Dive into $MDB MongoDB’s Q4 2024 earnings with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Thanks for sharing! Any idea why the share count went up like crazy this Q?
Stock-based compensation (SBC) and Voyage AI acquisition – MDB paid most of the $220M acquisition cost in stock, which diluted existing shareholders.
I see, the acquisition it is then.
Sorry if you mentioned it in your post and I missed it.
I like your portfolio by the way, mine is relatively similar. You own 8 of my 9 companies. I own NVDA, SHOP, CRWD, NET, ZS, DDOG, TTD, SNOW and MDB. My watch list: MELI, NOW, SPOT, NFLX, CFLT
Great portfolio 👍
Thanks for sharing! Any idea why the share count went up like crazy this Q?
Stock-based compensation (SBC) and Voyage AI acquisition – MDB paid most of the $220M acquisition cost in stock, which diluted existing shareholders.
I see, the acquisition it is then.
Sorry if you mentioned it in your post and I missed it.
I like your portfolio by the way, mine is relatively similar. You own 8 of my 9 companies. I own NVDA, SHOP, CRWD, NET, ZS, DDOG, TTD, SNOW and MDB. My watch list: MELI, NOW, SPOT, NFLX, CFLT
Great portfolio 👍