What MongoDB's latest 10-Q says: 7 signals
MongoDB filed its latest 10-Q with the SEC on Sep 1, 2026. It discusses acquisition completed, backlog growth and board change.
Public (MDB)Software Development5,001 to 10,000 employeesmongodb.comLinkedIn
- Filed
- Sep 1, 2026
- Filings
- 2
- Signals
- 16
10-Q · latest 10
What MongoDB's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 7 signals
MongoDB locked into non-cancelable, multi-year cloud capacity commitments
The company has significant financial commitments to third-party cloud providers, requiring payment regardless of actual usage.
cloud
MongoDB's Q2 acquisition (implied $12.8M goodwill increase) creates system integration projects.
The acquisition, reflected by a $12.8M increase in goodwill during the first half of the year, necessitates the integration of financial, HR, and operational systems.
$12.8M
Increase in Goodwill, indicating a recent acquisition.
MongoDB's Goodwill increased by $12.8M, suggesting a recent acquisition.
Goodwill increased from $191.4M to $204.2M since the previous period, strongly implying a recent acquisition.
$12.8M
Increase in Goodwill, implying value of a recent acquisition.
Management cites public company compliance as a resource strain and distraction
MongoDB states that compliance requirements are diverting management's time from revenue-generating activities and increasing G&A expenses.
Three MongoDB board members adopted Rule 10b5-1 stock sale plans in July 2026.
Board members Dwight Merriman, Charles Hazard, Jr., and Archana Agrawal established pre-arranged stock selling plans.
MongoDB quarterly revenue grows 30.5% YoY to $771.8 million, signaling investment needs
Strong top-line growth of 30.5% indicates significant customer demand and market expansion, suggesting the company is actively investing in infrastructure, personnel, and systems to support and sustain this rapid scaling.
$771.8M
Total revenue for the three months ended July 31, 2026
30.5%
Year-over-year quarterly revenue growth
- SEC EDGAR
10-Q
Filed · 9 signals
Integrating Voyage AI acquisition to bolster AI capabilities
MongoDB is integrating its acquisition of Voyage AI, indicating a strategic push into artificial intelligence.
AIVoyage AI
Company locked into non-cancelable, multi-year cloud capacity commitments
cloud
MongoDB acquired Voyage AI, signaling deeper push into artificial intelligence
The acquisition of Voyage AI requires integrating a new team and technology stack, creating potential disruption and re-evaluation of existing development, security, and operational tools.
AI
Fixed cloud commitments create financial vulnerability during downturns
The company explicitly identifies its non-cancelable cloud contracts as a risk that heightens vulnerability to economic downturns.
cloud
Showing 10 of 16 filing signals. The Signal API returns all of them.
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MongoDB earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year revenue and operating margin guidance, signaling strong business confidence.The company increased its FY2026 revenue guidance by $10M and operating margin guidance by 200 basis points. This financial strength and positive outlook indicate available budget and a willingness to invest in growth drivers. | |
| Aggressively investing in AI, including acquisition and expanded engineering efforts.MongoDB is heavily focused on the AI market, acquiring Voyage AI to enhance its platform and expanding engineering efforts. This strategic priority creates opportunities for vendors with complementary AI, data, and infrastructure solutions. | |
| New CFO prioritizing spend reallocation to high-ROI opportunities and disciplined spending.The new CFO, Mike Gordon, stated a key priority is to reallocate existing spend to higher ROI opportunities and enforce disciplined incremental spending. This presents a prime opportunity for vendors to pitch solutions that offer clear, measurable ROI and operational efficiency. | |
| Refocusing GTM resources from mid-market to enterprise accounts.The company is reallocating go-to-market resources to focus on the 'high end of the market.' This shift impacts sales territories, compensation, and target accounts, creating an opportunity for partners and vendors to align with their new enterprise-focused strategy. | |
| Positions itself against Postgres and a fragmented data stack for AI.Executives contrast their integrated platform against competitors like Postgres, arguing that rivals require stitching together multiple point solutions (e.g., Elastic, Pinecone, Cohere) for modern AI apps. This reveals their competitive positioning and the pain points they target in rival stacks. | |
| Highlighted LG Uplus AI agent assist solution built on Atlas.LG Uplus, a major South Korean mobile operator, built its agent assist AI solution on MongoDB Atlas and Vector Search. This win validates their AI strategy and provides a powerful reference case for other enterprises looking to deploy similar AI-powered customer service solutions. |
Signal API · MCP
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One POST /v1/companies/enrich call with mongodb.com returns MongoDB 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
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-H "Content-Type: application/json" \
-d '{"domain":"mongodb.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .