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Stefan Waldhauser's avatar
Stefan Waldhauser
Dec 2
High Growth Investing

MongoDB is on my Watchlist since I exited the stock due to valuation concerns some years ago. It seems I missed to re-enter, today +27% after this blowout quarter. Nice summary from @Sergey !

Sergey's avatar
Sergey
Dec 2

Key points from $MDB MongoDB Third Quarter 2025 Earnings Call:

Financial Performance: MongoDB reported Q3 FY26 revenue of $628M (+19% YoY), above guidance, with $123M non-GAAP operating income (20% margin), $115M net income ($1.32 EPS), and $140M free cash flow. Gross margin was 74% (vs. 77% last year) due to higher Atlas mix. Total cash …

sergeycyw.substack.com/p/mongodb-q3-2025-earnin…
Dec 2
at
2:55 PM
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