MongoDB and Credo Report Strong Q3 Earnings Driven by AI

2025-12-03 companies

New York, Wednesday, 3 December 2025.
MongoDB and Credo reported double-digit earnings growth in Q3 2025. This continuous trend highlights AI’s impact on their operations, boosting investor confidence in sustained tech sector growth.

MongoDB’s Impressive Earnings Growth

MongoDB, Inc. (NASDAQ: MDB) reported a significant 18.7% year-over-year increase in revenue for Q3 2025, reaching $628.3 million. This performance exceeded analyst expectations, which had projected revenues of $599.2 million, marking a 4.9% beat [4][5]. The company’s Atlas cloud database service played a pivotal role, contributing 75% of total revenue with a robust 30% year-over-year growth [6]. Despite the impressive revenue figures, the company reported a net loss of $2.0 million, resulting in an EPS of negative $0.02, which missed the expected EPS of approximately $0.80 [4].

Credo Technology’s Exceptional Performance

Credo Technology Group Holding Ltd (NASDAQ: CRDO) delivered a remarkable Q3 2025 performance with a reported revenue of $268 million, marking a staggering 272% year-over-year increase [7]. The company’s earnings per share (EPS) stood at $0.67, surpassing Wall Street estimates of $0.50, showcasing its ability to outperform market expectations [7]. Credo’s success is attributed to its diversification strategy and expansion in AI-infrastructure buildouts, which have significantly contributed to its revenue growth [7].

The Role of AI in Driving Growth

Both MongoDB and Credo have leveraged advancements in artificial intelligence to enhance their operations and market offerings. MongoDB’s focus on cloud adoption and AI-driven product innovation has been a key factor in its revenue growth, as noted by its CEO, Chirantan ‘CJ’ Desai [6]. Similarly, Credo’s strategic product ramp-ups, including ZeroFlap Optics and OmniConnect gearbox solutions, have capitalized on AI technologies to bolster its market position [7]. This strategic emphasis on AI has not only boosted earnings but also strengthened investor confidence in both companies’ long-term growth prospects.

Investor Outlook and Future Expectations

Looking ahead, both MongoDB and Credo are poised for continued growth, driven by their strategic initiatives and robust market demand for AI-enhanced solutions. MongoDB has raised its fiscal 2026 revenue guidance to between $2.43 billion and $2.44 billion, indicating expectations of sustained demand for its database offerings [4][6]. Credo, on the other hand, anticipates strong revenue growth and profitability through fiscal 2026, supported by expanding engagements across hyperscalers and a diversified customer base [7]. Analysts and investors remain optimistic about these tech companies’ abilities to maintain their growth trajectories in the rapidly evolving AI landscape.

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