NASDAQ$MDB

MongoDB Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

MongoDB's Q2 2022 results were exceptionally strong, driven by Atlas revenue growth and customer adoption.

MongoDB announced strong second quarter fiscal 2022 financial results with total revenue of $198.7 million, up 44% year-over-year. MongoDB Atlas revenue grew by 83% year-over-year and now accounts for 56% of total Q2 revenue. The company continues to experience strong customer growth, with over 29,000 customers as of July 31, 2021.

  • Total revenue was $198.7 million, an increase of 44% year-over-year.
  • MongoDB Atlas revenue grew 83% year-over-year, representing 56% of total Q2 revenue.
  • The company surpassed 200 million cumulative downloads from its website.
  • MongoDB had over 29,000 customers as of July 31, 2021.

Headline financials

Total Revenue

$199M

Previous: $138M+43.7%
EPS (adj)

-$0.24

Previous: -$0.22-9.1%
Total Customers

29.0K

Previous: 20.2K+43.6%
Atlas Customers

27.5K

No prior period
Customers > $100k ARR

1.1K

Previous: 819+37.5%
Capital Expenditures

-$2.33M

Previous: -$5.3M+56.0%
Free Cash Flow

-$79.5M

Previous: -$69.8M-13.8%
Net Income

-$77.1M

Previous: -$64.5M-19.5%
Operating Income

-$72.5M

Previous: -$49.8M-45.7%
Gross Profit

$138M

Previous: $96M+43.8%
Cash & Equivalents

$1.16B

Previous: $469M+147.3%
Total Assets

$2.28B

Previous: $1.36B+68.3%
Stock-Based Comp

$57.7M

No prior period

Revenue & EPS history

MongoDB · Revenue · Quarterly

$199M

Q2 2022+43.7%vs Q2 2021
Beat estimate in 4 of 16 quarters(25%)
ActualEstimate

Revenue by segment

MongoDB · $7.4M total across 1 segment · Q2 2022

  • Services
    $7.4M+27.5%

Forward guidance

MongoDB is issuing the following financial guidance for the third quarter and full year fiscal 2022. For the third quarter, revenue is expected to be between $202.0 million and $204.0 million, and non-GAAP loss from operations is expected to be between $(25.0) million and $(23.0) million, with Non-GAAP Net Loss per Share between $(0.42) to $(0.39). For the full year fiscal 2022, revenue is expected to be between $805.0 million to $811.0 million, and non-GAAP loss from operations is expected to be between $(67.0) million to $(62.0) million, with Non-GAAP Net Loss per Share between $(1.20) to $(1.13).

Tailwinds

  • Revenue is expected to be between $202.0 million and $204.0 million for Q3 2022.
  • Non-GAAP loss from operations is expected to be between $(25.0) million and $(23.0) million for Q3 2022.
  • Non-GAAP net loss per share is expected to be between $(0.42) and $(0.39) for Q3 2022.
  • Revenue is expected to be between $805.0 million and $811.0 million for fiscal year 2022.
  • Non-GAAP loss from operations is expected to be between $(67.0) million and $(62.0) million for fiscal year 2022.

Headwinds

  • Non-GAAP loss from operations is expected for both Q3 and full year fiscal 2022.
  • Non-GAAP net loss per share is expected for both Q3 and full year fiscal 2022.
  • Fluctuations in MongoDB’s operating results may be particularly pronounced in the current economic environment due to continuing uncertainty caused by the ongoing COVID-19 pandemic.
  • Reconciliation of non-GAAP loss from operations and non-GAAP net loss per share guidance to the most directly comparable GAAP measures is not available without unreasonable efforts on a forward-looking basis.
  • The variability of charges is expected to have a significant, and potentially unpredictable, impact on future GAAP financial results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+4.1%

Avg return

Earnings day

+5.6%

Avg return

5 days after

+5.6%

Avg return

30 days after

68%

23 / 34 earnings

Positive

+37.7%

Q2 2026

Best reaction

-29.3%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+5.8%-16.8%-22.1%
Q3 2026+5.1%+24.6%+27.6%
Q2 2026+37.7%+47.2%+48.6%
Q1 2026+12.7%+6.7%+5.8%
Q4 2025-26.9%-25.9%-41.5%
Q3 2025-15.3%-22.2%-27.6%
Q2 2025+23.5%+20.3%+14.5%
Q1 2025-29.3%-30.5%-25.2%
Q4 2024-6.4%-10.0%-11.4%
Q3 2024-8.4%-9.7%-14.3%
Q2 2024+4.6%+5.0%-7.9%
Q1 2024+28.1%+31.9%+39.9%
Q4 2023-6.3%-9.8%-3.5%
Q3 2023+19.9%+28.9%+15.8%
Q2 2023-27.1%-26.0%-40.0%
Q1 2023+20.9%+15.8%+13.4%
Q4 2022+19.3%+13.0%+53.0%
Q3 2022+11.0%+12.8%-4.8%
Q2 2022+29.0%+24.5%+20.6%
Q1 2022+9.6%+11.4%+25.9%
Q4 2021+2.6%+11.5%+3.4%
Q3 2021-0.2%+21.2%+25.4%
Q2 2021-11.5%-14.4%-6.5%
Q1 2021-15.4%-13.8%-3.8%
Q4 2020+6.8%+21.8%+55.6%
Q3 2020-1.5%-2.1%+6.9%
Q2 2020+0.3%-12.4%-12.5%
Q1 2020+6.9%+24.7%+12.8%
Q4 2019+24.8%+31.6%+36.2%
Q3 2019+6.8%-0.7%-10.7%
Q2 2019+6.8%+13.1%-1.2%
Q1 2019+0.7%+9.4%+5.4%
Q4 2018+3.0%-0.6%+1.8%
Q3 2018+1.8%+9.5%+10.2%
Q2 2018
Q1 2018
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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