Citable filing context
MDB's research view summarizes recent SEC filing context, starting with share_repurchase from Sep 29, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 29, 2026 | share_repurchase | MongoDB authorized an additional $1.0 billion share repurchase, bringing the total authorization to $2.0 billion. |
| Sep 28, 2026 | management_change | CEO Chirantan Desai resigned and was replaced by interim CEO Dev Ittycheria, effective September 28, 2026. |
| Sep 1, 2026 | earnings | MongoDB reported Q2 fiscal 2027 revenue of $771.8 million, up 30% year-over-year, and raised full-year guidance. |
| Sep 29, 2026 | Guidance: operating_margin | 20.60 to 21.00 |
| Sep 29, 2026 | Guidance: revenue | 2990.00 to 3030.00 |
| Sep 1, 2026 | Guidance: eps_gaap | 0.53 to 0.77 |
| Sep 1, 2026 | mda_quarterly | MongoDB's total revenue for the second quarter ended July 31, 2026, grew 30% year-over-year to $771.8 million, driven by a 31% increase in subscription revenue to $747.1 million. The company's multi-cloud database-as-a-service, Atlas, represented 73% of total revenue, while MongoDB Enterprise Advanced accounted for 21% of subscription revenue. Total customers grew to over 70,600, with Atlas customers reaching 69,300 and high-value customers with annualized recurring revenue of $100,000 or more increasing to 2,999. The net ARR expansion rate stood at 122%. MongoDB achieved profitability with operating income of $28.4 million and net income of $40.9 million, up from losses in the prior-year period, while gross margin expanded to 74%. Liquidity remains strong with $2.4 billion in cash and short-term investments, supporting $200.0 million in share repurchases during the first half of the fiscal year. Key growth drivers include generative AI tools accelerating application development and new Atlas capabilities like Vector Search and Voyage AI integrations. However, management expects short-term macroeconomic headwinds to impact Atlas usage growth. Additionally, a potential release of the U.S. tax valuation allowance within the next 12 months could provide a material tax benefit. |
| 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. |
Source: SEC EDGAR filing text and events; period Sep 29, 2026; filed Sep 29, 2026.
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