MongoDB (MDB) Q4 2026 Earnings Call Transcript
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)March 2, 2026
AI-Generated Deep Dive Summary
MongoDB (MDB) reported a strong Q4 2026 earnings call, showcasing accelerated growth across both its Atlas and non-Atlas product lines. The company exceeded expectations, delivering $695 million in revenue, a 27% year-over-year increase that topped its own guidance by 4%. Atlas revenue reached an impressive $114 million in net new revenue for the quarter, accounting for 72% of total revenue and growing 29% year over year. Non-Atlas revenue also saw solid growth, increasing 20% year over year—its best quarterly performance in two years. MongoDB added 2,700 new customers, ending the quarter with over 65,200 total customers, a 60% year-over-year increase in additions.
MongoDB’s strong financial performance was driven by robust demand across industries, particularly from AI-native companies, fintech firms, and Fortune 500 organizations. The company highlighted significant large deals, including an $90 million Atlas deal with a major tech company and a record-breaking $100 million Enterprise Advanced (EA) deal with a financial institution. These wins underscored MongoDB’s growing appeal in regulated industries like finance and the public sector. Additionally, feature usage among high-value Atlas customers improved, with 44% of those generating over $100,000 ARR using two or more platform features—up from 36% the prior year.
MongoDB also demonstrated strong execution through its strategic initiatives. The company’s RPO (Remaining Performance Obligations) rose to $1.47 billion, a 97% year-over-year increase, reflecting its ability to secure large
Verticals
financeinvesting
Originally published on The Motley Fool on 3/2/2026