Earnings Edge

Earnings Edge

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Are They Not Sandbagging? Recapping MongoDB's Results

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Consensus Media
Mar 02, 2026
∙ Paid

Something is off here - the quarter looks great, inclusive of strong billings, but the guide disappoints. Did something happen with customer retention after the close of 4Q? You’re getting a CRO departure in the release which will raise some questions.

Here’s the full breakdown of Actuals vs. Consensus for 4Q and the 1Q/FY guides:

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