Izinzuzo ze-MongoDB (MDB) Q3 2023

I-MongoDB amasheya akhuphuke ngo-27% ekuhwebeni okunwetshiwe ngoLwesibili ngemuva kokuthi umenzi wesoftware yolwazi ethole inzuzo ngokumangazayo.

Nansi indlela inkampani yenze ngayo:

• Izinzuzo: Amasenti angu-23 ngesheya ngalinye, alungisiwe, uma kuqhathaniswa nokulahlekelwa kwamasenti angu-17 ngesheya njengoba kulindelwe abahlaziyi, ngokusho kwe-Refinitiv.
• Imali engenayo: $333.6 million, vs. $303.4 million njengoba kulindeleke abahlaziyi, ngokusho Refinitiv.

Imali engenayo ye-MongoDB ikhuphuke ngo-47% unyaka nonyaka kwikota ephele ngo-Oct. 31, ngokombiko isitatimende. Ukulahlekelwa kwayo yonke kukhule kwafinyelela ku-$84.8 million, uma kuqhathaniswa nokulahlekelwa okuphelele kwezigidi ezingu-81.3 zamaRandi kwikota yonyaka odlule.

Le nkampani ithe inamakhasimende angama-39,100 ekupheleni kwekota, angcono kunesilinganiso esimaphakathi se-38,900 phakathi kwabahlaziyi abavotelwe yi-StreetAccount. Isevisi yesizindalwazi samafu ye-MongoDB ebizwa ngokuthi i-Atlas imele u-63% wesamba semali engenayo.

“Amandla ebhizinisini lethu aqhutshwa ukuthuthuka kwezindlela zokusetshenziswa kwe-Atlas kanye namandla aqhubekayo ebhizinisini elisha,” kusho i-CEO u-Dev Ittycheria esitatimendeni. Izinzuzo ezilandelanayo zeza phakathi nemakethe kanye nasemabhizinisini ase-Europe kulokho okubonakala kuwumkhuba osafufusa wesizini, uMichael Gordon, isikhulu sokusebenza kweMongoDB kanye nesikhulu sezezimali, kusho ocingweni lwengqungquthela nabahlaziyi.

Ukusebenza okungaphezu kwalokho kuyizindaba ezamukelekayo kubatshalizimali besofthiwe, ababone amaphuzu edatha akhathazayo kamuva nje. Evikini eledlule, I-Salesforce uthe amakhasimende aqapha kakhulu ekulungiseleleni izimo zomnotho eziya ziba zimbi. Inkampani yahlukana nesiko futhi yagwema ukunikeza isibikezelo sonyaka ozayo.

Phakathi nekota, i-MongoDB kusho kuzokwenza kube lula ukuthi abathuthukisi basebenzise amanani okukhokha njengoba uhamba kusizindalwazi samafu senkampani IMicrosoft Ifu le-Azure.

Abaphathi baphakamise umbono wabo wonyaka wezimali ogcwele ka-2023. Manje babona imali engenayo elungisiwe yamasenti angu-29 kuya kumasenti angu-31 ngesheya ngalinye, uma kuqhathaniswa nesiqondiso sangaphambilini esasibiza ukulahlekelwa ngamasenti angu-35 kuya kumasenti angu-28 ngesheya ngalinye. Ngemali engenayo, i-MongoDB ibize cishe ama-dollar ayizigidi eziyizinkulungwane ezingama-1.26, uma kuqhathaniswa nokulindelwe kwayo kwangaphambili kwama-dollar ayizigidi eziyizinkulungwane eziyi-1.2. Abahlaziyi abavotwe ngabakwaRefinitiv bebelindele ukulahlekelwa okulungisiwe okungamasenti angama-31 ngesheya ngalinye ku-$1.21 billion wemali engenayo.

UGordon uthe inkampani ilindele ukuthi ukukhula kokusetshenziswa kwe-Atlas kuhambe kancane kancane kwikota yesine yezimali.

Ngaphambi kokugxuma kwangemva kwamahora, amasheya e-MongoDB ayephansi ngo-73% kulo nyaka, enza ngaphansi kokusebenza kahle kwenkomba ye-S&P 500, eyehle ngo-17% esikhathini esifanayo.

BUKA: Izinkampani ezinjengeMongoDB ne-Atlassian ziyizindawo ezivikela kakhulu, kusho uRadke kaCiti.