MongoDB Reports Strong Q4 2025 Earnings with Solid Growth

MongoDB achieved impressive results in Q4 fiscal 2025, generating $548.4 million in revenue, a 20% year-over-year increase, exceeding guidance. Continued strength in Atlas consumption and new business is anticipated, setting a positive outlook for investors.

Date: 06-03-2025

AI Rating: 7

Revenue Growth
The report shows that MongoDB generated revenue of $548.4 million in Q4 2025, representing a robust 20% year-over-year increase. This exceeded the high end of their guidance. Additionally, Atlas revenue grew by 24%, making up 71% of total revenue, indicating strong performance and market traction.

Net Income
Net income for the fourth quarter was reported at $108.4 million, resulting in a net income per share of $1.28. This is an increase from the same quarter in the previous year, where net income was $71.1 million or $0.86 per share. This improvement in net income is a promising indicator for potential future growth.

Operating Income and Profit Margin
Operating income for Q4 was reported at $112.5 million, yielding a 21% non-GAAP operating margin, which is an improvement from the previous year's 15%. This positive trend in profit margins can attract investor confidence as it reflects better operational efficiency and cost management.

Customer Growth
MongoDB ended the quarter with over 54,500 customers, an increase of approximately 1,900 customers sequentially. The expansion of their customer base, especially with 320 customers generating over $1 million in annual recurring revenue (ARR), showcases the company's strong market position and customer retention capabilities.

Free Cash Flow
The report indicates the company ended the quarter with $2.3 billion in cash and produced free cash flow of $22.9 million. While there is a decrease in free cash flow compared to $50.5 million in the previous year, the strong cash position suggests that MongoDB is well-prepared to invest in growth opportunities, particularly in AI and application modernization.

Overall, MongoDB's performance indicators reflect strong revenue growth, an increase in net income, and improvement in profit margins, suggesting a favorable outlook for investors.

Stocks: MDB