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Sentiment · FY2027 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Sanjit Singh | Morgan Stanley | 9 (0%) |
| Raimo Lenschow | Barclays | 9 (0%) |
| Mike Cikos | Bank of America | 6 (0%) |
| Karl Keirstead | UBS | 6 (0%) |
| Brad Reback | Stifel | 5 (40%) |
| Tyler Radke | Citigroup | 5 (20%) |
| Ryan MacWilliams | Wells Fargo | 5 (0%) |
| Jason Ader | William Blair | 5 (20%) |
| Ittai Kidron | Oppenheimer | 4 (50%) |
| Matt Martino | Goldman Sachs | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 3 | 12 (8%) |
| Bank of America | 2 | 9 (0%) |
| Barclays | 1 | 9 (0%) |
| Wells Fargo | 2 |
| 8 (13%) |
| Goldman Sachs | 2 | 6 (0%) |
| UBS | 1 | 6 (0%) |
| Citigroup | 1 | 5 (20%) |
| Stifel | 1 | 5 (40%) |
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.
Demand | Revenue Growth | Cloud & AI | Competitive Dynamics | Guidance Reliability | Innovation & R&D | Margin | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 8 | 5 | 3 | 3 | 1 | 1 | ||
| 2025Q4 | 5 | 6 | 3 | 2 | 1 | 2 | ||
| 2026Q1 | 6 | 5 | 2 | 3 | 2 | 2 | ||
| 2026Q2 | 7 | 4 | 7 | 2 | 2 | 1 | ||
| 2026Q3 | 2 | 2 | 4 | 1 | 2 | 1 | ||
| 2026Q4 | 7 | 7 | 5 | 1 | 4 | 1 | ||
| 2027Q1 | 4 | 2 | 4 | 4 | 1 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 8 | 5 | 6 | 7 | 2 | 7 | 4 |
| Revenue Growth | 5 | 6 | 5 | 4 | 2 | 7 | 2 |
| Cloud & AI | 3 | 3 | 2 | 7 | 4 | 5 | 4 |
| Competitive Dynamics | 3 | 2 | 3 | 2 | 1 | 4 | |
| Guidance Reliability | 2 | 1 | 4 | 1 | |||
| Innovation & R&D | 2 | 2 | 1 | 1 | |||
| Margin | 1 | 1 | 2 | 1 | |||
| Product Launch | 1 | 2 | 1 |
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What MDB and other companies said about each other on FY2027 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“LangChain is the world's most widely adopted agent framework with over 1 billion downloads. We delivered 10-plus native integrations with LangChain for Vector Search, hybrid retrieval, semantic caching and agent memory.”
MongoDB deepened its LangChain partnership with 10-plus native integrations and a MongoDB Checkpointer for LangSmith — a read-through of strong adoption for LangChain's agent framework.
“Zoom, a global leader in AI-powered workplace collaboration runs MongoDB Enterprise Advance as a unified data platform for Zoom Meetings, Zoom Phone, Zoom Contact Center and Zoom Virtual Agent deployed across dozens of clusters globally”
Zoom standardized Meetings, Phone, Contact Center and Virtual Agent on MongoDB Enterprise Advanced across dozens of clusters — a read-through that Zoom is consolidating mission-critical workloads onto a single hybrid data platform.
“After evaluating DynamoDB and DocumentDB, they chose Atlas for its aggregation pipeline, right consistency and flexible schema.”
Zomato evaluated Amazon's DynamoDB and DocumentDB but chose MongoDB Atlas — a competitive eval loss for AWS's managed database products.
“Adobe's Journey Agent is a clear example. A composite multimodal AI agent that unifies Adobe's marketing suite and orchestrates end-to-end customer journeys for their global B2C user base with MongoDB as the agent's long-term memory and reasoning layer.”
Adobe built its Journey Agent on MongoDB, using Atlas Search and Vector Search for sub-100ms hybrid retrieval — a read-through that Adobe is deploying production agentic AI across its marketing suite.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MDB MongoDB, Inc. | 9 | +25.3% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 4 | +5.4% | |
| CPAY Corpay | 8 | +21.5% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 9 | +112.3% | |
| FFIV F5, Inc. | 9 | +10.8% | |
| FTNT Fortinet | 10 | +25.6% | |
| GDDY GoDaddy | 7 | +6.6% | |
| GEN Gen Digital | 8 | +6.3% | |
| IOT Samsara Inc. | 10 | +30.5% | |
| MSFT Microsoft Corporation | 8 | +17.8% | |
| NET Cloudflare, Inc. | 9 | +35.9% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PATH UiPath Inc. | 9 | +17.3% | |
| PLTR Palantir Technologies | 10 | +92.8% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.0% | |
| XYZ Block, Inc. | 10 | +9.3% | |
| ZS Zscaler | 9 | +25.4% |