Categories Earnings, Technology

MongoDB (MDB) betters Q4 2020 estimates; Q1 and FY21 revenue to be affected by COVID-19

Coronavirus outbreak to impact MongoDB's Q1 and fiscal 2021 revenue

Despite surpassing the bottom and topline estimates of the Street in Q4, MongoDB (NASDAQ: MDB) stock traded in negative territory as the company said COVID-19 outbreak will negatively impact its revenue in Q1 2021 and fiscal 2021. After plunging to a new 52-week low yesterday, MDB stock bounced back and ended up 15.71% today. However, the stock dropped about 5% in the after-market trading.

The New York-based database developer’s Q4 2020 loss widened to $0.25 per share and revenue jumped 44% to $123.5 million. The market had estimated MongoDB to post a fourth-quarter loss of $0.28 per share and revenue of $110.57 million in Q4.

MongoDB betters Q4 2020 estimates; Q1 and FY21 revenue to be affected by COVID-19

Atlas customers grew 35% annually to over 15,400 and customers with $100,000 or greater in annualized recurring revenue and annualized monthly recurring revenue rose to 751 from 557 in the last year.

Subscription revenue rose 46% year-over-year to $117.8 million and services revenue grew 17% to $5.7 million. On a GAAP basis, net loss was $62.6 million or $1.10 per share compared to a loss of $22.2 million or $0.41 per share in the prior-year quarter.

MongoDB expects fiscal 2021 non-GAAP loss to be in the range of $1.40 per share to $1.23 per share. Revenue is targeted to be between $510 million and $530 million.

For the first quarter of fiscal 2021, the company expects loss to be in the range of $0.25 per share to $0.22 per share on revenue of $119 million to $121 million.

The company estimates $1 million to $2 million negative revenue impact from COVID-19 outbreak for the first quarter and $15 million to $25 million for the full-year fiscal 2021. MongoDB added that the situation regarding COVID-19 is “uncertain” and is changing rapidly. MongoDB will continue to evaluate the global pandemic’s potential impact on its business.

MDB stock declined 34% in the past one month and 14% since the beginning of the year.

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