MDBNasdaqServices-Prepackaged SoftwareUS GAAP · USD

MongoDB, Inc.

MongoDB, Inc. builds a developer data platform centered on its document database, which helps organizations store, process, and access application data with flexibility and scale. Its core business is sold mainly as MongoDB Atlas, a hosted multi-cloud database service, alongside MongoDB Enterprise Advanced for self-managed and hybrid deployments, plus consulting and training services.

Kysy yhtiöstä
Liikevaihto2 464milj. USD
+22,8 %v/v
Liikevoitto (EBIT)−137milj. USD
+36,6 %v/v
EBIT-marginaali−5,6%
+5,2 %-yks.v/v
Nettotulos−71,2milj. USD
+44,9 %v/v
Vapaa kassavirta500milj. USD
+314,6 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−1 00001 0002 0003 000milj. USD2021: 590 milj. USD2021: EBIT −209 milj. USD20212022: 874 milj. USD2022: EBIT −289 milj. USD20222023: 1 284 milj. USD2023: EBIT −347 milj. USD20232024: 1 683 milj. USD2024: EBIT −234 milj. USD20242025: 2 006 milj. USD2025: EBIT −216 milj. USD20252026: 2 464 milj. USD2026: EBIT −137 milj. USD20262 464−137
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
MongoDB Atlas74 %

Hosted multi-cloud database-as-a-service with integrated infrastructure, management, and data services.

MongoDB Enterprise Advanced21 %

Self-managed commercial database software for cloud, on-premises, and hybrid deployments.

Services3 %

Consulting and training services that help customers deploy and expand use of the platform.

Other subscription and support2 %

Residual subscription revenue from support and related commercial offerings not captured above.

Tuotteet

Raportoitu · osuus liikevaihdosta
73,4%23,5%FY2026100 %
  • Mongo DB Atlas Related73,4 %
  • Other Subscription23,5 %
  • Services3,2 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

MongoDB sells to organizations that need a flexible operational database for modern applications, with customers spanning more than 100 countries and a wide range of industries. Its buyer base includes direct enterprise customers, channel-sold customers, and self-serve users that often start on free offerings and later convert to paid products. Growth is driven by new customer acquisition and by existing customers adding workloads, especially on MongoDB Atlas.

Direct Sales Customers

Enterprises buying Atlas or Enterprise Advanced through direct sales and partners, typically for larger deployments and broader standardization.

Self-serve Atlas customers

Developers and smaller teams using usage-based Atlas subscriptions, often starting free and converting as workloads grow.

Enterprise Advanced customers

Organizations using self-managed database software for cloud, on-premises, or hybrid environments.

Community Server and free-tier users

Prospects and developers using free products that serve as a funnel into commercial subscriptions.

Services customers

Customers buying consulting and training to accelerate deployment, adoption, and expansion of MongoDB workloads.

Strategia

MongoDB is focused on expanding Atlas as the main growth engine, especially through usage-based consumption, self-serve adoption, and larger enterprise workloads. It is also pushing customers to standardize more applications on its platform, while using free products and the developer community to convert users into paid customers. The company has also narrowed its roadmap by discontinuing some Atlas features, suggesting a focus on higher-value capabilities and partner-supported offerings.

Scale MongoDB Atlas consumptionLyhyt aikaväli

Atlas is the largest revenue driver and usage growth directly expands subscription revenue.

Convert free users into paying customersKeskipitkä aikaväli

Community Server and Atlas free tier create a funnel for commercial adoption.

Increase enterprise standardizationKeskipitkä aikaväli

Broader platform adoption within large organizations improves retention and expands workloads.

Focus product roadmap on core platform capabilitiesLyhyt aikaväli

Concentrating on high-demand features supports differentiation and partner leverage.

Maantiede

Q2/2026

MongoDB reports customers in over 100 countries, so its revenue base is globally distributed rather than concentrated in one market. The company does not provide a country revenue split in the excerpts provided, but its cloud-delivered Atlas offering and direct sales model imply broad international exposure and demand across North America, Europe, and other major enterprise software markets. Global reach matters because usage-based Atlas revenue can vary with customer activity, while geopolitical and macroeconomic conditions can affect enterprise spending and renewal behavior.

Americas60 %
EMEA28 %
Asia Pacific12 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

MongoDB depends on subscription renewals, workload expansion, and continued Atlas consumption, so weaker IT spending or slower usage growth can quickly affect results. The company also faces typical software risks around security incidents, product execution, and competition, while its usage-based model adds quarterly volatility and makes macro conditions more visible in reported revenue. Because it sells globally, geopolitical and trade-policy changes can also affect customer demand and operating execution.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Macroeconomic slowdown1Customer renewal and expansion risk2Cybersecurity and data breach risk3Geopolitical and trade-policy risk4Product execution and roadmap risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Macroeconomic slowdownVaikutus: KorkeaTodennäköisyys: Korkea

    Management said weaker macro conditions slowed historical growth rates for existing Atlas applications.

    Kohdistuu: Consumption-based Atlas revenue and enterprise spending

  2. Customer renewal and expansion riskVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A large share of revenue comes from recurring subscriptions and usage growth from existing customers.

    Kohdistuu: Atlas and Enterprise Advanced subscriptions

  3. Cybersecurity and data breach riskVaikutus: KorkeaTodennäköisyys: Matala

    A breach could disrupt customer support systems and damage confidence in the platform.

    KohdistuuCloud platformSupport systemsCustomer metadata
  4. Geopolitical and trade-policy riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Global customer exposure creates sensitivity to regulatory and trade changes across markets.

    Kohdistuu: Over 100 countries

  5. Product execution and roadmap riskVaikutus: KeskitasoTodennäköisyys: Matala

    Feature discontinuations and roadmap changes can affect adoption if customers rely on retired capabilities.

    Kohdistuu: Atlas feature set and partner ecosystem

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition

Revenue comes from subscriptions, usage-based DBaaS, term licenses, PCS, and services, each with different timing.

Vaikutus: Can shift quarterly revenue and margin patterns

Seasonality and usage-based billing

Atlas revenue is recorded on consumption and can fluctuate with customer activity.

Vaikutus: Reduces quarter-to-quarter comparability

Deferred contract acquisition costs

Capitalized sales commissions are amortized over the expected customer relationship period.

Vaikutus: Affects operating expenses and reported profitability

Stock-based compensation

A meaningful non-cash expense for a software company with growth-oriented compensation.

Vaikutus: Impacts operating margin and net loss

Goodwill and intangible assets

Acquisitions and acquired technology require impairment and useful-life judgments.

Vaikutus: Can create non-cash charges if assumptions weaken

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Päivitetty: 24.9.2026

MongoDB, Inc. (MDB) liikevaihto, tulos ja tunnusluvut 2026 – Clarifo