CANADA - 2025/03/07: In this photo illustration, the MongoDB logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesMongoDB (NASDAQ: MDB), a document database, is scheduled to release its earnings on Tuesday, August 26, 2025. Based on the past five years of data, the stock’s post-earnings movement is unpredictable, with an equal chance of rising or falling.Over the last five years, MongoDB's stock h ...

Core Insights - MongoDB (MDB) is expected to report second-quarter fiscal 2026 results on August 26, with projected revenues between $548 million and $553 million, reflecting approximately 22% year-over-year growth at the midpoint [1] - The company anticipates non-GAAP earnings per share in the range of 62 to 66 cents, with the consensus estimate remaining steady at 64 cents, indicating an 8.57% decline year-over-year [2] Group 1: Revenue and Earnings Expectations - The Zacks Consensus Estimate for MongoDB's revenue is currently pegged at $551.05 million, indicating a growth of 15.26% from the year-ago quarter [1] - MongoDB's earnings have beaten the Zacks Consensus Estimate in each of the last four quarters, delivering an average surprise of 66.95% [2] Group 2: Business Performance and Trends - MongoDB entered the second quarter of fiscal 2026 with strong momentum, following a first quarter that delivered 26% Atlas revenue growth and the highest net customer additions in six years [3] - The company is expected to benefit from continued platform adoption across enterprises and startups, with a focus on larger enterprises supporting deal sizes and sales efficiency [3] Group 3: Product Initiatives - MongoDB introduced new Voyage AI embedding models and launched the Model Context Protocol Server in public preview, enhancing integrations with tools like GitHub Copilot and Anthropic Claude [4] - These initiatives are expected to strengthen MongoDB's positioning in AI-driven applications, although they may have limited near-term financial impact on second-quarter performance [4] Group 4: Challenges and Headwinds - Non-Atlas revenue categories are expected to show modest year-over-year declines, reflecting weaker momentum outside Atlas [5] - Consumption trends exhibited volatility, with softness at the start of the quarter, and broader macroeconomic uncertainty may have negatively impacted customer spending patterns [5]

Core Insights - MongoDB is pursuing FedRAMP High and Impact Level 5 (IL5) authorizations for MongoDB Atlas for Government workloads, enabling federal agencies to manage unclassified yet sensitive U.S. public sector data securely in the cloud [1][2] - The platform already supports FedRAMP Moderate workloads, and the new authorizations will enhance its capabilities for high-impact data management in critical sectors such as emergency services, law enforcement, and healthcare [2][3] - MongoDB Atlas for Government is trusted by 13 U.S. Federal Cabinet-level agencies and various branches of the Department of Defense, showcasing its reliability and performance in handling sensitive data [3] Product Features - MongoDB Atlas for Government offers features like Queryable Encryption, which protects sensitive data throughout its lifecycle, ensuring security during data queries and usage [3] - The platform provides multi-cloud flexibility, high availability with automated backup, data recovery options, and on-demand scaling, making it suitable for modern application development [3] - The State of Utah's successful migration to MongoDB Atlas resulted in a 25% increase in speed for benefits calculations and a significant reduction in recovery time from up to 58 hours to just 5 minutes [4] Market Position - MongoDB is positioned as a leading database technology provider, with a mission to empower innovators and disrupt industries through its unified database platform [6][7] - The company serves millions of developers and over 50,000 customers, including 70% of the Fortune 100, indicating a strong market presence and customer reliance on its solutions [7]

Group 1: Challenges Faced by DBAs - Many DBAs in the domestic market are experiencing a shift in career paths, moving to roles such as architects or leaving the IT industry altogether, raising questions about the reasons behind this trend [1] - Domestic DBAs often face a broad range of responsibilities, leading to a lack of specialization compared to their international counterparts who focus on niche areas [1][2] - The rapid evolution of technology has led to a superficial understanding of tools among DBAs, with many neglecting the foundational principles of database management [1][2] Group 2: Importance of Technical Depth - Specialization in a specific area can lead to significant industry authority, as seen with experts who have achieved substantial performance improvements through deep technical knowledge [2] - Understanding core mechanisms and principles is essential for tackling complex issues in database management, which can create a competitive advantage for DBAs [2][3] Group 3: Emphasis on Core Technical Skills - A shift in focus from using multiple databases to mastering one can enhance problem-solving capabilities and technical depth [3] - Quantifying technical contributions through performance analysis can help demonstrate the value of technical work to business stakeholders [3] Group 4: AI Transformation - AI monitoring systems can significantly reduce false alarms and automate root cause analysis, making traditional roles less relevant [4] - AI tools can free up DBAs from repetitive tasks, allowing them to concentrate on architecture and performance optimization [4][5] Group 5: Emerging Roles - The role of cloud DBAs is evolving into that of data architects, with responsibilities in data governance and business modeling, leading to potential salary increases of up to 30% [5][6] Group 6: Conclusion - The transformation of DBAs into roles such as data architects or consultants reflects the ongoing evolution in the industry, emphasizing the importance of deep technical expertise and adaptability [6]

Core Insights - MongoDB reported impressive Q1 results, with adjusted earnings of $1.00 per share on revenue of $549 million, surpassing analyst expectations of $0.66 and $528 million respectively, leading to a 15% increase in stock price during after-hours trading [2] - The company is currently trading at approximately $230 per share, with valuation multiples of 8.8x trailing revenues and 55x trailing adjusted earnings, which are lower than its three-year averages of 12.2x and 143x respectively [3] - MongoDB has consistently increased revenues at an average annual rate exceeding 30% over the past three years, despite reporting GAAP losses, and maintains a strong balance sheet with debt at only 0.2% of equity [4] Q1 Highlights and Growth Drivers - Q1 sales rose by 22% year-over-year, driven by a 26% increase in Atlas revenues, reaching approximately $395 million [5] - The operating margin improved from -22% in the prior-year quarter to -10% in Q1, with adjusted operating margin increasing by 900 basis points to 16% [5] - Adjusted earnings of $1.00 per share represent a 96% increase from $0.51 in the same quarter of the previous year [5] Future Projections - MongoDB anticipates Q2 revenue between $548 million and $553 million, with adjusted earnings per share projected between $0.62 and $0.66, both exceeding consensus estimates [6] Strategic Positioning in the AI Landscape - MongoDB is well-positioned to capitalize on the AI boom through its Atlas Vector Search features, establishing itself as a leading vector database for AI applications [8] - The company is expanding its AI Applications Program through partnerships with major AI and technology firms, and the introduction of cost-reducing vector quantization features is expected to drive further growth [8]

Core Viewpoint - MongoDB is set to report earnings on June 4, 2025, with historical data indicating a tendency for negative stock reactions post-earnings announcements, as evidenced by a 55% decline rate over the past five years [1][3]. Earnings Estimates - Consensus estimates predict earnings of $0.66 per share on revenues of $527.5 million, compared to $0.51 per share on sales of $450.6 million in the same quarter last year [3]. - MongoDB's current market capitalization stands at $15 billion, with $2.0 billion in revenue over the last twelve months, alongside an operating loss of $216 million and a net loss of $129 million during the same period [3]. Historical Performance - Over the last five years, there have been 20 earnings data points for MongoDB, with 9 positive and 11 negative one-day returns, resulting in positive returns approximately 45% of the time [6]. - The median of the 9 positive returns is 19%, while the median of the 11 negative returns is -10% [6]. - The percentage of positive returns drops to 36% when considering data from the last three years [6]. Trading Strategies - Event-driven traders can utilize historical patterns to inform their strategies, either by positioning themselves before earnings releases or analyzing the correlation between immediate and medium-term returns post-release [2][4]. - A less risky strategy involves understanding the correlation between short-term and medium-term returns, allowing traders to position themselves accordingly based on positive 1D returns [4][5].