Cloud Databases

MongoDB (NASDAQ: MDB) — Q2 FY2027 Post Earnings

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MongoDB q2 27 Post Earnings

Operations

Q2 2027
Q2 Revenue ↑ 30.5% YoY $771.8M
Segments
Subscription 96.8%
Services 3.2%

Key Earnings Driver

MongoDB Enterprise Advanced and other Subscription revenue increased 30.5% year over year to $747.1 million. Within subscription, Atlas-related revenue increased approximately 28.9% to $565.9M and MongoDB Enterprise Advanced and other revenue increased 35.9% to $181.2M. Services revenue increased 29.3% to $24.6M. Management attributed Subscription growth primarily to increased Atlas consumption among large existing customers, alongside growth in Enterprise Advanced.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 30.5%

Atlas–related↑ 28.9%

MongoDB Enterprise Advanced and other↑ 35.9%

🟢 Scaling

Key Financial Metrics

Gross Margin 73.82% +2.82 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.32% 0.00x Revenue

Sources: MongoDB Q2 FY2027 Earnings Release — Company Website, MongoDB Q2 FY2027 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Kingsoft Cloud (NASDAQ: KC) — Q2 2026 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q2 2026
Q2 Revenue ↑ 30.8% YoY $3.07B
Segments
Public Cloud Services 76.7%
Enterprise Cloud Services 23.3%

Key Earnings Driver

AI Cloud Services Public cloud services revenue increased 45.1% year over year to RMB2.358 billion. Enterprise cloud services revenue declined 1.3% to RMB714.3 million. Management said the revenue increase was mainly driven by growing demand for AI cloud services

Key Operating Metrics¹

METRIC

STATUS

Public Cloud Services↑ 45.1%

AI cloud services

🟢 Scaling

Enterprise Cloud Services↓ 1.3%

🟡 Watch

Key Financial Metrics

Gross Margin 15.17% +0.75 pp YoY
Backlog / Revenue N/A
CapEx Intensity N/A

Sources: Kingsoft Cloud Q2 2026 Quarterly Results — Company Website, Kingsoft Cloud Q2 2026 Financial Results — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Kingsoft Cloud (NASDAQ: KC) — Q2 2026 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q1 2026
Q1 Revenue ↑ 37.3% YoY ¥2.70B
Segments
Public Cloud Services 73.8%
Enterprise Cloud Services 26.2%

Key Earnings Driver

AI Business Public Cloud Services revenue increased 47.5% year over year to RMB1.9963B, with AI Business gross billing increasing 90% and accounting for more than half of Public Cloud Services revenue for the first time. Enterprise Cloud Services revenue increased 14.7% to RMB707.4M, but declined 17.6% sequentially, mainly due to the Chinese New Year impact and differentiated delivery schedules for various projects.

Key Operating Metrics¹

METRIC

STATUS

Public Cloud Services↑ 47.5%

AI Business

🟢 Scaling

Enterprise Cloud Services↑ 14.7%

Sources: Kingsoft Cloud Q1 2026 Financial Results — Company Website, Kingsoft Cloud Q1 2026 Financial Results — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.