Shareholder letter / filing capturedNo transcript↑ Rising
AI Surface Over Time
A historical globe of MongoDB’s named AI products, capabilities, partnerships, use cases, and executive themes across the latest 3 quarters, with each theme anchored to when it first appeared.
67 normalized themesLatest: Q4 FY2026
Q2 FY2026Q3 FY2026Q4 FY2026Positioned by first-seen quarter
We delivered strong fourth quarter results driven by our continued go-to-market execution
Evidence snippet
MongoDB Q4 FY2026
integration of its core database with industry-leading embedding and reranking models from Voyage AI by MongoDB
Evidence snippet
MongoDB Q4 FY2026
positions them to capitalize on the emerging AI platform shift
Evidence snippet
MongoDB Q4 FY2026
availability of its search and vector search capabilities
Evidence snippet
AI Thesis
MongoDB reported strong Q4 FY2026 results: total revenue $695.1M (up 27% YoY), non-GAAP gross margin 75%, non-GAAP operating income $158.8M, GAAP net income $15.5M, and free cash flow $176.7M. The company launched and integrated multiple AI-specific offerings under the Voyage AI by MongoDB brand (including Voyage 4 embedding models), added Automated Embedding for Community Vector Search, embedding and reranking model APIs for Atlas, and introduced an AI-powered data operations assistant for MongoDB Compass and Atlas Data Explorer. MongoDB expanded its MongoDB for Startups program (members > $200B aggregate valuation) and highlighted deep integrations with AWS AI services (Amazon Bedrock, SageMaker, Amazon Q). Management frames AI and developer-facing embedding/vector search, reranking, and retrieval capabilities as strategic drivers of Atlas adoption and future revenue, and issued Q1 FY2027 revenue guidance of $659M–$664M and FY2027 revenue guidance of $2.86B–$2.90B with non-GAAP EPS guidance of $1.15–$1.19 (Q1) and $5.75–$5.93 (FY). Tone is bullish with high innovation signals and moderate risk language around AI reputation and macro factors.
Quarterly Movement
Movement Read
Rising: MongoDB is currently showing accelerating AI transformation signals quarter over quarter.
Momentum currently reads +259.1%.
Evidence Snippets
Executive signal
We delivered strong fourth quarter results driven by our continued go-to-market execution
Transcript / release tone extraction
Tone evidence
integration of its core database with industry-leading embedding and reranking models from Voyage AI by MongoDB
Transcript / release tone extraction
Narrative evidence
At the same time, we significantly outperformed on operating margin, achieving a rule of 40 performance
Narrative signal extraction
Narrative evidence
integration of its core database with industry-leading embedding and reranking models from Voyage AI by MongoDB
Narrative signal extraction
AI Products
Voyage AI by MongoDB
Voyage 4
Automated Embedding for MongoDB Community Vector Search
Atlas model APIs
AI-powered data operations assistant
Strategic AI Partnerships
Amazon Web Services (AWS)
Amazon Bedrock
Amazon SageMaker
Amazon Q
AI Capabilities
vector search
reranking
AI-powered retrieval
data operations assistance
AI Primitives
embeddings
reranking models
Major Customers
MongoDB for Startups members > $200 billion aggregate valuation