NASDAQ$MDB

MongoDB Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

MongoDB's financial performance for Q3 2022 resulted in revenue of $227 million, representing a 50% year-over-year increase, and a customer base exceeding 31,000.

MongoDB announced its Q3 Fiscal Year 2022 financial results, with total revenue reaching $227 million, a 50% increase year-over-year. The company's customer base grew to over 31,000, and MongoDB Atlas revenue increased by 84% year-over-year, accounting for 58% of the total Q3 revenue.

  • Total revenue was $226.9 million, up 50% year-over-year.
  • MongoDB Atlas revenue grew by 84% year-over-year and represented 58% of total revenue.
  • The company had over 31,000 customers as of October 31, 2021.
  • Non-GAAP loss from operations was $3.5 million, compared to $16.0 million in the year-ago period.

Headline financials

Total Revenue

$227M

Previous: $151M+50.5%
EPS (adj)

-$0.11

Previous: -$0.31+64.5%
Total Customers

31.0K

Previous: 22.6K+37.2%
Atlas Customers

29.5K

Previous: 21.1K+39.8%
Customers > $100k ARR

1.2K

Previous: 898+33.7%
Capital Expenditures

-$4.52M

Previous: -$10.9M+58.7%
Free Cash Flow

-$85.8M

Previous: -$83.6M-2.7%
Net Income

-$81.3M

Previous: -$72.7M-11.9%
Operating Income

-$76.8M

Previous: -$58.1M-32.2%
Gross Profit

$158M

Previous: $105M+51.4%
Cash & Equivalents

$748M

Previous: $415M+80.4%
Total Assets

$2.35B

Previous: $1.36B+73.4%
Stock-Based Comp

$68.7M

No prior period

Revenue & EPS history

MongoDB · Revenue · Quarterly

$227M

Q3 2022+50.5%vs Q3 2021
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

MongoDB · $9.02M total across 1 segment · Q3 2022

  • Services
    $9.02M+34.6%

Forward guidance

MongoDB is issuing financial guidance for the fourth quarter and full year fiscal 2022. Revenue is expected to be between $239.0 million and $242.0 million for the fourth quarter and between $846.3 million and $849.3 million for the full year. Non-GAAP loss from operations is expected to be between ($13.0) million and ($11.0) million for the fourth quarter and between ($36.4) million and ($34.4) million for the full year. Non-GAAP net loss per share is expected to be between ($0.24) and ($0.21) for the fourth quarter and between ($0.74) and ($0.71) for the full year.

Tailwinds

  • Revenue for Q4 is projected to be between $239.0 million and $242.0 million.
  • Full year revenue is projected to be between $846.3 million and $849.3 million.
  • Non-GAAP loss from operations for Q4 is projected to be between ($13.0) million and ($11.0) million.
  • Non-GAAP loss from operations for the full year is projected to be between ($36.4) million and ($34.4) million.
  • Non-GAAP net loss per share for Q4 is projected to be between ($0.24) and ($0.21).

Headwinds

  • Q4 Non-GAAP loss from operations is expected.
  • Full year Non-GAAP loss from operations is expected.
  • Q4 Non-GAAP net loss per share is expected.
  • Full year Non-GAAP net loss per share is expected.
  • 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.

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 Q3 2022

Historical avgQ3 2022

+3.6%

Avg return

Earnings day

+5.2%

Avg return

5 days after

+5.6%

Avg return

30 days after

66%

23 / 35 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 2027-15.3%-8.6%
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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro