MDBORCL
MDB 4Q24: Deja vu
FUNDA
Print beat, FY26 guide light on $50m on-prem drag; Atlas set to re-accelerate, leaving room for OPM beats.
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We highlighted pre earnings that the biggest downside risk to MDB results was FY26 guidance. Indeed the results feel deja vu to us like the last few quarters - current period BEAT and guidance MISS, but it may not be as bad as it looks.
Result recap
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