Every 10-Q that MongoDB, Inc. (MDB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow MDB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MDB filings page.
MongoDB, Inc. (MDB) reported strong growth and a return to profitability for the quarter ended July 31, 2026. Total revenue rose to $771.8 million from $591.4 million, driven mainly by subscription revenue of $747.1 million, up 31% year over year. Atlas, MongoDB’s cloud DBaaS, and MongoDB Enterprise Advanced both contributed to growth, supported by a net ARR expansion rate of 122% and an expanding customer base of over 70,600 customers, including 2,999 with at least $100,000 in ARR.
GAAP profitability improved significantly: net income was $40.9 million versus a $47.0 million loss a year earlier, and operating income reached $28.4 million. Operating cash flow was robust at $343.5 million for the first six months of fiscal 2027, and MongoDB held about $2.4 billion in cash, cash equivalents, short‑term investments and restricted cash. The company continues to invest heavily in R&D and sales and marketing, repurchased $200 million of stock under a $1.0 billion authorization, and notes macroeconomic headwinds that may temper Atlas growth rates.
MongoDB reported interim results for the six months ended July 31, 2025, showing the business remains subscription-driven with 97% of revenue from subscriptions and MongoDB Atlas representing 74% (three months) and 73% (six months) of revenue in the period. The company completed acquisitions including Voyage AI (purchase consideration $160.9 million) to add embedding and reranking models and made an additional investment in non-marketable equity securities, bringing their carrying amount to $32.2 million as of July 31, 2025.
Corporate actions included redemption/conversion activity on convertible notes (approximately $1.1 billion principal converted into 5,662,979 shares) and a share repurchase program where the board authorized an additional $800 million (aggregate authorized $1.0 billion) and repurchased 929,674 shares for $200.0 million during the six months. The filing highlights margin pressure (overall gross margin down to 71%, subscription gross margin 76%) and continued macroeconomic headwinds that negatively impacted growth of existing Atlas applications. Management discloses significant risks, ongoing investments in growth, and a full valuation allowance on certain deferred tax assets.