| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'27 | September 1, 2026 | - | No flags | 0 | 0 | Call sheet → |
| Q1'27 | May 28, 2026 | 6/12 | 1 high, 3 medium, 2 low flags | 2 | 1 | Call sheet → |
| Q4'26 | March 3, 2026 | 9/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Q3'26 | December 1, 2025 | 9/12 | 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q1'26 | June 4, 2025 | 8/12 | 3 medium, 5 low flags | 3 | 0 | Call sheet → |
| Q4'25 | 2025-03-05 | 9/12 | 2 medium, 4 low flags | 3 | 2 | Call sheet → |
| Q3'25 | 2024-12-09 | 9/12 | 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q2'25 | August 29, 2024 | 9/12 | 4 medium, 4 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'27 | Missed | AI becoming meaningful revenue driver Explicitly stated 'results today driven primarily by core workloads,' walked back AI revenue narrative |
| Q1'27 | Pending | Federal business acceleration Bought Clarity for $10M revenue, FedRAMP still not complete |
| Q1'27 | Pending | New CRO search in final stages Still searching, Paul staying through Q2 as advisor |
| Q1'27 | Pending | Bring EA to feature parity with Atlas Still talking about it happening 'throughout fiscal 2027,' no progress update |
| Q1'27 | Exceeded | Operating margin expansion in FY26 Delivered 23% margin vs 21% prior year, beat guidance by 100+ bps |
| Q1'27 | Delivered | Atlas to grow >29% in Q1 Delivered 29.4% growth, barely cleared the bar |
| Q4'26 | Delivered | January 15 San Francisco .local event Event held, 70% attendees hadn't used MongoDB - successful mind share effort |
| Q4'26 | Pending | Continue strategic investments in engineering, marketing and sales capacity Pushed some investments to Q4 and FY27, benefiting FY26 margins |
| Q4'26 | Delivered | Free cash flow conversion exceeding 100% for fiscal '26 Achieved with $177M free cash flow in Q4 |
| Q4'26 | Exceeded | Operating margin of approximately 21% in Q4 Delivered 23% margin, 200bps above guidance midpoint |
| Q4'26 | Exceeded | Non-Atlas business to grow in upper single-digit range in Q4 Delivered 20% revenue growth driven by large multiyear deals |
| Q4'26 | Exceeded | Atlas to see approximately 27% revenue growth in Q4 Delivered 29% growth, though needed bundling adjustment explanation |
| Q3'26 | Exceeded | 80% to 100% for free cash flow conversion Now expecting to exceed 100% for fiscal 2026 |
| Q3'26 | Exceeded | 100 to 200 basis points of margin expansion on average On track for 18% FY26 operating margin, well above long-term model |
| Q3'26 | Exceeded | Focus on running an efficient, scalable business 20% operating margin vs 15% prior quarter, well above targets |
| Q3'26 | Pending | Continue to make strategic investments in engineering, marketing and direct sales Delayed hiring pushed investments into Q4/FY27 |
| Q3'26 | Delivered | Non-Atlas ARR will continue to grow year over year 8% YoY growth in Q3, up from 7% in Q2 |
| Q3'26 | Delivered | Mid-twenties percentage growth for Atlas in the second half Q3 hit 30%, Q4 guided to 27% - both above mid-twenties |
| Q1'26 | Exceeded | 10% operating margin at midpoint for FY26 Raised to 12% midpoint, citing revenue outperformance and expense timing |
| Q1'26 | Pending | $50M multiyear headwind primarily in second half Confirmed second-half weighting, no change to estimate |
| Q1'26 | Pending | App modernization to meaningfully contribute in FY27 Hired dedicated leader, still targeting FY27 timeline |
| Q1'26 | Delivered | Continued sales force productivity improvements Confirmed 'good progress' and 'materially higher' productivity in strategic accounts |
| Q1'26 | Pending | Non-Atlas business down high single digits for the year Q1 came in ahead of expectations but maintaining full-year forecast unchanged |
| Q1'26 | Delivered | Stable Atlas consumption growth compared to fiscal '25 Q1 consumption 'in line with expectations' after Q4 was 'ahead of expectations' |
| Q4'25 | Missed | Operating margin expansion would slow due to investments Q4 delivered 21% margin, above expectations due to revenue beat |
| Q4'25 | Pending | Significantly fewer mid-market customer additions Called out as future impact, not yet measurable in Q4 |
| Q4'25 | Missed | Non-Atlas revenue sequential decline in Q4 Non-Atlas actually exceeded expectations due to multiyear deals |
| Q4'25 | Delivered | $20M-$25M total IPv4 address purchases Completed at $24M total, within guided range |
| Q4'25 | Delivered | Continue to see Atlas growth deceleration in Q4 Atlas growth dropped from 26% to 24% YoY as guided |
| Q4'25 | Delivered | Q4 would see 'typical seasonal slowdown in Atlas consumption' Called out seasonal impact in Q4 as expected |
| Q3'25 | Delivered | MongoDB 8.0 general availability Announced GA with 20-60% performance improvements |
| Q3'25 | Delivered | MAAP program general availability Became generally available and expanded with new partner cohort |
| Q3'25 | Pending | IPv4 address purchases of $20-25M in fiscal 2025 Started purchases in November, still on track for full amount |
| Q3'25 | Exceeded | 10% operating margin at midpoint for fiscal 2025 Now guiding 12.3% operating margin at midpoint |
| Q3'25 | Delivered | EA headwind from multi-year compare of roughly $40M Called out $15M+ benefit this quarter vs year-ago, so still seeing headwind but smaller than expected |
| Q3'25 | Exceeded | Stable Atlas consumption growth for fiscal 2025 Q2 and Q3 both came in ahead of expectations, though they won't raise assumptions |
| Q2'25 | Exceeded | Non-Atlas revenue to be down mid-single digits for year Q2 non-Atlas beat expectations despite -13% YoY decline |
| Q2'25 | Delivered | Atlas consumption growth to slow down this year due to macro Consumption was better than Q1 but still below original expectations, as guided |
| Q2'25 | Delivered | Continue investing judiciously while focusing on execution Maintained investment levels while delivering better operating margins |
| Q2'25 | Pending | Focus on three key areas: enterprise channel, legacy modernization, AI positioning All three mentioned as ongoing priorities with some progress but too early to declare success |
| Q2'25 | Delivered | Confident in ability to continue winning new business for rest of year Q2 had strong new business quarter with both Atlas and EA exceeding expectations |
| Q2'25 | Delivered | Fine-tuned process and incentive structures for higher growth potential workloads Management confirmed changes were implemented and well received by field teams |
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