Dylan Driemeier

[Shay Boloor @StockSavvyShay]

Mark Zuckerberg said $META could enter cloud computing if its AI data center buildout leaves it with excess capacity.

Compute is becoming the scarce asset every scaled tech platform wants to own, monetize and control.

[Dylan Driemeier @dirtracer13d]

@alc2022 👍

[Dylan Driemeier @dirtracer13d]

@PlayBookTrades 👍

[Wall St Engine @wallstengine]

$MDB Q1’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $687.6M (Est. $667.9M) 🟢; +25% YoY
🔹 Adj. EPS: $1.32 (Est. $1.18) 🟢
🔹 Adj. Net Income: $112.3M (Est. $104.3M) 🟢
🔹 Atlas Revenue: +29% YoY
🔹 RPO: $1.459B; +88% YoY

FY Guide:
🔹 Revenue: $2.92B-$2.96B (Est $2.9B) 🟡
🔹 Non-GAAP Operating Income: $571M-$591M
🔹 Adj. EPS: $5.95-$6.14

Q2 Guide:
🔹 Revenue: $729M-$734M (Est $710M) 🟢
🔹 Non-GAAP Operating Income: $152M-$156M
🔹 Adj. EPS: $1.58-$1.61

Other Metrics:
🔹 Subscription Revenue: $666.1M; +25% YoY
🔹 Services Revenue: $21.5M; +22% YoY
🔹 EA & Other Revenue: +13% YoY
🔹 cRPO: $766.3M; +69% YoY
🔹 Cash, Cash Equivalents, Short-Term Investments & Restricted Cash: $2.4B
🔹 Acquired: Clarity Business Solutions
🔹 Strategic Partnership: MongoDB and LangChain
🔹 Named: 2026 Google Cloud Partner of the Year: Marketplace - Data

Financials:
🔹 Gross Margin: 72%
🔹 Non-GAAP Gross Margin: 74%
🔹 Non-GAAP Operating Income: $123.2M
🔹 Operating Cash Flow: $201.6M
🔹 FCF: $197.5M

Commentary:
🔸 “We delivered better-than-expected first quarter results, as our go-to-market teams continue to execute well and capitalize on strong end-market demand for the MongoDB platform across enterprise use cases and emerging AI opportunities.”

🔸 “Based on the momentum we are seeing in the business, we are raising our fiscal 2027 guidance.”

🔸 “With our recently expanded leadership across both product and sales, I'm confident that we have the right team in place to move with even greater velocity.”

[AskLivermore @asklivermore]

Update to the $100K to $4M challenge. Everything I touch literally turns to gold.

$ASTS, $SMCI, $MDB, $PL, $APLD, $IREN, and $INFQ all 20%+ in one week.

Make sure you follow ALL my trades.

We BUY when others sell. We SELL when others buy.

[Dylan Driemeier @dirtracer13d]

@TheBronxViking 👍

[Dylan Driemeier @dirtracer13d]

Global retail leader with solid essential consumption barriers. Offline-online business synergy and notable AI cost reduction. Stable upward trend and anti-volatile earnings make it a core long-term defensive asset.

[Dylan Driemeier @dirtracer13d]

$NFLX holding above 50MA; subscriber growth & content pipeline in focus. Steady performer. Disclaimer: All content is for informational & educational purposes only, not financial advice. Do your own research before investing. All investments involve risk.