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TMTB: MDB ORCL First Takes

TMTB: MDB ORCL First Takes

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TMT Breakout
Dec 09, 2024
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TMTB: MDB ORCL First Takes
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MDB +10%: Looks Strong with Q3 rev numbers way above bogeys and Atlas stronger as well. Q4 inline-ish with buyside but co’s guide typically viewed as conservative.

The bull case of accelerating revs heading in 2025 gets strong support as overal revs +22% vs 13% last q on a 10 pt easier comp. Comps get easier over the next several quarters, so guide will be viewed as conservative and bulls will hope that rev growth can get back to mid 20s.

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