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Jan 31, 2021

MongoDB Q4 2021 Earnings Report

MongoDB's fourth quarter performance marked a strong conclusion to a successful year, driven by the increasing strategic role of its modern application data platform.

Key Takeaways

MongoDB announced strong Q4 fiscal year 2021 results with a 38% year-over-year increase in total revenue, reaching $171.0 million. MongoDB Atlas revenue accounted for 49% of the total Q4 revenue, demonstrating a substantial 66% year-over-year growth. The company's focus on cloud solutions and application development positions it for continued growth.

Total revenue increased by 38% year-over-year, reaching $171.0 million.

Subscription revenue grew by 39% year-over-year, amounting to $163.9 million.

MongoDB Atlas revenue represented 49% of the total Q4 revenue, with a 66% year-over-year increase.

The company announced general availability of MongoDB Realm Sync and expanded partnerships with Tencent Cloud and Google Cloud.

Total Revenue
$171M
Previous year: $124M
+38.4%
EPS
-$0.33
Previous year: -$0.25
+32.0%
MongoDB Atlas Customers
23.3K
Previous year: 15.4K
+51.3%
Total Customers
24.8K
Previous year: 17K
+45.9%
Customers > 100k ARR
975
Previous year: 751
+29.8%
Gross Profit
$120M
Previous year: $88.7M
+35.2%
Cash and Equivalents
$430M
Previous year: $706M
-39.2%
Free Cash Flow
-$20.7M
Previous year: -$10.9M
+89.1%
Total Assets
$1.41B
Previous year: $1.33B
+5.9%

MongoDB

MongoDB

MongoDB Revenue by Segment

Forward Guidance

MongoDB provided financial guidance for the first quarter and full year fiscal 2022.

Positive Outlook

  • First Quarter Fiscal 2022 Revenue: $167.0 million to $170.0 million
  • Full Year Fiscal 2022 Revenue: $745.0 million to $765.0 million

Challenges Ahead

  • First Quarter Fiscal 2022 Non-GAAP Loss from Operations: ($21.0) million to ($19.0) million
  • Full Year Fiscal 2022 Non-GAAP Loss from Operations: ($84.0) million to ($74.0) million
  • First Quarter Fiscal 2022 Non-GAAP Net Loss per Share: ($0.39) to ($0.36)
  • Full Year Fiscal 2022 Non-GAAP Net Loss per Share: ($1.55) to ($1.39)

Revenue & Expenses

Visualization of income flow from segment revenue to net income