TMTB: MDB MRVL First Takes

MDB: Q4 Revs beat and Atlas 24% y/y growth vs bogeys of 22% and street at 19%, but Q1/FY rev guide weaker

Bulls were expecting more from Q1/FY and will be interesting to see how mgmt explains the guide as FY guide is only implying 10% growth, well below 19% seen in FY25. 9x revs for 10% top line growth not a great look optically.

Q1 Rev guide $524M - $529M vs street at 529M
FY26 FY guide 2.240B - 2.28B vs street at $2.33B