AlleyCorp宣布举办首届Pitch比赛Peerless - AlleyCorp宣布举办首届Pitch比赛Peerless，旨在支持和提升早期创始人[1] - Peerless将积极寻求女性创始人的提交[2] - 获奖者将获得100万美元的投资，以及来自合作伙伴网络的支持[3] AlleyCorp创始人Kevin Ryan - AlleyCorp创始人Kevin Ryan成立了这家总部位于纽约的风险投资公司[5] MLT国家非营利组织 - MLT是一个成立于2002年的国家非营利组织，致力于培养来自少数群体的高成就个体[6]

MongoDB财务表现 - MongoDB已经确立自己作为明显的下一代NoSQL通用数据库领导者，年化收入超过20亿美元，增长率超过20%[2] - MongoDB预计2025财年的营收在19亿至19.3亿美元之间，预计非GAAP每股净收入在2.27至2.49美元之间[5] - MongoDB的订阅收入占97.1%的营收，达到4.443亿美元，同比增长27.6%；服务收入同比下降0.5%至1310万美元，占2.9%的营收[8] MongoDB市场表现 - 尽管3月7日发布的财报大幅超出预期，但由于较弱的指引，导致分析师们下调了增长预期，使得MongoDB的排名下滑[3] - MongoDB预测其2025财年的营收增长范围为+13%至+15%，低于市场预期的22%增长[4] - 公司的Atlas收入同比增长34%，占总收入的68%，报告季度结束时拥有46300名客户[10] MongoDB客户增长 - MongoDB在该季度新增了1400名客户，达到47800名，其中超过7000名是直销客户[9] - MongoDB在该季度结束时，至少有10万美元ARR的客户达到2052名，而去年同期为1651名[11] - 大多数分析师对MongoDB持乐观态度，认为降低的指引只是公司在未来几个季度内会迅速克服的暂时性问题[12]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _____________________ FORM 10-K _____________________ (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38240 _____________________ MONGODB, INC. (Exact name of registrant as specified in its cha ...

MongoDB (MDB) reported fourth-quarter fiscal 2024 adjusted earnings of 86 cents per share, which beat the Zacks Consensus Estimate by 86.96% and increased 50.9% year over year. Revenues of $457.5 million jumped 26.6% year over year and surpassed the consensus mark by 6.02%. MongoDB’s subscription revenues accounted for 97.1% of revenues and totaled $444.3 million, up 27.6% year over year. Services revenues declined 0.5% year over year to $13.1 million, contributing 2.9% to revenues. Increased User Base Mong ...

Key Points MongoDB had a solid quarter, with growth sustaining above 25% for another quarter, but guidance was weak. MongoDB Atlas is gaining traction and has grown to 68% of revenue. Analysts are resetting their targets but remain bullish and see a 15% upside at the consensus. 5 stocks we like better than Adobe Results from MongoDB NASDAQ: MDB and GitLab NASDAQ: GTLB suggest a bubble is bursting in the AI market that could impact names like Oracle NYSE: ORCL, Adobe NASDAQ: ADBE, and Microsoft NASDAQ: MSFT. ...

业绩总结 - 公司第四季度总收入为4.58亿美元，同比增长27%[22] - Atlas业务增长34%，占总收入的68%[23] - 第四季度毛利为3.536亿美元，毛利率为77%，较去年同期的78%下降[28] - 第四季度净收入为7.11亿美元，每股收益为0.86美元，较去年同期的46.4万美元、每股收益0.57美元增长[29] - 第四季度现金、现金等价物、短期投资和限制性现金总额为20亿美元[30] 用户数据 - MongoDB在2024财年新增超过7000名客户，总客户数超过47800名[7] - 公司客户数量连续增长，总客户数超过4.78万，其中Atlas客户数超过4.63万[26] 未来展望 - MongoDB预计在2025财年稳定的消费增长[9] - MongoDB预计2025财年的环境与2024财年类似[13] - 预计2025财年第一季度收入范围为4.36亿至4.4亿美元[31] - 预计2025财年全年收入范围为19亿至19.3亿美元[31] 新产品和新技术研发 - MongoDB认为人工智能将成为长期增长的重要驱动力[10] - GenAI降低了从传统SQL应用迁移到MongoDB的成本[63] 市场扩张和并购 - 公司对今年的增长更有信心，相比去年更加稳定[56] 负面信息 - 非Atlas部分预计将略有下降，因为其中的40百万美元不是可重复的[53]

财务表现 - MongoDB报告的第一季度营收为4.58亿美元，同比增长26.8%[1] - 每股收益为0.86美元，较去年同期的0.57美元有所增长[1] - MongoDB的营收超出了Zacks Consensus Estimate 6.02%[1] - EPS的惊喜超过了86.96%[1] 客户数量和收入 - MongoDB Atlas客户数量为46,300，超过了三位分析师平均估计的46,046[4] - 订阅收入为4.4494亿美元，超过了九位分析师平均估计的4.1705亿美元[4] - 服务收入为1306万美元，低于九位分析师平均估计的1492万美元[5] 股票表现 - MongoDB股票过去一个月的回报率为-10.5%，表现不佳[6]

MongoDB (MDB) came out with quarterly earnings of $0.86 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 86.96%. A quarter ago, it was expected that this database platform would post earnings of $0.49 per share when it actually produced earnings of $0.96, delivering a surprise of 95.92%. Over the last four quarters, the comp ...

MongoDB (MDB 1.77%) is due to report fourth-quarter earnings after close of trading on Thursday -- and Wall Street is nervous. Analysts following the database are expecting strong sales growth for the quarter -- more than 20% -- but a steep falloff in earnings, which could plunge 17% to $0.47 per share. Or perhaps I should say most analysts are nervous. On Wednesday morning, before earnings even come out, Citigroup analyst Tyler Radke decided to double down on his "buy" rating on MongoDB stock -- and raise ...

MongoDB股价上涨 - MongoDB股价在周三上涨，受到华尔街分析师的目标价提升和乐观评论的推动[1] - Citigroup分析师Tyler Radke将MongoDB股票的目标价提高至550美元，维持买入评级，预计潜在涨幅为36%[3] - Radke认为MongoDB的消费状况良好，建议投资者在任何回调时购买MongoDB股票[5] 公司预测 - 公司预测显示，MongoDB的营收预计将达到约4.31亿美元，同比增长19%，调整后的每股收益为0.45美元[6] 公司长期发展前景 - 分析师指出，应关注公司长期发展前景，少担心短期股价波动[8] - MongoDB长期保持稳定的营收增长，尽管按照通用会计准则（GAAP）并不盈利，但公司产生了大量经营和自由现金流，表明盈利只是时间问题[9]