MongoDB, Inc. (MDB) Earnings Call Transcripts

MongoDB, Inc.'s Latest Earnings Call - June 11, 2026

In the fiscal Q1 2026 earnings call for MongoDB, Inc., the company reported a revenue of $300 million, exceeding expectations and reflecting a 30% year-over-year growth. Management emphasized their positioning as an 'AI winner,' highlighting the product's suitability for AI workloads and the increasing importance of multi-cloud capabilities. While guidance for Q2 revenue was maintained at $320 million, management indicated potential for upside driven by enterprise AI deployments, although they acknowledged the uncertainty surrounding the timing of these deployments.

Reported metrics

Guidance from management

Management maintained Q2 revenue guidance at $320 million, indicating they haven't built in significant inflection in their forecasts but are optimistic about potential upside from enterprise AI deployments.

What management said

Yes. There are certainly huge companies growing very quickly. So we feel really good about that they are using us and that their customers, they've asked us to not talk about the details. They are important use cases. They vary by the individual labs. This is something where we'll continue to work with them. Again, we're super excited about having them as customers. Hopefully, there's more growth there. And there are...

So we haven't built in much inflection in either of those 3 in the guidance that we've given. Absolutely, the enterprise is the long-term growth. I also think that as they start to deploy, hopefully, if we see better results this year, and hopefully, we do, I think it will because we'll see enterprise start to deploy more. The AI natives are great, again, but they're still relatively small. And then the frontier labs...

What analysts pressed on

Analysts expressed concerns about the timing of enterprise AI workload deployments and the potential impact of economic factors on consumption patterns. There was also inquiry regarding the relationship between RPO growth and Atlas revenue growth, as well as competitive pressures from other database solutions.

Main topics on the call

• AI Positioning — Management reiterated their belief that MongoDB is well-positioned as an 'AI winner,' stating, 'we think our product is perfectly suited for the AI world.' They emphasized the advantages of their document model and multi...
• Enterprise AI Workloads — Management indicated a potential timeline of '12 to 18 months' for seeing significant benefits from enterprise AI workload deployments, but noted that this could happen sooner or later depending on customer readiness and...
• Revenue Performance — MongoDB reported Q1 revenue of $300 million, which was above expectations, reflecting a 30% increase year-over-year. This performance underscores the company's strong growth trajectory in a competitive landscape.
• Guidance and Expectations — Management maintained Q2 revenue guidance at $320 million, stating, 'we haven't built in much inflection in either of those 3 in the guidance that we've given.' They expressed optimism about potential upside but acknowle...

Read the full MongoDB, Inc. transcript (June 11, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 76 MongoDB, Inc. earnings call transcripts on record, spanning January 14, 2020 to June 11, 2026. Based on this history, MongoDB, Inc. reports quarterly. The most recent call on file is dated June 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MDB

Exchange

NasdaqGM

Country

US

Sector

Information Technology

Industry

IT Services

Calls on record

76

First call

January 14, 2020

Most recent

June 11, 2026

Reporting cadence

quarterly