Observed Signal · Sep 1, 2026 · earnings · Source: SEC API · Impact: 4.4/5
10-Q Financial Filing Analysis for MongoDB (2026-09-01)
MongoDB, Inc. reported its financial results for the second quarter of fiscal 2027 ended July 31, 2026, demonstrating continued top-line acceleration and an operational pivot to GAAP profitability. Total revenue grew 30.5% year-over-year to $771.8 million, driven by strong usage growth in MongoDB Atlas, which reached $565.9 million and represented 73% of quarterly revenue. The company generated operating income of $28.4 million and net income of $40.9 million, compared to a net loss of $47.0 million in the prior-year period, supported by gross margin expansion to 73.8% and operational leverage across operating expense lines. For the first six months of fiscal 2027, total revenue reached $1.46 billion, generating $343.5 million in operating cash flows. The company maintained a strong liquidity profile with $2.41 billion in cash, cash equivalents, and short-term investments, while repurchasing $200.0 million in common stock under its authorized $1.0 billion share repurchase plan.
The report confirms MongoDB's transition from rapid-growth enterprise SaaS loss-leader to sustained GAAP operating profitability and robust free cash generation, anchored by durable consumption dynamics in Atlas and solid net expansion.
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Key Takeaways & Evidence Grounding
- Q2 FY2027 total revenue increased 30.5% year-over-year to $771.8 million, with subscription revenue reaching $747.1 million and Atlas DBaaS contributing $565.9 million (73% of total revenue).
- MongoDB swung to GAAP profitability, delivering operating income of $28.4 million and diluted net income per share of $0.50, compared to an operating loss of $65.3 million and net loss per share of $0.58 in Q2 FY2026.
- Customer count expanded to over 70,600 (with over 69,300 on Atlas) and customers generating $100,000+ in ARR rose to 2,999, underpinning a net ARR expansion rate of 122%.
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