Database platform company MongoDB (NASDAQ:MDB) reported Q4 CY2025 results beating Wall Street’s revenue expectations , with sales up 26.7% year on year to $695.1 million. The company expects next quarter’s revenue to be around $661.5 million, close to analysts’ estimates. Its non-GAAP profit of $1.65 per share was 12.1% above analysts’ consensus estimates.

Is now the time to buy MongoDB? Find out in our full research report.

Revenue: $695.1 million vs analyst estimates of $670.3 million (26.7% year-on-year growth, 3.7% beat)

Adjusted EPS: $1.65 vs analyst estimates of $1.47 (12.1% beat)

Adjusted Operating Income: $158.8 million vs analyst estimates of $142.6 million (22.8% margin, 11.3% beat)

Revenue Guidance for Q1 CY2026 is $661.5 million at the midpoint, roughly in line with what analysts were expecting

Adjusted EPS guidance for the upcoming financial year 2027 is $5.84 at the midpoint, beating analyst estimates by 2.4%

Operating Margin: 0%, up from -3.4% in the same quarter last year

Free Cash Flow Margin: 25.4%, up from 22.3% in the previous quarter

Customers: 65,200, up from 62,500 in the previous quarter

Billings: $798 million at quarter end, up 32.3% year on year

Market Capitalization: $26.73 billion

"We delivered strong fourth quarter results driven by our continued go-to-market execution and the broad-based demand we are seeing across our product lines, as customers deploy additional elements of the MongoDB platform. At the same time, we significantly outperformed on operating margin, achieving a rule of 40 performance and demonstrating we can drive durable revenue growth while simultaneously expanding margin," said CJ Desai, President and Chief Executive Officer of MongoDB.

Named after "humongous database," reflecting its ability to handle massive data loads, MongoDB (NASDAQ:MDB) provides a flexible document-based database platform that helps developers build, deploy, and maintain modern applications more efficiently.

Examining a company’s long-term performance can provide clues about its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Thankfully, MongoDB’s 33.1% annualized revenue growth over the last five years was excellent. Its growth beat the average software company and shows its offerings resonate with customers, a helpful starting point for our analysis.

We at StockStory place the most emphasis on long-term growth, but within software, a half-decade historical view may miss recent innovations or disruptive industry trends. MongoDB’s annualized revenue growth of 21% over the last two years is below its five-year trend, but we still think the results suggest healthy demand.

This quarter, MongoDB reported robust year-on-year revenue growth of 26.7%, and its $695.1 million of revenue topped Wall Street estimates by 3.7%. Company management is currently guiding for a 20.5% year-on-year increase in sales next quarter.

Looking further ahead, sell-side analysts expect revenue to grow 17.4% over the next 12 months, a deceleration versus the last two years. Despite the slowdown, this projection is healthy and implies the market sees success for its products and services.

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Billings is a non-GAAP metric that is often called “cash revenue” because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract.

MongoDB’s billings punched in at $798 million in Q4, and over the last four quarters, its growth was fantastic as it averaged 28.9% year-on-year increases. This alternate topline metric grew faster than total sales, meaning the company collects cash upfront and then recognizes the revenue over the length of its contracts - a boost for its liquidity and future revenue prospects.

MongoDB reported 65,200 customers at the end of the quarter, a sequential increase of 2,700. That’s roughly in line with what we’ve observed over the last year, confirming that the company is maintaining its sales momentum.

We were impressed by how significantly MongoDB blew past analysts’ billings expectations this quarter. We were also glad its full-year EPS guidance exceeded Wall Street’s estimates. On the other hand, its EPS guidance for next quarter missed and its full-year revenue guidance fell slightly short of Wall Street’s estimates. Zooming out, we think this was a mixed quarter. The market seemed to be hoping for more, and the stock traded down 23.5% to $250.73 immediately following the results.

So do we think MongoDB is an attractive buy at the current price? If you’re making that decision, you should consider the bigger picture of valuation, business qualities, as well as the latest earnings. We cover that in our actionable full research report which you can read here, it’s free.