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Cloudflare vs MongoDB: NET and MDB compared
Cloudflare is the larger company: $783M of revenue in its latest quarter (Q3 2026) against $772M for MongoDB (Q2 FY27). Cloudflare is growing faster (+39% against +30% a year earlier). MongoDB is more profitable, with an operating margin of 3.7% against -8.7%.
Where the money goes: NET and MDB
Cloudflare (NET) · Q3 2026
Cloudflare, Q3 2026: revenue $783M (+39% year over year), operating margin -8.7%, net loss $34.1M, operating cash flow $215M. The chart follows the revenue to costs, profit and cash.
MongoDB (MDB) · Q2 FY27
MongoDB, Q2 FY27: revenue $772M (+30% year over year), operating margin 3.7%, net earnings $40.9M, operating cash flow $142M. The chart follows the revenue to costs, profit and cash.
| Cloudflare (NET) | MongoDB (MDB) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 FY27 |
| Revenue | $783M | $772M |
| Revenue growth, Y/Y | +39% | +30% |
| Gross margin | — | 73.8% |
| Operating margin | -8.7% | 3.7% |
| Net earnings | −$34.1M | $40.9M |
| Net margin | -4.4% | 5.3% |
| Operating cash flow | $215M | $142M |
| Free cash flow | $82.1M | $138M |
| Market value | $96.0B | $25.7B |
| Analysts’ mean target | $340.58 | $453.65 |
Where the revenue comes from
MongoDB
- Subscription: $747M (97%)
- Services: $24.6M (3%)
Questions
Which is bigger, Cloudflare or MongoDB?
Cloudflare is the larger company: $783M of revenue in its latest quarter (Q3 2026) against $772M for MongoDB (Q2 FY27).
Is Cloudflare or MongoDB growing faster?
Cloudflare is growing faster (+39% against +30% a year earlier).
Which is more profitable, Cloudflare or MongoDB?
MongoDB is more profitable, with an operating margin of 3.7% against -8.7%.
More: Cloudflare earnings · how Cloudflare makes money · MongoDB earnings · how MongoDB makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Sep 1, 2026). Fiscal quarters can end on different dates. Not investment advice.