TMTB: MDB ORCL First Takes
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.