Over the past 12 months, the software industry has fixated on a singular, daunting question: “Will AI eliminate the Database?”
MongoDB, Inc. ( MDB ) UBS Global Technology and AI Conference 2025 December 3, 2025 10:15 AM EST Company Participants Chirantan Desai - President, CEO & Director Michael Berry - Chief Financial Officer Benjamin Cefalo Conference Call Participants Karl Keirstead - UBS Investment Bank, Research Division Presentation Karl Keirstead UBS Investment Bank, Research Division Okay. Hi, everybody.
MongoDB delivered a strong Q3, with Atlas platform growth and operating margin expansion driving optimism for the business outlook. Atlas now accounts for 75% of revenue, with customer count up 19% YoY and spend per customer rising, signaling robust platform value. MDB raised FY2026 guidance, but Q4 Atlas growth is expected to decelerate modestly, tempering near-term momentum.
Although the revenue and EPS for MongoDB (MDB) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
MDB posts double-digit Q3 growth as revenues and EPS beat estimates, driven by strong Atlas momentum and an expanding high-value customer base.
Database software maker MongoDB's (MDB) stock is soaring after the company posted stronger-than-expected quarterly results and a solid forecast.
Another quarterly report, another post-earnings pop from MongoDB Inc (NASDAQ:MDB).
MongoDB Inc (NASDAQ:MDB) shares jumped 25% on Tuesday after the cloud database company posted strong third-quarter results and raised full-year guidance, boosted by rising demand for its Atlas platform and AI-driven enterprise adoption. The company reported revenue of $628.3 million for the quarter ended November 30, up 18.7% from a year earlier and above analysts' $593.9 million estimate.
MongoDB surpassed third-quarter expectations and lifted its forecast as it benefits from AI and its Atlas platform gains popularity. CEO Chirantan "CJ" Desai said the company is approaching a "once in a lifetime" opportunity as artificial intelligence reaches an inflection.
Analysts raised their price targets after the company raised its full-year earnings guidance by more than $1 a share.
MongoDB (MDB) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $1.16 per share a year ago.
MongoDB stock climbed after the company reported an earnings and revenue beat in the third quarter and also issued strong guidance. Revenue for the current quarter is expected to reach between $665 million and $670 million.