earnings
confidence high
sentiment neutral
materiality 0.75
MongoDB corrects prior customer count, reports Q3 revenue $628.3M, raises guidance
MongoDB, Inc.
- Corrected Q2 FY26 customers over $100K from 5,564 to 2,564 (July 31, 2025).
- Q3 FY26 revenue $628.3M (+19% YoY); net loss $2.0M (-$0.02 EPS).
- Atlas revenue up 30% YoY, now 75% of total revenue.
- Non-GAAP net income $114.5M ($1.32 EPS); free cash flow $140.1M.
- Added 2,600 customers; total customers 62,500; management raised FY26 guidance.