Software Stack Investing
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
Software Stack Investing
MongoDB Q4 FY2023 Earnings Report
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Software Stack Investing
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Season 2
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Episode 9
With MongoDB's Q4 earnings report following most peers in the software infrastructure space, investors were bracing for decelerating revenue growth and a conservative guide for the upcoming year. MongoDB delivered just that. While Q4 notched a nice beat on revenue with growth of 36% annually, the preliminary guide for FY2024 came in at just 16% growth, almost 10% below analyst estimates.
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