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The End Of Software - Not. MongoDB Q4 FY1/26 Earnings Review.

Last updated on 
The End Of Software - Not. MongoDB Q4 FY1/26 Earnings Review.
Photo by Sunder Muthukumaran / Unsplash

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Pretty Good Quarter

The c. 28% drop in $MDB stock from yesterday’s close to the current price in premarket is best explained by:

  • Rising levels of aggression in the Middle East and/or
  • Disappointing guidance and/or
  • Because the autopilot on Wall St is set at “sell software after earnings”.

The quarter was good, very good.