Atlas applications in the short term. Net ARR expansion rate was approximately 119% as of July 31, 2025.

Aug 27, 2025 8-K

MongoDB 8-K Report, Financial Results (Aug 26, 2025)

MongoDB, Inc. (NASDAQ: MDB) furnished a press release under Item 2.02 of this Form 8-K announcing financial results for the second quarter of fiscal 2026, the three months ended July 31, 2025. Total revenue was $591.4 million, up 24% year-over-year, with subscription revenue of $572.4 million (up 23%) and services revenue of $19.0 million (up 33%). Atlas revenue grew 29% year-over-year and represented 74% of total Q2 revenue. The company added 2,800 customers in the quarter, bringing total customers to over 59,900 as of July 31, 2025. Profitability was mixed on a GAAP basis but stronger on a non-GAAP basis. GAAP loss from operations narrowed to $65.3 million from $71.4 million a year earlier, and GAAP net loss was $47.0 million, or $0.58 per share. Non-GAAP income from operations rose to $86.8 million from $52.5 million, and non-GAAP net income was $87.2 million, or $1.00 per fully diluted share. Free cash flow was $69.9 million, compared with negative $4.0 million in the year-ago period, and cash, cash equivalents, short-term investments and restricted cash totaled $2.3 billion at quarter end. Management raised its guidance. For the third quarter of fiscal 2026, MongoDB expects revenue of $587.0 million to $592.0 million, non-GAAP income from operations of $66.0 million to $70.0 million, and non-GAAP net income per share of $0.76 to $0.79. For full fiscal 2026, it expects revenue of $2.34 billion to $2.36 billion, non-GAAP income from operations of $321.0 million to $331.0 million, and non-GAAP net income per share of $3.64 to $3.73.

Aug 26, 2025 8-K

MongoDB 8-K Report, Shareholder Vote Results (Jul 3, 2025)

MongoDB, Inc. held its Annual Meeting of Stockholders on June 30, 2025, and this Form 8-K reports the voting results on five proposals. Stockholders re-elected Francisco D'Souza, Charles M. Hazard, Jr. and Tom Killalea as Class II directors, each to serve until the 2028 Annual Meeting. Votes for D'Souza were 53,610,193 with 4,180,403 withheld, for Hazard 36,304,455 with 21,486,141 withheld, and for Killalea 51,573,580 with 6,217,016 withheld, with 9,590,233 broker non-votes reported for each director. Stockholders also approved, on a non-binding advisory basis, the compensation of the named executive officers, with 47,508,442 votes for and 10,120,841 against. In the advisory vote on frequency, the largest share of votes, 56,732,309, favored an annual frequency for future say-on-pay votes, and the stockholders approved that annual frequency. Stockholders ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending January 31, 2026, with 66,169,029 votes for and 1,142,941 against. Stockholders also approved a charter amendment limiting the liability of certain officers as permitted by Delaware law, with 50,001,328 votes for and 7,740,493 against. The filing states that more detailed descriptions of each proposal appear in the definitive proxy statement filed with the SEC on May 20, 2025. Investors should note that the filing reports the voting outcomes only and does not describe any new financial results or strategic actions.

Jul 3, 2025 8-K

MongoDB 8-K Report, Financial Results (Jun 4, 2025)

MongoDB, Inc. reported first quarter fiscal 2026 results for the three months ended April 30, 2025, furnishing its press release as Exhibit 99.1 under Item 2.02. Total revenue was $549.0 million, up 22% year-over-year, with subscription revenue of $531.5 million (up 22%) and services revenue of $17.5 million (up 28%). Atlas revenue grew 26% year-over-year and represented 72% of total first-quarter revenue. GAAP gross margin was 71% versus 73% a year earlier, and GAAP loss from operations narrowed to $53.6 million from $98.2 million. Non-GAAP income from operations was $87.4 million, compared with $32.8 million, and free cash flow was $105.9 million versus $61.0 million. The company had $2.5 billion in cash, cash equivalents, short-term investments and restricted cash as of April 30, 2025. The company added 2,600 customers in the quarter, bringing total customers to over 57,100 as of April 30, 2025. Management also announced an additional $800 million share repurchase authorization, which together with the previously announced $200 million brings the total buyback authorization to $1 billion. Mike Berry was appointed Chief Financial Officer. For the second quarter of fiscal 2026, MongoDB guided to revenue of $548.0 million to $553.0 million and non-GAAP income from operations of $55.0 million to $59.0 million. For full fiscal 2026, guidance calls for revenue of $2.250 billion to $2.290 billion, non-GAAP income from operations of $267.0 million to $287.0 million, and non-GAAP net income per share of $2.94 to $3.12. The company noted that GAAP reconciliations for forward guidance are not available without unreasonable efforts due to variability in stock-based compensation tied to its stock price.

Jun 4, 2025 10-Q

MongoDB Quarterly Report for Q1 Ended Apr 30, 2025

MongoDB, Inc. reported its first quarter of fiscal 2026 (three months ended April 30, 2025) with total revenue of $549.0 million, up 22% from $450.6 million a year earlier. Subscription revenue was $531.5 million, and MongoDB Atlas-related revenue was $395.9 million, or 72% of total revenue. Loss from operations narrowed to $53.6 million from $98.2 million, and net loss narrowed to $37.6 million, or $0.46 per share, from $80.6 million, or $1.10 per share. Gross margin declined to 71% from 73%, driven by higher third-party cloud infrastructure costs tied to Atlas growth. Operating cash flow was $109.9 million, compared with $63.6 million a year earlier. The company ended the quarter with cash, cash equivalents, short-term investments and restricted cash totaling $2.5 billion and an accumulated deficit of $1.9 billion. Management said the macroeconomic environment negatively affected growth of existing Atlas applications during the quarter and expects headwinds on that growth in the short term. The net ARR expansion rate was approximately 119%, and remaining performance obligations were $774.3 million, with about 58% expected to be recognized over the next 12 months. The company acquired Voyage AI for a preliminary purchase consideration of $160.9 million, and on June 3, 2025 the Board authorized an additional $800.0 million in repurchases, bringing the total authorization to $1.0 billion. No repurchases were made during the quarter. The filing also describes ongoing securities class action litigation (Baxter v. MongoDB, Inc.) and a related shareholder derivative suit, for which the company states it cannot estimate any reasonably possible loss at this time.

Jun 4, 2025 8-K

MongoDB 8-K Report, Executive Changes (Apr 28, 2025)

MongoDB, Inc. (NASDAQ: MDB) announced on April 28, 2025 the appointment of Michael J. Berry as Chief Financial Officer, effective May 27, 2025. Berry, age 62, most recently served as Executive Vice President and Chief Financial Officer of NetApp, Inc. from March 2020 through May 2025, and previously held CFO roles at McAfee, FireEye, Informatica, IO Data Centers, SolarWinds and i2 Technologies. He will lead the company's accounting, FP&A, treasury and investor relations efforts and partner with senior leadership on long-term strategic and financial objectives. Under his offer letter, Berry receives a starting annual base salary of $350,000 and a target cash bonus opportunity of 65% of base salary. He will also receive two RSU grants under the 2016 Equity Incentive Plan: a new hire grant valued at approximately $9,000,000 and a sign-on bonus grant valued at approximately $3,000,000, each vesting over four years with 25% vesting after 12 months and the balance in equal quarterly installments. The company also entered into its standard indemnification agreement with him. The filing states there are no related party transactions reportable under Item 404(a) of Regulation S-K. The company also stated it will report first quarter fiscal 2026 results for the three months ended April 30, 2025 after market close on June 4, 2025, with a conference call at 5:00 p.m. Eastern Time that day. The 8-K's Exhibit 99.1 press release is furnished under Item 7.01 and is not deemed filed for Section 18 purposes.

Apr 28, 2025 8-K

MongoDB 8-K Report, Executive Changes (Apr 21, 2025)

MongoDB, Inc. reported in this Form 8-K filed April 21, 2025 that Srdjan ("Serge") Tanjga, its Interim Chief Financial Officer and principal financial officer, has notified the Company of his intent to resign, effective May 8, 2025. The filing states there are no material changes to Mr. Tanjga's compensatory arrangement as a result of his planned resignation. The Company stated it is in advanced discussions with a qualified candidate and expects to announce the appointment of a new chief financial officer within the next 7-10 days. For investors, the key near-term item is the leadership transition in the finance function, with the successor's identity and start timing still to be disclosed. The filing contains no financial results, guidance, or other operating data. Its only other content is a standard cautionary note on forward-looking statements, which refers investors to the Company's most recent Form 10-K and Form 10-Q filings for risk factors.

Apr 21, 2025 10-K

MongoDB Annual Report, Year Ended Jan 31, 2025

MongoDB, Inc. reported fiscal 2025 (year ended January 31, 2025) total revenue of $2,006.4 million, up from $1,683.0 million in fiscal 2024 and $1,284.0 million in fiscal 2023, with a 19% increase in total revenue for fiscal 2025. Subscription revenue was $1,943.9 million, and MongoDB Atlas represented 70% of total revenue versus 66% in the prior year. The company narrowed its net loss to $129.1 million from $176.6 million, though it still reported losses in every period since inception and an accumulated deficit of $1.8 billion. Operating cash flow was $150.2 million, and cash, cash equivalents, short-term investments and restricted cash totaled $2.3 billion at year-end. The filing highlights a slowdown in growth for existing MongoDB Atlas applications attributed to adverse macroeconomic conditions, which management expects to continue to weigh on revenue growth in the short term. The net ARR expansion rate was approximately 118% as of January 31, 2025, which management notes is below the historically over 120% level, attributing the decline to a smaller contribution from expanding customers. Customers grew to over 54,500 from over 47,800 a year earlier. The filing also discloses a putative securities class action (Baxter v. MongoDB, Inc.) alleging material misstatements regarding sales strategy and financial results, along with a related shareholder derivative lawsuit, which the company intends to vigorously defend. The 2026 convertible notes were redeemed in December 2024, with approximately $1.1 billion converted into common stock.

Mar 21, 2025 8-K

MongoDB 8-K Report, Financial Results (Mar 5, 2025)

On March 5, 2025, MongoDB, Inc. reported financial results for the fourth quarter and full fiscal year ended January 31, 2025. Fourth-quarter total revenue was $548.4 million, up 20% year-over-year, with Atlas revenue up 24% year-over-year and making up 71% of total Q4 revenue. Full-year fiscal 2025 total revenue was $2.01 billion, up 19% year-over-year. GAAP net income for the quarter was $15.8 million, or $0.20 per basic share, compared with a net loss of $55.5 million a year earlier. Non-GAAP net income was $108.4 million, or $1.28 per share, and free cash flow was $22.9 million for the quarter. As of January 31, 2025, the company held $2.3 billion in cash, cash equivalents, short-term investments and restricted cash. The company guided first-quarter fiscal 2026 revenue to $524.0 million to $529.0 million and full-year fiscal 2026 revenue to $2.240 billion to $2.280 billion. The full-year guidance assumes non-Atlas revenue will decline high-single digits in percentage terms. Management expects stable Atlas consumption growth in fiscal 2026, which it calls the main growth driver. Non-GAAP net income per share guidance is $0.63 to $0.67 for the first quarter and $2.44 to $2.62 for the full year. The filing also reports that MongoDB acquired Voyage AI, completed the redemption of its 2026 Convertible Notes, eliminating all debt from the balance sheet, and announced a stock repurchase program of up to $200 million, which the company says is intended to offset the dilutive impact of the Voyage AI acquisition consideration. The repurchase program has no obligation to buy any particular amount and may be suspended or modified at any time.

Mar 5, 2025 8-K

MongoDB 8-K Report, Regulation FD Disclosure (Feb 24, 2025)

On February 24, 2025, MongoDB, Inc. (MDB) filed a Form 8-K under Item 7.01 (Regulation FD Disclosure) reporting that it had issued a press release announcing its acquisition of Voyage AI Innovations, Inc. The press release, furnished as Exhibit 99.1, states that the company has acquired Voyage AI, a developer of embedding and reranking models intended to improve information retrieval for AI applications. MongoDB says the technology will be integrated with its database to help organizations build AI applications with more accurate and reliable results, and says Voyage AI's models will remain available through voyage.ai, AWS Marketplace, and Azure Marketplace, with further MongoDB integrations launching later this year. The filing does not disclose the purchase price or other financial terms of the acquisition. The 8-K's forward-looking statements cautionary language specifically flags risks that include the company's ability to integrate Voyage AI and achieve the expected benefits, unexpected costs or expenses from the acquisition, and litigation relating to the acquisition. The Item 7.01 information is furnished rather than filed, so it is not subject to the liabilities of Section 18 of the Exchange Act. For investors, the filing is primarily an announcement of a strategic AI-related tuck-in acquisition. Its key open questions concern deal economics and how the business will be integrated, which the filing does not quantify.

Feb 24, 2025 8-K

MongoDB 8-K Report, Executive Changes (Feb 6, 2025)

MongoDB, Inc. filed this Current Report on Form 8-K under Item 5.02 to disclose a leadership change in its finance function. Effective February 1, 2025, the Company appointed Srdjan ("Serge") Tanjga as Interim Chief Financial Officer, and he will serve as the Company's principal financial officer. The filing states that, as previously disclosed, Michael Gordon ceased serving as Chief Operating Officer and Chief Financial Officer effective January 31, 2025. Mr. Tanjga, age 46, has served as Senior Vice President, Finance at the Company since February 2021, and previously served as Vice President of Finance and Business Operations from May 2019 to February 2021. Before joining the Company, he worked at Emerging Sovereign Group, a subsidiary of the Carlyle Group, as Managing Director, and held leadership roles at Harvard Management Company and 40 North Industries. He holds a B.A. and an MBA from Harvard University. The filing states there is no arrangement or understanding under which he was selected, no family relationship with any director or executive officer, and no related-party transactions reportable under Item 404(a) of Regulation S-K. In connection with the appointment, the Company and Mr. Tanjga entered into the Company's standard form of indemnification agreement, previously filed as Exhibit 10.5 to the Form S-1 filed September 21, 2017. The filing's only listed exhibit under Item 9.01 is the Cover Page Interactive Data File embedded within the Inline XBRL document.

Feb 6, 2025 8-K

MongoDB 8-K Report, Unregistered Securities Sale (Dec 20, 2024)

MongoDB, Inc. filed this Form 8-K under Item 3.02 (Unregistered Sales of Equity Securities) to report the settlement of its 0.25% Convertible Senior Notes due 2026. The company had issued a notice of redemption on October 16, 2024, announcing it would redeem all outstanding Notes on December 16, 2024 (the Redemption Date). Holders of approximately $1,150 million aggregate principal amount elected to convert during the Conversion Period, which ended at the close of business on December 13, 2024. In exchange, the company delivered 5,662,979 shares of its Common Stock, par value $0.001 per share, plus cash in lieu of any fractional shares. The issuance of these Conversion Shares was exempt from Securities Act registration under Section 3(a)(9). On the Redemption Date, the company redeemed the remaining $349,000 aggregate principal amount of Notes that had not been surrendered for conversion, at a cash redemption price of approximately $349,366, including accrued and unpaid interest. For investors, the filing shows that the Notes were largely settled through conversion into common stock, with the balance retired for cash. The filing also includes the Cover Page Interactive Data File (Inline XBRL) as its only listed exhibit under Item 9.01.

Dec 20, 2024 10-Q

MongoDB Quarterly Report for Q3 Ended Oct 31, 2024

MongoDB, Inc. reported results for the quarter ended October 31, 2024. Total revenue was $529.4 million for the three months, up from $432.9 million a year earlier, and $1,458.0 million for the nine months versus $1,225.0 million. Subscription revenue made up 97% of total revenue. Net loss narrowed to $9.8 million for the quarter from $29.3 million, but widened to $144.9 million for the nine months from $121.1 million. Management attributes the nine-month loss increase primarily to higher sales and marketing and research and development spending. Operating cash flow was $99.7 million for the nine months, compared with $66.9 million a year earlier. The balance sheet shows cash and cash equivalents of $673.1 million and short-term investments of $1,629.0 million, with total liquidity of $2.3 billion. The company issued a notice on October 16, 2024 to redeem all outstanding 2026 convertible senior notes on December 16, 2024. As of December 10, 2024, $1.0 billion of principal remained outstanding, to be settled in common stock or cash. Management said the macroeconomic environment slowed growth of existing Atlas applications, and that it expects this to continue to weigh on revenue growth for the rest of the year. The net ARR expansion rate was approximately 120%, and the company had over 52,600 customers. The filing also discloses a putative securities class action (Baxter v. MongoDB, Inc.) filed July 9, 2024, and a related shareholder derivative suit filed October 7, 2024. The company says it cannot estimate any reasonably possible loss from these matters and intends to vigorously defend itself.

Dec 10, 2024 8-K

MongoDB 8-K Report, Financial Results (Dec 9, 2024)

MongoDB, Inc. (NASDAQ: MDB) reported third quarter fiscal 2025 results for the three months ended October 31, 2024, in a press release furnished as Exhibit 99.1. Total revenue was $529.4 million, up 22% year-over-year, with subscription revenue of $512.2 million (up 22%) and services revenue of $17.2 million (up 18%). Atlas revenue grew 26% year-over-year and represented 68% of total Q3 revenue. GAAP loss from operations narrowed to $27.9 million from $45.2 million a year earlier, and non-GAAP income from operations was $101.5 million versus $78.5 million. Net loss was $9.8 million, or $0.13 per share, compared with $29.3 million, or $0.41 per share, a year earlier. Free cash flow was $34.6 million, and the company had $2.3 billion in cash, cash equivalents, short-term investments and restricted cash as of October 31, 2024. The company issued fourth quarter and full year fiscal 2025 guidance, projecting Q4 revenue of $515.0 million to $519.0 million and full-year revenue of $1.973 billion to $1.977 billion. Non-GAAP net income per share guidance is $0.62 to $0.65 for Q4 and $3.01 to $3.03 for the full year. The filing also reports a leadership change: Chief Operating Officer and Chief Financial Officer Michael Gordon will step down effective January 31, 2025, and will then serve as an advisor. The company has started a CFO search, and Serge Tanjga, Senior Vice President of Finance, will serve as interim CFO from February 1, 2025 if no permanent successor is named by then. Cedric Pech, the Chief Revenue Officer, was promoted to President, Field Operations, effective immediately. For investors, the key items are the strong top-line growth and Atlas momentum alongside a CFO transition during a period of finance leadership change. Customer count reached more than 52,600 as of October 31, 2024, including 51,100+ Atlas customers and 2,314 customers above $100,000 in annualized recurring revenue.

Dec 9, 2024 8-K

MongoDB 8-K Report, Bylaw Amendment (Nov 20, 2024)

MongoDB, Inc. (MDB) filed this Current Report on Form 8-K under Item 5.03 to disclose amendments to its bylaws. On November 14, 2024, the Board of Directors, acting on the recommendation of the Nominating and Corporate Governance Committee, approved and adopted Amended and Restated Bylaws effective that same day. The changes were made to clarify and implement procedural and disclosure requirements for stockholders proposing director nominations, in connection with the SEC's universal proxy rules under Rule 14a-19 of the Exchange Act. The restated bylaws tighten the process for stockholder-nominated directors. Among other changes, they require nominating stockholders to comply with Rule 14a-19, including a representation that they intend to solicit holders of at least 67% of the voting power entitled to vote on director elections, and they require nominees to complete a questionnaire and provide other information the Company may reasonably request. They also expand disclosure requirements about nominating stockholders and their affiliates, and require that any stockholder soliciting proxies use a proxy card color other than white, which is reserved exclusively for the Board. Other changes are described as technical, conforming, clarifying, and modernizing revisions, including removing provisions no longer applicable because the Final Conversion Date, as defined in the Company's Amended and Restated Certificate of Incorporation, has occurred. The filing does not report any financial results or financial impact. Its significance is primarily governance-related, affecting how shareholders can nominate directors and bring other business before the Company's annual or special meetings. The full text of the Restated Bylaws is filed as Exhibit 3.1.

Nov 20, 2024 8-K

MongoDB 8-K Report, Corporate Update (Oct 16, 2024)

MongoDB, Inc. (MDB) issued a notice of redemption on October 16, 2024, for all $1,149,972,000 aggregate principal amount outstanding of its 0.25% Convertible Senior Notes due 2026. The Notes were issued under an Indenture dated January 14, 2020, between the Company and U.S. Bank Trust Company, National Association (as successor in interest to U.S. Bank National Association), as Trustee. The Notes will be redeemed on December 16, 2024 (the Redemption Date) at a cash redemption price equal to 100% of principal amount, plus accrued and unpaid interest from July 15, 2024 to, but excluding, the Redemption Date. Interest stops accruing on and after the Redemption Date. Holders may convert Notes called for redemption at any time before 5:00 p.m. New York City time on December 13, 2024 (the Conversion Deadline). For conversions after the redemption notice date and before the Conversion Deadline, the conversion rate is 4.9260 shares of common stock per $1,000 principal amount, which includes an increase of 0.1911 additional shares per $1,000 principal amount due to the call for redemption. The Company has elected to settle these conversions by delivering common stock, plus cash in lieu of fractional shares (physical settlement). The conversion rate remains subject to adjustment under the Indenture.

Oct 16, 2024 10-Q

MongoDB Quarterly Report for Q2 Ended Jul 31, 2024

MongoDB, Inc. reported results for the three and six months ended July 31, 2024. Total revenue for the quarter was $478.1 million, up from $423.8 million a year earlier, driven by higher subscription revenue from Direct Sales Customers. Subscription revenue was $463.8 million and Atlas-related revenue was $339.7 million in the quarter. Net loss widened to $54.5 million from $37.6 million, primarily due to higher sales and marketing and research and development spending. Loss from operations was $71.4 million for the quarter, compared with $49.0 million a year earlier. For the six months, total revenue was $928.7 million versus $792.1 million, while net loss increased to $135.1 million from $91.8 million. Operating cash flow was $62.2 million, compared with $28.4 million in the prior-year period. Cash, cash equivalents, short-term investments and restricted cash totaled $2.3 billion at July 31, 2024. The company said its net ARR expansion rate was approximately 119%, compared with historically being over 120%, and that the macroeconomic environment slowed growth of existing Atlas applications. Management stated that it expects this macroeconomic pressure on revenue growth to continue for the remainder of the year. The filing also discloses a putative securities class action, Baxter v. MongoDB, Inc., filed July 9, 2024, alleging material misstatements regarding sales strategy and financial results for purchasers between August 31, 2023 and May 30, 2024. The company intends to vigorously defend the case. The 2024 convertible notes were settled, with the company receiving $170.6 million from the related capped calls in June 2024.

Aug 30, 2024 8-K

MongoDB 8-K Report, Financial Results (Aug 29, 2024)

MongoDB, Inc. furnished a press release under Item 2.02 reporting financial results for the three months ended July 31, 2024 (fiscal Q2 2025). Total revenue was $478.1 million, up 13% year-over-year, with subscription revenue of $463.8 million, up 13%. Atlas revenue grew 27% year-over-year and represented 71% of total Q2 revenue. Customer count reached over 50,700 as of July 31, 2024, and customers with $100,000 or more in ARR reached 2,189. Profitability remained negative on a GAAP basis. Loss from operations was $71.4 million versus $49.0 million a year earlier, and net loss was $54.5 million, or $0.74 per share. Gross margin was 73% on a GAAP basis, compared with 75% in the year-ago period. Non-GAAP income from operations was $52.5 million, compared with $79.1 million a year earlier, and non-GAAP net income was $59.0 million, or $0.70 per diluted share. Free cash flow was negative $4.0 million, compared with negative $27.3 million in the year-ago period. Cash, cash equivalents, short-term investments and restricted cash totaled $2.3 billion as of July 31, 2024. The company guided third-quarter fiscal 2025 revenue to $493.0 million to $497.0 million and full-year fiscal 2025 revenue to $1.92 billion to $1.93 billion. Non-GAAP net income per share guidance is $0.65 to $0.68 for the third quarter and $2.33 to $2.47 for the full year. The filing states that GAAP reconciliations for forward-looking non-GAAP guidance are not available without unreasonable efforts, citing variability in stock-based compensation tied to share price.

Aug 29, 2024 8-K

MongoDB 8-K Report, Shareholder Vote Results (Jun 28, 2024)

On June 25, 2024, MongoDB, Inc. held its Annual Meeting of Stockholders, where stockholders voted on three proposals described in the company's definitive proxy statement filed May 16, 2024. Roelof Botha, Dev Ittycheria and Ann Lewnes were each elected as Class I directors to serve until the 2027 Annual Meeting. Botha received 34,836,881 votes for and 22,488,981 withheld, Ittycheria received 47,573,234 for and 9,752,628 withheld, and Lewnes received 56,939,656 for and 386,206 withheld. Each nominee also had 9,306,416 broker non-votes. Stockholders approved, on a non-binding advisory basis, the compensation of the company's named executive officers, with 50,508,282 votes for, 6,763,044 against and 54,536 abstentions. The filing also reports 9,306,416 broker non-votes on this proposal. Stockholders ratified the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending January 31, 2025, with 66,045,427 votes for, 518,284 against and 68,567 abstentions. This 8-K reports voting results only and contains no financial results or guidance.

Jun 28, 2024 10-Q

MongoDB Quarterly Report for Q1 Ended Apr 30, 2024

MongoDB, Inc. reported its 10-Q for the quarter ended April 30, 2024. Total revenue rose to $450.6 million from $368.3 million a year earlier, with subscription revenue of $436.9 million versus $354.7 million. Subscriptions were 97% of total revenue, and MongoDB Atlas revenue represented 70% of total revenue compared with 65% in the prior-year quarter. The company's net loss widened to $80.6 million, or $1.10 per share, from $54.2 million, or $0.77 per share, driven by higher sales and marketing and research and development spending. Loss from operations was $98.2 million versus $68.5 million a year earlier. Cash flow and liquidity remained solid. Operating cash flow was $63.6 million compared with $53.7 million, and cash, cash equivalents, short-term investments and restricted cash totaled $2.1 billion as of April 30, 2024. The company said it believes existing cash and short-term investments will be sufficient for at least the next 12 months. The company also elected to cash settle the Capped Calls associated with its 2024 Notes, which carried a derivative asset fair value of $170.2 million, with settlement expected in June 2024. The 2026 Notes became convertible from May 1, 2024 through July 31, 2024 after the conditional conversion feature was triggered. Management cited slower-than-historical growth in existing MongoDB Atlas applications due to macroeconomic conditions and expects that headwind to continue in the near term. Customers rose to over 49,200 from over 43,100, and the net ARR expansion rate has consistently been over 120%, per the filing. Stock-based compensation was $120.8 million in the quarter, a significant component of the operating loss.

May 31, 2024 8-K

MongoDB 8-K Report, Financial Results (May 30, 2024)

MongoDB, Inc. (NASDAQ: MDB) furnished a press release under Item 2.02 of this Form 8-K announcing financial results for the first quarter of fiscal 2025, the three months ended April 30, 2024. Total revenue was $450.6 million, up 22% year-over-year, with subscription revenue of $436.9 million (up 23%) and services revenue of $13.7 million (up 1%). MongoDB Atlas revenue grew 32% year-over-year and represented 70% of total Q1 revenue. The company reported a GAAP net loss of $80.6 million, or $1.10 per share, and non-GAAP net income of $42.7 million, or $0.51 per diluted share. Free cash flow was $61.0 million, compared with $51.8 million in the year-ago period. Customer count reached over 49,200 as of April 30, 2024. CEO Dev Ittycheria said the quarter was solid but that the company had a slower than expected start to the year for both Atlas consumption growth and new workload wins, which he said will have a downstream impact for the remainder of fiscal 2025. He also highlighted AI as a catalyst for modernizing legacy workloads and positioned MongoDB's document-based architecture for AI-powered applications. For fiscal 2025, the company guided to second-quarter revenue of $460.0 million to $464.0 million and full-year revenue of $1.88 billion to $1.90 billion. Non-GAAP income from operations guidance is $35.0 million to $38.0 million for Q2 and $168.0 million to $183.0 million for the full year, and non-GAAP net income per share guidance is $0.46 to $0.49 for Q2 and $2.15 to $2.30 for the full year. The company stated that GAAP reconciliations for forward-looking non-GAAP guidance are not available without unreasonable efforts due to variability in stock-based compensation.

May 30, 2024 10-K

MongoDB Annual Report, Year Ended Jan 31, 2024

MongoDB, Inc. (Nasdaq: MDB) reported fiscal year 2024 (ended January 31, 2024) total revenue of $1.68 billion, up from $1.28 billion in fiscal 2023, with subscription revenue of $1.63 billion. MongoDB Atlas, its multi-cloud database-as-a-service offering, represented 66% of total revenue, versus 63% in the prior year. The company's net loss narrowed to $176.6 million from $345.4 million, though it remains unprofitable and reported an accumulated deficit of $1.7 billion. Operating cash flow turned positive at $121.5 million, compared with $(13.0) million in fiscal 2023. The filing states that the macroeconomic environment negatively affected the business, with slower-than-historical growth in existing Atlas applications. Management expects this headwind on growth in existing Atlas applications to persist in the short term. Stock-based compensation was $456.9 million, and sales and marketing expense was 47% of revenue, versus 54% in the prior year. Customers exceeded 47,800 as of January 31, 2024, and the company stated its net ARR expansion rate has consistently been over 120%. The filing also discloses a December 2023 security incident in which a third-party application flaw allowed unauthorized access to certain corporate applications, including customer contact information and account metadata; the company reports finding no evidence of unauthorized access to Atlas clusters. The 2026 convertible senior notes ($1.15 billion principal) became convertible at holders' option from February 1, 2024 through April 30, 2024 after the share price condition was met, though the company stated its current intent is to settle principal in cash.

Mar 15, 2024 8-K

MongoDB 8-K Report, Financial Results (Mar 7, 2024)

MongoDB, Inc. (NASDAQ: MDB) reported results for its fourth quarter and full fiscal year 2024 (ended January 31, 2024) in a press release furnished as Exhibit 99.1 under Item 2.02 of this Form 8-K. Fourth-quarter total revenue was $458.0 million, up 27% year-over-year, with subscription revenue of $444.9 million (up 28%). Full-year fiscal 2024 total revenue was $1.68 billion, up 31%, and MongoDB Atlas revenue grew 34% year-over-year and represented 68% of total Q4 revenue. Gross margin on a GAAP basis was 75% for both the quarter and the year, and non-GAAP gross margin was 77%. The company reported a GAAP net loss of $55.5 million ($0.77 per share) for the quarter and $176.6 million ($2.48 per share) for the full year, while non-GAAP net income was $71.1 million ($0.86 per diluted share) for the quarter and $274.2 million ($3.33 per diluted share) for the year. Cash generation improved meaningfully. The company generated $121.5 million of operating cash flow for fiscal 2024, compared with $13.0 million of cash used in operations a year earlier, and free cash flow of $109.9 million versus negative $24.7 million. As of January 31, 2024, MongoDB held $2.0 billion in cash, cash equivalents, short-term investments and restricted cash. Total customers reached more than 47,800, and customers with at least $100,000 in annualized recurring revenue rose to 2,052. The outlook for fiscal 2025 is more cautious on the top line. The company guided full-year fiscal 2025 revenue to $1.90 billion to $1.93 billion and non-GAAP income from operations to $186.0 million to $201.0 million, with non-GAAP net income per share of $2.27 to $2.49. The guidance reflects the impact of over $80 million of fiscal 2024 revenue, related to multi-year term licenses and unused Atlas commitments, that MongoDB does not expect to realize in fiscal 2025. First-quarter fiscal 2025 revenue guidance is $436.0 million to $440.0 million.

Mar 7, 2024 10-Q

MongoDB Quarterly Report for Q3 Ended Oct 31, 2023

MongoDB, Inc. reported its 10-Q for the quarter ended October 31, 2023. Total revenue for the three months ended October 31, 2023 was $432.9 million, up from $333.6 million, and for the nine months was $1,225.0 million, up from $922.7 million. Net loss narrowed to $29.3 million for the quarter from $84.8 million a year earlier, and to $121.1 million for the nine months from $281.0 million. Subscription revenue made up 97% of total revenue, and MongoDB Atlas represented 66% of revenue for the quarter. Management said the macroeconomic environment continued to negatively affect growth of existing Atlas applications and expects that headwind to continue for the remainder of the year. Balance sheet and cash flow were stable. Cash, cash equivalents, short-term investments and restricted cash totaled $1.9 billion at October 31, 2023. Net cash provided by operating activities was $66.9 million for the nine months, compared with $(38.8) million a year earlier. Deferred revenue declined to $320.8 million from $460.3 million at January 31, 2023. The company has $1.15 billion of 0.25% convertible senior notes due 2026 outstanding. Their conditional conversion feature was triggered in the quarter, so the notes are convertible from November 1, 2023 through January 31, 2024. The company also acquired the assets of Grainite, Inc. on September 27, 2023 for $15.0 million in cash. Operating efficiency improved. Gross margin rose to 75% from 72%, and loss from operations narrowed to $45.2 million for the quarter from $82.9 million. The company reported over 46,400 customers, up from over 39,100, and a net ARR expansion rate that has consistently been over 120%. The 10-Q also discloses an ongoing patent lawsuit by Realtime Data LLC, in which the Federal Circuit affirmed the district court's ruling for the company and Realtime filed a petition for certiorari on October 31, 2023.

Dec 7, 2023 8-K

MongoDB 8-K Report, Financial Results (Dec 5, 2023)

MongoDB, Inc. (NASDAQ: MDB) reported third quarter fiscal 2024 results for the three months ended October 31, 2023, in a press release furnished as Exhibit 99.1. Total revenue was $432.9 million, up 30% year-over-year, with subscription revenue of $418.3 million (up 30%) and services revenue of $14.6 million (up 13%). GAAP loss from operations narrowed to $45.2 million from $82.9 million a year earlier, while non-GAAP income from operations rose to $78.5 million from $19.8 million. GAAP net loss was $29.3 million, or $0.41 per share, versus $84.8 million, or $1.23 per share, a year earlier. Operating cash flow was $38.4 million and free cash flow was $35.0 million, compared with negative free cash flow of $8.4 million in the prior-year period. The company issued full-year fiscal 2024 guidance of $1.654 billion to $1.658 billion in revenue and $2.89 to $2.91 in non-GAAP net income per share, and fourth-quarter revenue guidance of $429.0 million to $433.0 million. The company had $1.9 billion in cash, cash equivalents, short-term investments and restricted cash as of October 31, 2023, and total customers reached over 46,400, including 1,972 customers above $100,000. The release highlighted general availability of MongoDB Atlas Vector Search and Atlas Search Nodes, along with new generative AI integrations. Separately, on December 1, 2023, the Board increased its size from nine to ten directors and appointed Ann Lewnes as an independent director, effective December 5, 2023, with a seat on the Compensation Committee. Ms. Lewnes will receive a $30,000 annual board retainer, a $7,500 annual Compensation Committee retainer, and an initial RSU award with a grant date value of $410,000 vesting annually over three years.

Dec 5, 2023 10-Q

MongoDB Quarterly Report for Q2 Ended Jul 31, 2023

MongoDB, Inc. reported results for the three and six months ended July 31, 2023 in this Form 10-Q. Total revenue for the quarter was $423.8 million, up from $303.7 million a year earlier, and subscription revenue was $409.3 million. Net loss narrowed to $37.6 million from $118.9 million, and loss from operations improved to $49.0 million from $114.8 million. For the six months, revenue was $792.1 million versus $589.1 million, and operating cash flow was $28.4 million compared with $(33.1) million in the prior-year period. The company ended the quarter with cash and cash equivalents of $607.2 million and short-term investments of $1.29 billion, which the filing describes as total principal sources of liquidity of $1.9 billion. Its 0.25% convertible senior notes due 2026 carry a principal balance of $1.15 billion, and the filing states that the notes became convertible from August 1, 2023 through October 31, 2023 after the conditional conversion trigger was met. Management said macroeconomic conditions created slower-than-historical growth for existing MongoDB Atlas applications and expects that headwind to continue for the remainder of the year. The filing also reports that the Federal Circuit affirmed the district court's dismissal in the Realtime Data patent litigation on August 2, 2023, and that the company reported 45,000 customers and 1,855 customers with $100,000 or greater in ARR as of July 31, 2023.

Sep 1, 2023 8-K

MongoDB 8-K Report, Financial Results (Aug 31, 2023)

MongoDB, Inc. (NASDAQ: MDB) filed this Form 8-K on August 31, 2023 under Item 2.02 (Results of Operations and Financial Condition) to furnish a press release announcing its financial results for the second quarter of fiscal 2024, the three months ended July 31, 2023. Total revenue was $423.8 million, up 40% year-over-year, with subscription revenue of $409.3 million (up 40%) and services revenue of $14.5 million (up 20%). Gross margin was 75% on a GAAP basis and 78% on a non-GAAP basis. The GAAP loss from operations narrowed to $49.0 million from $114.8 million a year earlier, while non-GAAP income from operations was $79.1 million versus a non-GAAP loss of $12.4 million. GAAP net loss was $37.6 million, or $0.53 per share, compared with $118.9 million, or $1.74 per share, in the prior-year period. Non-GAAP net income was $76.7 million, or $0.93 per diluted share. Cash flow was weaker: operating cash flow was negative $25.3 million and free cash flow was negative $27.3 million for the quarter. MongoDB ended the quarter with $1.9 billion in cash, cash equivalents, short-term investments and restricted cash. Customer count reached over 45,000 as of July 31, 2023, up from 37,000+ a year earlier, and MongoDB Atlas revenue was up 38% year-over-year and 63% of total Q2 revenue. Management pointed to new products announced at MongoDB.local NYC, including Atlas Vector Search, Atlas Stream Processing and general availability of Relational Migrator, along with an expanded Google Cloud partnership for generative AI. For the third quarter of fiscal 2024, the company guided to revenue of $400.0 million to $404.0 million and non-GAAP income from operations of $41.0 million to $44.0 million. For full-year fiscal 2024 it guided to revenue of $1.596 billion to $1.608 billion, non-GAAP income from operations of $189.0 million to $197.0 million, and non-GAAP net income per share of $2.27 to $2.35. The company stated that reconciliations of forward-looking non-GAAP guidance to GAAP measures are not available without unreasonable efforts.

Aug 31, 2023 8-K

MongoDB 8-K Report, Shareholder Vote Results (Jun 30, 2023)

MongoDB, Inc. filed this Form 8-K to report the results of its Annual Meeting of Stockholders, held on June 27, 2023. Stockholders elected three Class III directors, Archana Agrawal, Hope Cochran and Dwight Merriman, to serve until the 2026 Annual Meeting. Each received more votes for than withheld, with Agrawal receiving 43,926,803 votes for and 9,269,127 withheld, Cochran 39,234,597 for and 13,961,333 withheld, and Merriman 42,774,905 for and 10,421,025 withheld. Each nominee also had 10,029,571 broker non-votes. Stockholders also approved, on a non-binding advisory basis, the compensation of the company's named executive officers, with 46,165,114 votes for, 6,373,129 against, 657,687 abstentions and 10,029,571 broker non-votes. Stockholders additionally ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending January 31, 2024, with 63,021,081 votes for, 181,341 against and 23,079 abstentions. The filing reports the outcome of routine shareholder votes and does not disclose new financial results, guidance or transactions. The detailed description of each proposal appears in the definitive proxy statement filed on May 17, 2023.

Jun 30, 2023 8-K

MongoDB 8-K Report, Executive Changes (Jun 28, 2023)

MongoDB, Inc. (MDB) filed this Current Report on Form 8-K to disclose two leadership changes. First, the Company and Mark Porter, its Chief Technology Officer, determined that Mr. Porter will step down effective July 3, 2023. The Company expects to enter into a separation agreement with Mr. Porter providing for a general release and waiver of claims, with severance benefits consistent with his Amended and Restated Offer Letter dated December 21, 2021. Second, John D. McMahon, a Class I director and member of the Compensation Committee, notified the Company on June 27, 2023 that he will not stand for reelection at the 2024 Annual Meeting of Stockholders and will resign effective on the date of that meeting. The filing states that his decision was not based on any disagreement with the Company's operations, policies, or practices, and the Company thanked him for his long service. For investors, the filing describes a senior technology executive departure and a planned board transition, with no financial figures disclosed in this filing.

Jun 28, 2023 10-Q

MongoDB Quarterly Report for Q1 Ended Apr 30, 2023

MongoDB, Inc. reported results for the three months ended April 30, 2023 in its Form 10-Q. Total revenue rose to $368.3 million from $285.4 million a year earlier, with subscription revenue of $354.7 million, driven mainly by increased subscription revenue from Direct Sales Customers. Net loss narrowed to $54.2 million from $77.3 million, helped by higher revenue and $18.0 million of interest income, partly offset by higher sales and marketing and research and development spending. Operating cash flow was $53.7 million, compared with $11.6 million a year earlier. The company said the macroeconomic environment continued to weigh on growth of existing MongoDB Atlas applications, and it expects macroeconomic headwinds on that growth in the short term. Total customers were over 43,100 as of April 30, 2023, up from over 35,200, and MongoDB Atlas customers were over 41,600, up from over 33,700. Cash, cash equivalents, restricted cash and short-term investments totaled $1.9 billion, and the company stated that existing cash and short-term investments are sufficient to fund operating and capital needs for at least the next 12 months. The balance sheet shows an accumulated deficit of $1.6 billion and $1.15 billion of 0.25% convertible senior notes due 2026 with a net carrying amount of $1.14 billion. The 2026 Notes are not convertible from May 1, 2023 through July 31, 2023 because the conversion trigger was not met. Remaining performance obligations were $470.7 million, with approximately 59% expected to be recognized over the next 12 months.

Jun 2, 2023 8-K

MongoDB 8-K Report, Financial Results (Jun 1, 2023)

MongoDB, Inc. furnished a press release under Item 2.02 reporting financial results for the first quarter of fiscal 2024, the three months ended April 30, 2023. Total revenue was $368.3 million, up 29% year-over-year, with subscription revenue of $354.7 million (up 29%) and services revenue of $13.6 million (up 25%). MongoDB Atlas revenue grew 40% year-over-year and represented 65% of total Q1 revenue. GAAP net loss narrowed to $54.2 million, or $0.77 per share, from $77.3 million, or $1.14 per share, a year earlier. Non-GAAP net income was $45.3 million, or $0.56 per diluted share, versus $15.2 million, or $0.20, in the year-ago period. Profitability and cash generation improved. GAAP gross margin was 74% and non-GAAP gross margin was 76%. Loss from operations was $68.5 million, compared with $75.9 million a year earlier, and non-GAAP income from operations was $43.7 million, compared with $17.5 million. Operating cash flow was $53.7 million and free cash flow was $51.8 million, against $11.6 million and $8.4 million in the prior-year period. The company held $1.9 billion in cash, cash equivalents, short-term investments and restricted cash as of April 30, 2023. Customer count reached over 43,100, including over 1,761 customers paying more than $100,000 in annualized recurring revenue. For the second quarter of fiscal 2024, MongoDB guided to revenue of $388.0 million to $392.0 million, non-GAAP income from operations of $36.0 million to $39.0 million, and non-GAAP net income per share of $0.43 to $0.46. For full fiscal 2024, guidance is revenue of $1.522 billion to $1.542 billion, non-GAAP income from operations of $110.0 million to $125.0 million, and non-GAAP net income per share of $1.42 to $1.56. Management also highlighted AI as a significant opportunity for its developer data platform.

Jun 1, 2023 10-K

MongoDB Annual Report, Year Ended Jan 31, 2023

MongoDB, Inc. (Nasdaq: MDB) reported total revenue of $1,284.0 million for the fiscal year ended January 31, 2023, up from $873.8 million in fiscal 2022 and $590.4 million in fiscal 2021, with subscription revenue of $1,235.1 million and services revenue of $48.9 million. Growth was driven primarily by increased subscription revenue from Direct Sales Customers, and MongoDB Atlas represented 63% of total revenue versus 56% in the prior year. The company remains unprofitable: net loss was $345.4 million (compared with $306.9 million in fiscal 2022), and operating cash flow was negative $13.0 million. Gross margin improved to 73% from 70%, while sales and marketing expense was 54% of revenue and stock-based compensation totaled $381.5 million. The filing highlights macroeconomic headwinds. Management stated that the macroeconomic environment negatively affected the business during the year, with slower-than-historical growth for existing MongoDB Atlas applications, and expects this to continue to weigh on growth in the short term. The company reported over 40,800 customers, a net ARR expansion rate consistently over 120%, and 4,619 employees. It ended the year with $1.8 billion in cash, cash equivalents, restricted cash and short-term investments, against $1.15 billion in principal of 0.25% convertible senior notes due 2026. The filing also flags risks including ongoing litigation with Realtime Data LLC over three patents, which the company states it is not aware of any matter that would have a material adverse effect, and the company's Community Server licensing under the SSPL, which the filing says may affect adoption. A subsequent-event commitment of $300 million over five years with a cloud infrastructure provider, commencing in March 2023, was disclosed.

Mar 17, 2023 8-K

MongoDB 8-K Report, Financial Results (Mar 8, 2023)

MongoDB, Inc. filed this Form 8-K under Item 2.02 (Results of Operations and Financial Condition) on March 8, 2023, furnishing a press release announcing financial results for the fourth quarter and full fiscal year ended January 31, 2023. The information is furnished, not filed, for purposes of Section 18 of the Exchange Act. For the fourth quarter, total revenue was $361.3 million, up 36% year-over-year, with subscription revenue of $348.2 million (up 35%) and services revenue of $13.1 million (up 59%). GAAP loss from operations was $72.9 million, while non-GAAP income from operations was $37.2 million. Net loss was $64.4 million, or $0.93 per share. Full-year revenue was $1,284.0 million, up 47% year-over-year, and GAAP net loss was $345.4 million, or $5.03 per share. Free cash flow was negative $24.7 million for the full year, compared with a $23.8 million positive figure for the fourth quarter. Atlas revenue grew 50% year-over-year and represented 65% of total Q4 revenue, and the company reported more than 40,800 customers as of January 31, 2023. The company cited a new five-year strategic partnership with Microsoft Azure and a multi-year expansion with Google Cloud. Cash, cash equivalents, short-term investments and restricted cash totaled $1.8 billion at period end, and convertible senior notes, net, stood at $1.14 billion on the balance sheet. For the first quarter of fiscal 2024, MongoDB guided to revenue of $344.0 million to $348.0 million and non-GAAP income from operations of $10.0 million to $13.0 million. For full-year fiscal 2024, guidance is revenue of $1.480 billion to $1.510 billion, non-GAAP income from operations of $69.0 million to $84.0 million, and non-GAAP net income per share of $0.96 to $1.10. The filing notes that the non-GAAP guidance includes an additional non-GAAP tax provision and that GAAP reconciliations for forward guidance are not available without unreasonable efforts.

Mar 8, 2023 10-Q

MongoDB Quarterly Report for Q3 Ended Oct 31, 2022

MongoDB, Inc. reported its 10-Q for the quarter ended October 31, 2022. Total revenue for the three months was $333.6 million, up from $226.9 million, and net loss widened to $84.8 million from $81.3 million. For the nine months, revenue was $922.7 million versus $607.3 million, and net loss was $281.0 million versus $222.4 million. The filing attributes the revenue growth primarily to subscription revenue from Direct Sales Customers, while the company says the macroeconomic environment slowed growth of existing Atlas applications and is expected to continue to weigh on revenue growth for the rest of the year. Operating cash flow was negative at $(38.8) million for the nine months, compared with $(15.3) million a year earlier. The company held cash, cash equivalents, short-term investments and restricted cash totaling $1.8 billion, and stated that this is sufficient to fund operations for at least the next 12 months. Stock-based compensation was $279.3 million for the nine months, a major driver of the operating loss. The filing also notes that the conditional conversion feature of the 0.25% convertible senior notes due 2026 was triggered in the quarter, making those notes convertible at holders' option from November 1, 2022 through January 31, 2023. The Realtime Data patent lawsuit remains pending on appeal, and the company says it is not aware of any matter that would have a material adverse effect.

Dec 8, 2022 8-K

MongoDB 8-K Report, Financial Results (Dec 6, 2022)

MongoDB, Inc. (NASDAQ: MDB) furnished a press release on December 6, 2022 announcing its financial results for the third quarter of fiscal 2023, the three months ended October 31, 2022. Total revenue was $333.6 million, up 47% year-over-year, with subscription revenue of $320.8 million (up 47%) and services revenue of $12.9 million (up 43%). MongoDB Atlas revenue grew 61% year-over-year and represented 63% of total Q3 revenue. The company reported a GAAP loss from operations of $82.9 million and a net loss of $84.8 million, or $1.23 per share, compared with a net loss of $81.3 million, or $1.22 per share, a year earlier. Non-GAAP income from operations was $19.8 million, versus $6.3 million a year earlier, and non-GAAP net income was $18.7 million, or $0.23 per diluted share. Cash flow remained near breakeven: operating cash outflow was $5.7 million and free cash flow was negative $8.4 million for the quarter. MongoDB ended the quarter with $1.8 billion in cash, cash equivalents, short-term investments and restricted cash. The company had more than 39,100 customers as of October 31, 2022, up from 31,000+ a year earlier in the customer count table, and customers with over $100,000 in ARR reached 1,545. For the fourth quarter of fiscal 2023, MongoDB guided to revenue of $334 million to $337 million and non-GAAP income from operations of $6 million to $8 million, with non-GAAP net income per share of $0.06 to $0.08. For full fiscal 2023, guidance is revenue of $1.257 billion to $1.260 billion, non-GAAP operating income of $30.8 million to $32.8 million, and non-GAAP net income per share of $0.29 to $0.31. The company cited macroeconomic uncertainty and the COVID-19 pandemic as factors that could cause results to fluctuate.

Dec 6, 2022