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TMTB: MDB +13% First Take
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TMTB: MDB +13% First Take

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TMT Breakout
Jun 04, 2025
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TMTB: MDB +13% First Take
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Nice top line beat at $549M vs street at $528M and better than bogeys at $540-$545M. Atlast +26% vs street at 24% and bogeys of 25%+. This is an accel vs 24% last quarter on a 2ppt easier comp. The comp gets 5ppts easier next q and street only at 21%, so bulls can now focus on a potential accel to high 20s.

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