Education
About Us
Working with TipRanks
Follow Us
MongoDB Inc (DE:526)
FRANKFURT:526
Earnings Data
Report Date
May 28, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.02Last Year’s EPS
0.86Same Quarter Last Year
Strong Buy
Based on 26 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call conveyed broad operational and financial strength: revenue and Atlas momentum, record ARR expansion, improved margins, strong cash generation and major enterprise wins. Management reiterated mid-term targets and provided conservative, realistic guidance reflecting visibility limits in a consumption-based business and some lumpiness from bundled EA deals. Leadership transitions and the fact that AI revenue is not yet material are noted risks, but the positive execution, large deal activity and balance sheet strength dominate the narrative.Company Guidance
Strong Revenue Growth and Guidance Beat
Total revenue of $695 million, up 27% year-over-year, beating the high end of guidance by ~4%.
Atlas Momentum and Scale
Atlas revenue grew 29% year-over-year, crossed a $2 billion run rate for the first time, accounted for 72% of total revenue, and generated $114 million of net new revenue in the quarter.
Non-Atlas Performance and Large Deals
Non-Atlas product revenue grew 20% year-over-year (non-Atlas ARR grew 13% YoY). The quarter included multiple large transactions including an ~ $90 million deal and a greater-than-$100 million EA transaction (the largest TCV in company history).
Profitability and Margin Expansion
Non-GAAP operating margin of 23%, up from 21% year-ago (more than 100 basis points above the high end of guidance); positive GAAP operating income in Q4.
ARR Expansion and Customer Cohort Strength
Total company net ARR expansion rate increased to 121% (from 120% last quarter and 119% a year ago). Customers with >= $100k ARR reached 2,799 (17% YoY growth) and customers with >= $1M ARR reached 402 (26% YoY growth).
Customer Growth and Notable References
Ended the quarter with over 65,200 customers, adding 2,700 in Q4; full year customer additions improved ~60% YoY. Notable customer wins/expansions included Adobe, JPMorgan Chase, Emergent Labs, ElevenLabs, and Axon Networks.
Strong Cash Flow and Balance Sheet
Cash, cash equivalents, short-term investments and restricted cash nearly $2.4 billion. Operating cash flow $180 million and free cash flow $177 million (vs. $51M and $23M a year ago). Repurchased $55 million of shares.
Large Backlog and RPO Growth
Remaining performance obligations (RPO) grew from $748 million to $1.47 billion, a 97% year-over-year increase, reflecting multiyear bookings strength.
Forward Guidance Reiterated and Investment Plan
Q1 FY27 revenue guidance $659M–$664M (20%–21% YoY); FY27 revenue guidance $2.86B–$2.90B (16%–18% YoY). Company plans to expand operating margin by ~100 bps in FY27 and commit 100% of free cash flow to buybacks and tax settlements.
DE:526 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:526 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 02, 2026 | €278.95 | ― | ― |
Dec 01, 2025 | €281.70 | €345.50 | +22.65% |
Aug 26, 2025 | €184.08 | €255.00 | +38.53% |
Jun 05, 2025 | €196.80 | €192.30 | -2.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does MongoDB Inc (DE:526) report earnings?
MongoDB Inc (DE:526) is schdueled to report earning on May 28, 2026, After Close (Confirmed).
What is MongoDB Inc (DE:526) earnings time?
MongoDB Inc (DE:526) earnings time is at May 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of MongoDB Inc stock?
The P/E ratio of MongoDB is N/A.
What is DE:526 EPS forecast?
DE:526 EPS forecast for the fiscal quarter 2027 (Q1) is 1.02.
