NEW YORK, Aug. 30, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces a lawsuit has been filed against MongoDB, Inc. ("MongoDB" or the "Company") (Nasdaq:MDB) and certain of the Company's senior executives. If you suffered losses on your MongoDB investment, you are encouraged to submit your information at https://www.bfalaw.com/cases-investigations/mongodb-inc. Investors have until September 9, 2024 to ask the Court to be appointed to lead the case. The complaint asser ...

MongoDB, Inc. MDB reported better-than-expected second-quarter financial results and issued strong guidance on Thursday. MongoDB reported quarterly earnings of 70 cents per share, which beat the analyst consensus estimate of 49 cents by 42.86%. Quarterly sales came in at $478.1 million, which beat the consensus estimate by 3.03% and represents growth of 12.82% from the same period last year. "MongoDB delivered healthy second-quarter results, highlighted by strong new workload acquisition and better-than-exp ...

1 F t I 1 1 BrianAJackson Investment Thesis MongoDB (NASDAQ:MDB) delivers what some may say a middle-of-the-road earnings results that result in its share price soaring more than 10% after hours. What a shocking reaction by the market. What's more, despite management raising its guidance for fiscal 2025, the stock is still priced at 100x forward non-GAAP operating profits. I'm a tech investor, so I know it's blasphemous to even mention GAAP earnings, but this company is still incurring more and more GAAP lo ...

Key Takeaways Shares in MongoDB soared more than 13% in extended trading Thursday after the company reported better-than-expected earnings and boosted its full-year outlook amid robust demand for generative AI software. The stock sits positioned to confirm a double bottom, with the shares projected to open above the pattern's neckline on Friday morning. Amid post-earnings upside in MongoDB shares, investors should watch key chart levels at $294, $323, and $370. During pullbacks, investors should monitor the ...

财务数据和关键指标变化 - 总收入为4.781亿美元,同比增长13%,超出了高端指引 [8] - Atlas收入同比增长27%,占总收入的71% [8] - 非GAAP营业利润为5,250万美元,非GAAP营业利润率为11% [8] - 客户总数超过50,700家 [28] 各条业务线数据和关键指标变化 - Atlas业务表现超出预期 [8] - Enterprise Advance业务也超出预期 [8] - 客户保留率保持强劲 [9] 各个市场数据和关键指标变化 - 公司在全球范围内获得了客户的青睐,包括Fanatics、Occidental Petroleum和Indeed等 [19][20][21] 公司战略和发展方向及行业竞争 - 公司看好AI为其带来的长期增长机会 [10][13][14][15][16] - 公司推出了MongoDB AI Applications Program (MAAP),帮助客户快速构建和部署AI应用 [14] - 公司正在帮助客户利用AI技术来现代化遗留应用程序 [15][16] - 公司认为MongoDB在处理复杂数据结构、提供高性能和安全性等方面具有优势,是理想的AI应用数据层 [11][12] - 公司在Postgres等关系型数据库上的竞争优势包括灵活的数据模型、水平扩展能力、更好的大数据性能等 [58][59] 管理层对经营环境和未来前景的评论 - 公司认为宏观环境仍然存在不确定性,但新业务获取能力保持强劲 [17][18][19] - 公司对第二半年新业务前景保持信心 [8] - 公司看好未来长期增长机会,包括帮助客户现代化遗留应用和构建新一代AI应用 [9][15][16] 其他重要信息 - 公司在Q2开始预付部分云服务费用以获得更优惠的价格,这将在未来几年提升毛利率 [34] - 公司将在Q3投入2000万-2500万美元购买IPv4地址,以进一步降低云基础设施成本 [34] 问答环节重要的提问和回答 问题1 **Sanjit Singh 提问** 询问公司调整销售激励措施的情况,以及对未来新业务增长的信心 [37][38][39] **Dev Ittycheria 回答** 公司调整了销售激励措施,初步效果良好,但为时尚早,需要继续观察 [39] 问题2 **Raimo Lenschow 提问** 询问EA业务表现强劲的原因,以及AI对公司的影响 [45][46] **Michael Gordon 回答** EA业务表现强劲是由于客户普遍需求,而不仅仅是因为多年合同因素 [47] 公司认为AI将为其带来长期机遇,但目前影响有限 [48][49] 问题3 **Kash Rangan 提问** 询问EA业务表现强劲的原因,以及AI是否会带来意外的发展 [52][53] **Dev Ittycheria 回答** 公司的"随处运行"战略受到客户欢迎,EA业务保持良好 [54][55] 公司认为AI应用需要灵活高效的数据库,MongoDB有优势,但AI对业务影响仍然较小 [55]

Key Takeaways MongoDB raised its guidance after beating expectations on the top and bottom lines. Sales of MongoDB Atlas rose 27%, making up 71% of total revenue at the database software company. CEO Dev Ittycheria said the company is "well positioned" to help businesses incorporate generative AI. MongoDB (MDB) shares rocketed higher after the bell Thursday after the company raised its full-year guidance alongside second-quarter results that topped expectations. The database software company now expects 202 ...

MongoDB (MDB) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 45.83%. A quarter ago, it was expected that this database platform would post earnings of $0.38 per share when it actually produced earnings of $0.51, delivering a surprise of 34.21%. Over the last four quarters, the compan ...

SAN DIEGO, Aug. 29, 2024 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of MongoDB, Inc. (NASDAQ: MDB) securities between August 31, 2023 and May 30, 2024, inclusive (the "Class Period"), have until September 9, 2024 to seek appointment as lead plaintiff of the MongoDB class action lawsuit. Captioned Baxter v. MongoDB, Inc., No. 24-cv-05191 (S.D.N.Y.), the MongoDB class action lawsuit charges MongoDB as well as certain of MongoDB's top executives ...

MongoDB shares jumped as much as 16% in extended trading on Thursday after the database software maker reported healthy fiscal second-quarter earnings and pushed up full-year guidance. Here's how the company did against LSEG consensus: Earnings per share: 70 cents adjusted vs. 49 cents expected Revenue: $478.1 million vs. $464.1 million MongoDB's revenue grew 13% year over year in the quarter that ended July 31, according to a statement. The quarter's net loss came to $54.5 million, or 74 cents per share, c ...

财务指标 - 总收入为4.781亿美元，同比增长13%[3] - 订阅收入为4.638亿美元，同比增长13%[3] - 非GAAP毛利率为75%，同比下降3个百分点[3] - 非GAAP营业利润为5,250万美元，同比下降33.6%[3] - 非GAAP净利润为5,900万美元，同比下降23.1%[4] - 免费现金流为负400万美元，同比改善85.4%[4] - 公司总收入为4.78亿美元，同比增长12.8%[26] - 订阅收入为4.64亿美元，同比增长13.3%[26] - 服务收入为1.43亿美元，同比下降1.1%[26] - 总成本和费用为5.49亿美元，同比增长14.6%[26] - 研发投入为1.49亿美元，同比增长18.7%[26] - 销售和营销投入为2.22亿美元，同比增长13.1%[26] - 经营亏损为7,144万美元[26] - 净亏损为5,453万美元[26] - 每股亏损为0.74美元[26] - 股票期权费用总计1.22亿美元[27] - 非GAAP毛利率为75%，同比增加3个百分点[29] - 非GAAP销售和营销费用为1.81亿美元，同比增加22%[31] - 非GAAP研发费用为9,240.8万美元，同比增加26%[31] - 非GAAP管理费用为3,514.3万美元，同比增加19%[31] - 非GAAP营业利润为5,251.7万美元，同比下降34%[31] - 非GAAP营业利润率为11%，同比下降8个百分点[31] - 经营活动产生的现金流为-139.8万美元[29] - 投资活动产生的现金流为29.04亿美元[29] - 融资活动产生的现金流为1.88亿美元[29] - 公司非GAAP每股收益在三个月和六个月期间分别为0.70美元和1.22美元[33] - 公司经营活动现金流在三个月期间为负1,398,000美元，但在六个月期间为正62,215,000美元[35] 业务发展 - MongoDB Atlas收入同比增长27%，占总收入的71%[3] - 客户总数超过50,700家[1] - MongoDB AI应用程序(MAAP)在7月份正式推出[6] - MongoDB Atlas Vector Search连续两年被评为最受欢迎和第二大使用的向量数据库[6] - 公司总客户数从2022年7月的37,000+增长到2024年7月的50,700+[37] - 直销客户数从2022年7月的5,400+增长到2024年7月的7,300+[37] - 年度经常性收入100,000美元以上的客户数从2022年7月的1,462家增长到2024年7月的2,189家[37] - MongoDB Enterprise Advanced业务占订阅收入的比重从2022年7月的28%下降到2024年7月的24%[40] - 直销客户收入占订阅收入的比重保持在87%-88%之间[40] 公司业绩 - 公司在三个月和六个月期间内均出现净亏损，但通过调整非GAAP指标如股票激励费用、无形资产摊销等项目后实现了非GAAP净利润[32]