Citable filing context
MDB's research view summarizes recent SEC filing context, starting with other from Jul 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 6, 2026 | other | MongoDB stockholders approved an amendment to eliminate supermajority vote requirements at its annual meeting. |
| May 28, 2026 | earnings | MongoDB reported Q1 fiscal 2027 revenue of $687.6 million, up 25% year-over-year, and net income of $4.4 million. |
| Mar 2, 2026 | earnings | MongoDB announced financial results for the three months ended January 31, 2026. |
| May 28, 2026 | Guidance: revenue | 2920.00 to 2960.00 |
| May 28, 2026 | Guidance: revenue | 729.00 to 734.00 |
| Sep 17, 2025 | Guidance: eps | 3.64 to 3.73 |
| May 29, 2026 | mda_quarterly | MongoDB continues to shift its revenue mix toward its cloud-based database-as-a-service offering, Atlas, which accounted for 75% of total revenue for the quarter ended April 30, 2026, up from 72% in the prior-year period. Total revenue grew 25% year-over-year, driven by strong consumption-based demand from large enterprise customers, reflected in a net ARR expansion rate of 121%. The company’s growth strategy centers on converting users of its free Community Server and Atlas free tier into commercial subscribers, while expanding its platform capabilities in search, vector search, and stream processing to support AI-powered application development. Despite this growth, the company faces macroeconomic headwinds that may impact the short-term growth rates of existing Atlas workloads. Operating expenses remain elevated due to ongoing investments in sales, marketing, and R&D, though the company achieved a 72% gross margin. Liquidity remains robust with $2.4 billion in cash and short-term investments. MongoDB is actively utilizing its $1.0 billion share repurchase program, having bought back $100 million in stock during the quarter. Management notes that while the company has historically generated operating losses, it is evaluating the potential release of its U.S. valuation allowance as it approaches sustained profitability. |
| Mar 11, 2026 | business | MongoDB operates a developer data platform centered on a document-based architecture designed for unstructured data, scalability, and flexibility. Its primary revenue driver is Atlas, a multi-cloud database-as-a-service (DBaaS) available on AWS, GCP, and Azure, which represented 73% of total revenue in fiscal year 2026. The company also provides MongoDB Enterprise Advanced for self-managed deployments and professional services. To capitalize on the generative AI trend, MongoDB has integrated Vector Search and acquired Voyage AI to provide advanced embedding and reranking models that reduce AI hallucinations. The company competes in a database market projected by IDC to reach $169 billion by 2029, facing competition from legacy providers like Oracle and IBM, as well as cloud hyperscalers. Growth is driven by a "freemium" model using Community Server to attract developers and a strong net annualized recurring revenue (ARR) expansion rate of 121% as of the fourth quarter. Strategic focus remains on reducing architectural complexity by integrating search, time series, and stream processing into a single platform, thereby lowering the total cost of ownership for enterprise customers and increasing developer productivity. |
Source: SEC EDGAR filing text and events; period Jul 6, 2026; filed Jul 6, 2026.
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