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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for MongoDB, Inc. (MDB) is 9/10, unchanged from the prior quarter.
MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance. Growth was led by Atlas, which rose 29.4% and added a record $117 million in year-over-year dollar growth to reach a $2 billion run rate, now roughly 75% of revenue. Profitability continued to inflect: non-GAAP operating margin expanded to 18% from 16%, MongoDB posted its second consecutive quarter of GAAP profitability, and free cash flow nearly doubled to $198 million, though subscription gross margin slipped to 77.1% on the ongoing shift toward lower-margin Atlas. Management raised full-year fiscal 2027 guidance across the board, to revenue of $2.92 billion to $2.96 billion and non-GAAP EPS of $5.95 to $6.14, while flagging that EA and other revenue will be approximately flat in the second half against tougher compares. Momentum with plural frontier labs, AI-native customers and agent-memory use cases reinforced management's positioning of MongoDB as a data platform for the AI era.
Scored from MongoDB, Inc.’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $529M | +22.3% | $-0.13 | +68.3% | -5.3% | -1.8% | $35M |
| FY2025 Q4 | $548M | +19.7% | $0.19 | +124.7% | -3.4% | 2.9% | $25M |
| FY2026 Q1 | $549M | +21.9% | $-0.46 | +58.2% | -9.8% | -6.9% | $108M |
| FY2026 Q2 | $591M | +23.7% | $-0.58 | +21.6% | -11.0% | -8.0% | $72M |
| FY2026 Q3 | $628M | +18.7% | $-0.02 | +81.0% | -2.9% | -0.3% | $150M |
| FY2026 Q4 | $695M | +26.7% | $0.18 | -5.3% | 0.0% | 2.2% | $178M |
| FY2027 Q1 | $688M | +25.2% | $0.05 | +110.9% | -3.6% | 0.6% | $199M |
| FY2027 Q2 | $772M | +30.5% | $0.50 | +186.2% | 3.7% | 5.3% | $139M |