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🔹 Revenue: $549.0M (Est. $528.1M) 🟢; UP +22% YoY
🔹 Adjusted EPS: $1.00 (Est. $0.66) 🟢
🔸 Total buyback authorization increased by $800M to $1B
Other Key Q1 Metrics:
🔹 Subscription Revenue: $531.5M; UP +22% YoY
🔹 Services Revenue: $17.5M; UP +28% YoY
🔹 Free Cash Flow: $105.9M (vs. $61.0M YoY)
🔹 Customers Added: 2,600; Total Customers: 57,100
🔹 MongoDB Atlas Revenue: UP +26% YoY; 72% of Total Revenue
🔹 Cash, Equivalents, Investments: $2.5B
🔹 Adj Gross Profit: $406.5M
🔹 Adj Operating Income: $87.4M (vs. $32.8M YoY)
Q2 Guidance
🔹 Revenue: $548M–$553M (Est. $549.3M) 🟡
🔹 Non-GAAP EPS: $0.62–$0.66 (Est. $0.58) 🟢
🔹 Non-GAAP Operating Income: $55M–$59M
FY Guidance
🔹 Revenue: $2.25B–$2.29B (Est. $2.27B) 🟡
🔹 Non-GAAP EPS: $2.94–$3.12 (Est. $2.65) 🟢
🔹 Non-GAAP Operating Income: $267M–$287M
Для обсуждения переходи в чат t.me/USstocksnews_chat
Комментарий генерального директора:
🔸 «MongoDB уверенно стартовала в 2026 финансовом году, продемонстрировав рост выручки Atlas на 26%, существенное превышение маржи и самый высокий чистый прирост клиентов за последние шесть лет».
#mdb
