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Oct 31, 2023

MongoDB Q3 2024 Earnings Report

MongoDB's performance remained strong, marked by substantial revenue growth and enhanced profitability.

Key Takeaways

MongoDB reported a robust third quarter in fiscal year 2024, with a 30% year-over-year increase in total revenue, reaching $432.9 million. The company demonstrated strong customer growth, exceeding 46,400 customers. MongoDB Atlas revenue also saw significant growth, increasing by 36% year-over-year and representing 66% of the total Q3 revenue.

Total revenue increased by 30% year-over-year, reaching $432.9 million.

Customer base expanded to over 46,400 customers.

MongoDB Atlas revenue grew by 36% year-over-year, accounting for 66% of total revenue.

MongoDB Atlas Vector Search was released to simplify building real-time generative AI applications.

Total Revenue
$433M
Previous year: $334M
+29.8%
EPS
$0.96
Previous year: $0.23
+317.4%
MongoDB Atlas Customers
44.9K
Previous year: 37.6K
+19.4%
Total Customers
46.4K
Previous year: 39.1K
+18.7%
Customers > 100k ARR
1.97K
Previous year: 1.55K
+27.6%
Gross Profit
$326M
Previous year: $240M
+35.8%
Cash and Equivalents
$478M
Previous year: $1B
-52.2%
Free Cash Flow
$35M
Previous year: -$8.4M
-516.7%
Total Assets
$2.69B
Previous year: $2.47B
+9.2%

MongoDB

MongoDB

MongoDB Revenue by Segment

Forward Guidance

MongoDB provided financial guidance for the fourth quarter and full year fiscal 2024.

Positive Outlook

  • Revenue is expected to be between $429.0 million and $433.0 million for the fourth quarter.
  • Full year revenue is projected to be between $1.654 billion and $1.658 billion.
  • Non-GAAP income from operations is forecasted to be between $35.0 million and $38.0 million for the fourth quarter.
  • Full year non-GAAP income from operations is expected to be between $236.3 million and $239.3 million.
  • Non-GAAP net income per share is anticipated to be between $0.44 and $0.46 for the fourth quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income