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MongoDB (MDB) 8-K Filings

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Here are the 8-K filings from MongoDB, Inc. (MDB) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

An 8-K covers material events a company has to report between its quarterly 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.

Rhea-AI Summary

MongoDB, Inc. (MDB) disclosed compensation terms for Interim President and Chief Executive Officer Dev Ittycheria under an agreement effective September 28, 2026. It provides a $500,000 annual salary, a one-time $500,000 cash sign-on bonus and a target cash bonus of 70% of salary ($350,000), prorated for fiscal 2027 and, if applicable, fiscal 2028 based on service and Company performance goals. MongoDB will grant RSUs valued at $15 million, vesting in four equal installments on January 1, April 1, July 1 and October 1, 2027, subject to continued service.

A qualifying termination without cause or for good reason provides 12 months of salary continuation and up to 18 months of COBRA premiums, subject to a release; specified terminations in connection with, or within three months before or 12 months after, a change in control carry additional bonus and equity-vesting benefits. Chief Financial Officer Michael Berry will receive RSUs valued at $10 million, vesting in three equal installments on April 1, 2027, October 1, 2027 and April 1, 2028, subject to continued service. Ittycheria’s service must continue for at least 12 months after a new CEO starts and cannot end before April 1, 2028.

Rhea-AI Summary

MongoDB, Inc. authorized an additional $1.0 billion for common-stock repurchases on September 25, bringing the aggregate authorized amount to $2.0 billion; $1,353,700,000 remained available for future repurchases. Purchases may be made through open-market or privately negotiated transactions, subject to market conditions and management discretion. MongoDB is not obligated to repurchase any amount and may suspend, terminate or modify the program.

At its September 29 Investor Day, MongoDB presented fiscal 2027 guidance of $2.99 billion to $3.03 billion in revenue and 20.6% to 21.0% non-GAAP operating margin; that guidance was identified as current as of September 1. Updated targets for approximately three years include 20%+ total revenue growth, mid-20% Atlas revenue growth, 100 to 200 basis points of annual average operating-margin expansion, 80% to 100% free cash flow conversion, GAAP profitability starting in fiscal 2027 and 10%+ EA & Other ARR growth.

Rhea-AI Summary

MongoDB, Inc. announced that President and CEO Chirantan (“CJ”) Desai stepped down effective September 28, 2026, to pursue a senior role at Meta Platforms, Inc. The board appointed director Dev Ittycheria as interim President and CEO effective September 28, to serve until a successor is duly elected and qualified unless sooner removed. Ittycheria previously led MongoDB from September 2014 to November 2025; his advisory agreement remains in force during interim service.

The board has begun a search for a permanent CEO and retained an executive search firm. MongoDB reaffirmed its Q3 and full-year fiscal 2027 guidance issued September 1, 2026. The announcement cited annual revenue scaling from approximately $35 million to more than $2.3 billion during Ittycheria’s earlier leadership.

Rhea-AI Summary

MongoDB, Inc. (MDB) reported second quarter fiscal 2027 results with strong growth and improving profitability. Total revenue was $771.8 million, up 30% year-over-year. Subscription revenue was $747.1 million (up 31%), and services revenue was $24.6 million (up 29%). Atlas-related revenue reached $565.9 million, while Enterprise Advanced and other contributed $181.2 million.

GAAP gross profit was $569.8 million with a 74% margin, and non-GAAP gross profit was $585.7 million with a 76% margin, both higher than a year ago. GAAP income from operations was $28.4 million, versus a $65.3 million loss last year. Non-GAAP income from operations rose to $185.9 million from $86.8 million. GAAP net income was $40.9 million or $0.50 per diluted share, compared with a $47.0 million loss. Non-GAAP net income was $162.6 million or $1.90 per fully diluted share.

Free cash flow nearly doubled to $137.6 million, and cash, cash equivalents, short-term investments and restricted cash totaled $2.4 billion as of July 31, 2026. Remaining performance obligations were $1.52 billion, up 91%, and current RPO was $797.3 million, up 73%. For the third quarter of fiscal 2027, MongoDB expects revenue of $756–$761 million and non-GAAP income from operations of $152.0–$156.0 million. Full-year fiscal 2027 revenue is guided to $2.99–$3.03 billion, with non-GAAP operating income of $616.3–$636.3 million and non-GAAP EPS of $6.39–$6.58.

Rhea-AI Summary

MongoDB, Inc. reported results from its Annual Meeting of Stockholders. Stockholders approved amendments to the company’s certificate of incorporation to eliminate supermajority vote requirements, and the new Twelfth Amended and Restated Certificate of Incorporation became effective on July 1, 2026.

Three Class III directors — Archana Agrawal, Hope Cochran and Dwight Merriman — were re‑elected to serve until the 2029 annual meeting. Stockholders also approved, on a non‑binding advisory basis, the compensation of the company’s named executive officers and ratified the selection of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027.

Rhea-AI Summary

MongoDB reported strong first quarter fiscal 2027 results and raised its full-year outlook. Total revenue was $687.6 million, up 25% year-over-year, with subscription revenue of $666.1 million and services revenue of $21.5 million. GAAP net income was $4.4 million, or $0.05 per diluted share, compared with a $37.6 million loss a year earlier. Non-GAAP net income rose to $112.3 million, or $1.32 per fully diluted share. Remaining performance obligations reached $1,458.6 million, up 88% year-over-year, while free cash flow was $197.5 million. The company issued second-quarter revenue guidance of $729 million to $734 million and full-year revenue guidance of $2.92 billion to $2.96 billion, with higher non-GAAP earnings expectations.

Rhea-AI Summary

MongoDB, Inc. reported strong fourth quarter fiscal 2026 results, with total revenue of $695.1 million, up 27% year-over-year. Subscription revenue grew 27% to $673.1 million and services revenue grew 26% to $22.0 million. GAAP gross margin held at 73%, while non-GAAP gross margin was 75%.

The company generated non-GAAP income from operations of $158.8 million and non-GAAP net income of $142.7 million, or $1.65 per diluted share. Free cash flow for the quarter was $176.7 million, and cash, cash equivalents, short-term investments and restricted cash totaled $2.4 billion as of January 31, 2026.

For full year fiscal 2026, MongoDB delivered revenue of $2.46 billion, up 23% year-over-year, with Atlas-related revenue reaching $1.81 billion. The company issued fiscal 2027 guidance calling for revenue of $2.86–$2.90 billion and non-GAAP net income per share of $5.75–$5.93.

The filing also details leadership changes, including the planned resignation of President, Field Operations Cedric Pech effective April 15, 2026, the appointment of Kong Phan as Chief Accounting Officer and principal accounting officer effective April 14, 2026, and the short-term designation of CFO Michael Berry as interim principal accounting officer. In addition, MongoDB adopted amended and restated bylaws implementing proxy access, allowing long-term stockholders meeting ownership and holding requirements to nominate a limited number of directors.

Rhea-AI Summary

MongoDB, Inc. filed an amended current report to correct a typo in a previously released earnings press release. The correction relates to the Customer Count Metrics table, where the number of customers with over $100K in annualized recurring revenue for the quarter ended July 31, 2025 was originally shown as 5,564 and has now been corrected to 2,564 in the revised Exhibit 99.1. No other figures or disclosures from the original earnings release were changed.

Rhea-AI Summary

MongoDB (MDB) announced leadership changes and disclosed that a press release contains preliminary, unaudited results for the quarter ended October 31, 2025. Dev Ittycheria will resign as President and CEO effective November 9, 2025, and will serve as an advisor through November 9, 2026 at an annual salary of $100,000. His unvested equity continues vesting until October 2, 2026, with later‑scheduled awards forfeited; stock options remain exercisable for up to three months after service ends or until expiry.

The Board appointed Chirantan (CJ) Desai as President, CEO, and director effective November 10, 2025. His package includes a $500,000 base salary, a target bonus equal to 70% of base, and a $2,500,000 cash sign‑on bonus paid in two tranches after six and twelve months of service. Equity awards comprise $15,000,000 in RSUs vesting quarterly over two years with a one‑year post‑vest hold, and $17,500,000 in PSUs tied to share‑price conditions achievable by November 9, 2030 and continued service. Standard severance applies, with enhanced benefits upon a qualifying change in control.

Rhea-AI Summary

MongoDB, Inc. held an Investor Day webcast on September 17, 2025, where members of its leadership team discussed the company’s strategies to drive sustainable growth and deliver long-term shareholder value. The slide presentation used during this event is furnished as Exhibit 99.1. This material is provided under Regulation FD and is expressly stated as furnished, not filed, meaning it is not subject to certain liability provisions and is not automatically incorporated into other securities law filings unless specifically referenced.

Rhea-AI Summary

MongoDB, Inc. filed a current report stating that on August 26, 2025 it issued a press release announcing its financial results for the three months ended July 31, 2025. The press release is provided as Exhibit 99.1 to this Form 8‑K and is incorporated by reference into the report.

The company notes that the information under Item 2.02, including Exhibit 99.1, is being furnished rather than filed, so it is not subject to liability under Section 18 of the Exchange Act and is not automatically incorporated into other SEC filings. No additional transactions or corporate actions are described beyond the release of these financial results.

Form 8-K