Software stocks MDB, ZS, and TEAM have bounced off their lows but are still struggling Cloud-based software stocks were flying high to start the year, but have undergone an extensive correction since the spring. Many heavy hitters in the sector are higher today, so is it time to buy back in at intriguing entry points? MongoDB Inc (NASDA Q:MDB) stock was last seen up 4.1% to trade at $270.20, but is 47.6% off its Feb. 12 record high of $509.62. The shares are 34% lower in 2024, thanks in large part to a mass ...

文章核心观点 - MongoDB公司在2024年第四季度业绩良好,但随后在2025财年全年指引中预期收入低于预期 [1][2] - MongoDB公司将收入预期下调的原因归因于公司调整了销售激励结构,导致了"未使用承诺"和"多年许可交易"相关收入的下降 [1] - 2024年5月30日,MongoDB进一步下调了2025财年全年指引,原因是宏观环境影响了消费增长 [2] - 分析师质疑MongoDB调整营销策略是否导致了客户行为和使用模式的改变 [2] 公司相关 - MongoDB在2024年第四季度业绩良好,但2025财年全年指引低于预期 [1][2] - MongoDB将收入预期下调的原因归因于公司调整了销售激励结构 [1] - MongoDB在2024年5月30日进一步下调了2025财年全年指引,原因是宏观环境影响了消费增长 [2] 行业相关 - 分析师质疑MongoDB调整营销策略是否导致了客户行为和使用模式的改变 [2]

MongoDB (MDB) shares have declined 38.1% year to date, underperforming the broader Zacks Computer and Technology sector's appreciation of 22.5%. MDB shares have also lagged the Zacks Internet Software industry and its peers like Samsara (IOT) , Fortinet (FTNT) and Cognyte Software (CGNT) . Over the same time frame, shares of Samsara, Fortinet and Cognyte Software have returned 37%, 31.5% and 0.6%, respectively. The industry appreciated 21.3% YTD. The underperformance of MDB shares can be attributed to chall ...

Update to the world's most popular document database is the most performant version of MongoDB ever released, with greater ease of use and enterprise-grade security, resilience, and availability for a wide variety of applications Optimizations in MongoDB 8.0 improve overall throughput by up to 32%, while accelerating time series data aggregations by more than 200% New scale-out capabilities in MongoDB 8.0 distribute data up to 50x faster and reduce single-shard cluster costs by up to 50% for efficient scala ...

NEW DELHI, Sept. 27, 2024 (GLOBE NEWSWIRE) -- BUSINESSNEXT, a global leader in composable enterprise solutions for financial services, has partnered with MongoDB to accelerate autonomous operations powered with specialized predictive and generative AI for banking and insurance. Headquartered in New York, MongoDB empowers innovators to create, transform, and disrupt industries with the power of software and data. The collaboration between BUSINESSNEXT and MongoDB will empower banking and financial services w ...

报告公司投资评级 - 维持"买入"评级 [2] 报告的核心观点 - 营收稳步增长,净利润承压。FY2025Q2(CY2024Q2)公司实现收入4.781亿美元(YoY+13%),得益于直销客户的订阅收入增加。受销售营销支出与研发成本增加的影响,公司净亏损为0.545亿美元(YoY+45%)；Non-GAAP净利润为0.590亿美元(YoY-23%),经调整净利润率为12%(YoY-5.8pcts) [2] - 订阅服务持续发力,直销客户贡献增长。FY2025Q2(CY2024Q2)公司服务收入为0.143亿美元,同比下降1%。得益于直销客户部分收入增长0.432亿美元,订阅服务收入为4.638亿美元(YoY+13%),占总收入97%(YoY+0.4pcts),反映了市场对公司平台和相关服务的需求增加 [2] - 客户规模显著扩大,驱动收入增长。截至FY2025Q2(CY2024Q2),公司总客户数量超过50,700名(YoY+13%),得益于Atlas客户的增长;直销客户超过7,300名,同比增长7%,贡献了超过87%的订阅收入,客户规模增长显著。Atlas在FY2025Q2(CY2024Q2)季度末拥有超过49,200名客户(YoY+13%),反映了公司新客户以及现有企业客户添加增量Atlas工作负载 [3] 财务数据总结 - 营业收入:FY2024为16.83亿美元,FY2025E为19.30亿美元,FY2026E为22.04亿美元,FY2027E为26.29亿美元 [4] - 毛利率:FY2024为74.8%,FY2025E为75.1%,FY2026E为76.0%,FY2027E为77.0% [4] - Non-GAAP归母净利润:FY2024为2.74亿美元,FY2025E为2.07亿美元,FY2026E为2.53亿美元,FY2027E为3.45亿美元 [4] - Non-GAAP净利润率:FY2024为16.3%,FY2025E为10.7%,FY2026E为11.5%,FY2027E为13.1% [4]

MongoDB (MDB) shares have plunged 28.7% year to date, underperforming the Zacks Computer and Technology sector's growth of 13.6%, raising questions about whether this presents a buying opportunity for investors. This significant decline comes amid broader market volatility and shifting sentiment toward growthoriented technology stocks. MongoDB, known for its popular NoSQL database platform, has been a darling of the tech industry since its IPO in 2017. The company's innovative approach to data management ha ...

MongoDB, Inc. (NASDAQ:MDB) Piper Sandler Growth Frontiers Conference September 11, 2024 10:00 AM ET Company Participants Michael Gordon - Chief Operating Officer and Chief Financial Officer Serge Tanjga - Senior Vice President of Finance Conference Call Participants Brent Bracelin - Piper Sandler Brent Bracelin Good morning. Thank you for joining us here. I had an insightful little keynote there with the CIO panel. Good news is, a lot of investment in data. So this is very topical here. Very pleased to have ...

会议主要讨论的核心内容 公司业务概况 - 公司是一家拥有近20年历史的数据库公司,目前收入接近20亿美元,但在超过800亿美元的庞大数据库市场中仍占据较小的市场份额 [4][6][7] - 公司的数据库产品主要应用于新建应用程序,同时也有一定比例来自于客户从传统关系型数据库迁移过来 [8][9] - 公司的数据库即服务产品(Atlas)占到公司收入的71%,这部分业务主要来自新建应用程序 [8] 业务增长动力 - 公司的增长主要来自两个方面:一是已有客户应用程序的使用量增长,二是持续获取新的应用程序客户 [17][18][19][20][21] - 公司在新客户获取方面表现良好,但已有客户应用程序的使用量增长放缓是近期业绩增长放缓的主要原因 [20][21] - 公司正在采取多种措施来提升新客户获取能力,包括产品创新、销售团队扩张等 [11][12][13][26][27] 人工智能带来的机遇 - 人工智能应用对公司数据库产品需求有两个主要方向:一是自动化系统和对话助手,二是智能文档检索分析 [30] - 人工智能应用对公司数据库的使用强度还不确定,但预计会带来更多新的应用程序需求,从而扩大公司的市场机会 [31][32][33][34][35] - 公司正在与各大云服务商合作,确保其人工智能工具能够很好地支持公司的数据库产品 [38][39] 竞争格局 - 开源数据库PostgreSQL一直是公司的主要竞争对手,但公司在与之竞争时胜率较高 [44][45] - 云服务商提供的数据库产品也是公司的主要竞争对手,但同时也是公司的重要合作伙伴 [44] - 公司的核心竞争优势在于产品的技术优势和开发者的青睐,即使在未来机器编码时代,这些优势仍将持续 [39][40]

MongoDB for Academia also working with learning platforms SmartInternz and GeeksforGeeks to equip Indian students with the knowledge needed to build modern, AI-powered applications BENGALURU, India, Sept. 10, 2024 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced the expansion of MongoDB for Academia in India, including a new partnership with All India Council for Technical Education (AICTE), Ministry of Education, Government of India. The AICTE partnership will be supported by SmartBridge's Smart ...