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Apr 30, 2021

MongoDB Q1 2022 Earnings Report

MongoDB's Q1 2022 financial results were announced, showcasing strong growth and customer acquisition.

Key Takeaways

MongoDB reported a strong start to fiscal year 2022, with total revenue of $181.6 million, a 39% increase year-over-year. MongoDB Atlas revenue grew by 73% year-over-year and now represents 51% of total revenue. The company also reported continued customer growth, exceeding 26,800 customers.

Total revenue reached $181.6 million, a 39% increase year-over-year.

MongoDB Atlas revenue grew by 73% year-over-year, representing 51% of total revenue.

The company has over 26,800 customers.

Partnerships with major cloud providers accelerated.

Total Revenue
$182M
Previous year: $130M
+39.4%
EPS
-$0.15
Previous year: -$0.13
+15.4%
MongoDB Atlas Customers
25.3K
Previous year: 16.8K
+50.6%
Total Customers
26.8K
Previous year: 18.4K
+45.7%
Customers > 100k ARR
1.06K
Previous year: 780
+35.5%
Gross Profit
$127M
Previous year: $92.7M
+37.2%
Cash and Equivalents
$407M
Previous year: $701M
-41.9%
Free Cash Flow
$8.39M
Previous year: -$8.52M
-198.5%
Total Assets
$1.38B
Previous year: $1.34B
+3.1%

MongoDB

MongoDB

MongoDB Revenue by Segment

Forward Guidance

MongoDB is providing revenue guidance of $180.0 million to $183.0 million for the second quarter of fiscal year 2022 and $771.0 million to $784.0 million for the full fiscal year 2022. They anticipate a non-GAAP loss from operations of $24.0 million to $22.0 million for Q2 and $76.0 million to $68.0 million for the full year. The non-GAAP net loss per share is expected to be between $0.43 and $0.40 for Q2 and between $1.38 and $1.25 for the full year.

Positive Outlook

  • Revenue guidance for Q2 2022: $180.0M - $183.0M
  • Revenue guidance for FY 2022: $771.0M - $784.0M
  • Non-GAAP loss from operations guidance for Q2 2022: ($24.0M) - ($22.0M)
  • Non-GAAP loss from operations guidance for FY 2022: ($76.0M) - ($68.0M)
  • Non-GAAP net loss per share guidance for Q2 2022: ($0.43) - ($0.40)

Challenges Ahead

  • Non-GAAP net loss per share guidance for FY 2022: ($1.38) - ($1.25)
  • Fluctuations in operating results may be pronounced due to COVID-19 uncertainty.
  • Reconciliation of non-GAAP loss from operations and non-GAAP net loss per share guidance to GAAP measures is not available without unreasonable efforts.
  • Variability of charges, especially stock-based compensation, may significantly impact future GAAP financial results.
  • Actual results may differ materially due to various risks and uncertainties.