The earnings call reflected a strong performance for MongoDB, with significant revenue growth, customer expansion, and increased profitability. The company also raised its guidance for the full fiscal year, indicating confidence in sustained growth. However, there were minor setbacks, including a slight decline in gross margins and a modest restructuring. Overall, the highlights significantly outweigh the lowlights.

Company Guidance

In the MongoDB, Inc. second quarter fiscal 2026 earnings call, the company reported strong financial results, with revenue reaching $591 million, marking a 24% year-over-year increase and surpassing their guidance. Atlas, MongoDB's cloud-based service, contributed 74% of the total revenue, growing by 29% year-over-year. The company achieved a non-GAAP operating income of $87 million, resulting in a 15% operating margin. MongoDB also added approximately 2,800 customers in the quarter, bringing their total to over 59,900, with Atlas customers numbering over 58,300. The company raised its full-year revenue guidance to $2.34 to $2.36 billion and increased its operating margin guidance to a range of 14% at the high end. Notably, MongoDB emphasized its strategic role in AI infrastructure, with the growth in AI-native startups choosing Atlas for their applications, though this cohort was not a significant material driver of the quarter's growth.

Strong Revenue Growth

MongoDB reported revenue of $591 million, up 24% year over year, exceeding the high end of their guidance.

Atlas Revenue Acceleration

Atlas revenue grew 29% year over year and now represents 74% of the total revenue, with continued strong performance in the U.S. among larger customers.

Customer Base Expansion

MongoDB ended the quarter with over 59,900 customers, adding approximately 2,800 customers sequentially.

Increased Operating Income

Non-GAAP operating income was $87 million, resulting in a 15% operating margin, compared to 11% in the year-ago period.

Positive Cash Flow

Operating cash flow was $72 million, with free cash flow at $70 million, showing significant improvement from negative cash flow in the previous year.

AI Application Adoption

MongoDB is seeing increasing adoption for AI applications, contributing to the growth in their self-serve channel.

Upgraded Full-Year Guidance

MongoDB raised its full-year revenue guidance by $70 million and increased operating margin guidance, reflecting confidence in continued growth.

MongoDB (MDB) Earnings, Revenues Date & History

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MDB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 09, 2025	2026 (Q3)	0.80 / -	1.16	―	―	―
Aug 26, 2025	2026 (Q2)	0.67 / 1.00	0.7	42.86% (+0.30)	―
Jun 05, 2025	2026 (Q1)	0.67 / 1.00	0.51	96.08% (+0.49)	―
Mar 05, 2025	2025 (Q4)	0.66 / 1.28	0.86	48.84% (+0.42)	―
Dec 09, 2024	2025 (Q3)	0.69 / 1.16	0.96	20.83% (+0.20)	―
Aug 29, 2024	2025 (Q2)	0.48 / 0.70	0.93	-24.73% (-0.23)	―
May 30, 2024	2025 (Q1)	0.38 / 0.51	0.56	-8.93% (-0.05)	―
Mar 07, 2024	2024 (Q4)	0.46 / 0.86	0.57	50.88% (+0.29)	―
Dec 05, 2023	2024 (Q3)	0.51 / 0.96	0.23	317.39% (+0.73)	―
Aug 31, 2023	2024 (Q2)	0.46 / 0.93	-0.23	504.35% (+1.16)	―

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

MDB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 26, 2025	$214.34	$295.70	+37.96%
Jun 05, 2025	$225.38	$220.14	-2.32%
Mar 05, 2025	$264.13	$192.98	-26.94%
Dec 09, 2024	$350.13	$290.90	-16.92%

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.