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Jan 31, 2025
MongoDB Q4 2025 Earnings Report
MongoDB reported strong Q4 2025 revenue growth driven by Atlas, with improved profitability.
Key Takeaways
MongoDB reported total revenue of $548.4 million for Q4 2025, growing 20% year-over-year. Subscription revenue reached $531.0 million (+19% YoY), and services revenue was $17.4 million (+34% YoY). GAAP net income was $15.8 million ($0.20 per share), compared to a net loss of $55.5 million a year ago. Non-GAAP net income reached $108.4 million ($1.28 per share). Atlas revenue accounted for 71% of total Q4 revenue, growing 24% YoY. The company ended the quarter with over 54,500 customers.
Total Q4 revenue grew 20% YoY to $548.4 million.
GAAP net income was $15.8 million ($0.20 per share).
Non-GAAP net income was $108.4 million ($1.28 per share).
Atlas revenue grew 24% YoY and accounted for 71% of total revenue.
Revenue by Segment
Forward Guidance
MongoDB expects Q1 FY26 revenue between $524M and $529M, with non-GAAP EPS of $0.63 to $0.67. Full-year FY26 revenue is projected between $2.24B and $2.28B.
Positive Outlook
- Q1 FY26 revenue expected between $524M-$529M.
- Full-year FY26 revenue projected at $2.24B-$2.28B.
- Non-GAAP operating income expected to grow.
- Atlas consumption growth remains stable.
- Company eliminated all debt from balance sheet.
Challenges Ahead
- Non-Atlas revenue expected to decline high-single digits YoY.
- Gross margin declined slightly from 75% to 73% YoY.
- Free cash flow lower than previous year’s Q4.
- Macroeconomic uncertainty could impact growth.
- Stock-based compensation remains a significant expense.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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