MongoDB (MDB) Q4 2025 Earnings Call Transcript

MongoDB (MDB 3.83%)
Q4 2025 Earnings Call
Mar 05, 2025, 5:00 p.m. ET

Contents:

• Prepared Remarks
• Questions and Answers
• Call Participants

Prepared Remarks:

Operator

Good day, and welcome to MongoDB’s Q4 fiscal year 2025 earnings call. At this time, all participants are in a listen-only mode. After the speakers’ presentation, there will be a question-and-answer session. [Operator instructions] Please be advised that today’s conference is being recorded.

I would now like to hand the conference over to your speaker, Brian Denyeau, from ICR. Please go ahead.

Brian Raferty Denyeau — Investor Relations

Thank you, Sherry. Good afternoon, and thank you for joining us today to review MongoDB’s fourth quarter fiscal 2025 financial results, which we announced in our press release issued after the close of the market today. Joining me on the call today are Dev Ittycheria, president and CEO of MongoDB; and Serge Tanjga, MongoDB’s interim CFO. During this call, we will make forward-looking statements, including statements related to our market and future growth opportunities, our opportunity to win new business, our expectations regarding Atlas consumption growth, the impact of our non-Atlas business, the long-term opportunity of AI, the opportunity of application monetization, our expectations regarding our win rates and sales force productivity, our financial guidance and underlying assumptions, and our plan to invest in growth opportunities in AI.

These statements are subject to a variety of risks and uncertainties, including the results of operations and financial condition that cause actual results to differ materially from our expectations. For a discussion of material risks and uncertainties could affect our actual results, please refer to the risks described in our quarterly report on Form 10-Q for the quarter ended October 31st, 2024, filed with the SEC on December 10th, 2024. Any forward-looking statements made on this call reflect our use only as of today, and we undertake no obligation to update them, except as required by law. Initially, we will discuss non-GAAP financial measures on this conference call.

Please refer to the table in the earnings release on the investor relations portion of our website for a reconciliation of these measures to the most directly comparable GAAP financial measure. With that, I’d like to turn the call over to Dev.

Dev C. Ittycheria — President and Chief Executive Officer

Thanks, Brian, and thank you to everyone for joining us today. I’m pleased to report that we had a good quarter and executed well against our large market opportunity. Let’s begin by reviewing our fourth quarter results before giving you a broader company update. We generated revenue of 548.4 million, a 20% year over year increase and above the high end of our guidance.