Over the past 12 months, the software industry has fixated on a singular, daunting question: “Will AI eliminate the Database?”
MongoDB, Inc. ( MDB ) UBS Global Technology and AI Conference 2025 December 3, 2025 10:15 AM EST Company Participants Chirantan Desai - President, CEO & Director Michael Berry - Chief Financial Officer Benjamin Cefalo Conference Call Participants Karl Keirstead - UBS Investment Bank, Research Division Presentation Karl Keirstead UBS Investment Bank, Research Division Okay. Hi, everybody.
MongoDB delivered a strong Q3, with Atlas platform growth and operating margin expansion driving optimism for the business outlook. Atlas now accounts for 75% of revenue, with customer count up 19% YoY and spend per customer rising, signaling robust platform value. MDB raised FY2026 guidance, but Q4 Atlas growth is expected to decelerate modestly, tempering near-term momentum.
| - Industry | - Sector | Chirantan Jitendra Desai CEO | XMEX Exchange | US60937P1066 ISIN |
| US Country | 5,558 Employees | - Last Dividend | - Last Split | 19 Oct 2017 IPO Date |
MongoDB, Inc. operates on a global scale, offering a versatile database platform designed to cater to various applications across numerous industries. Originally known as 10gen, Inc., the company underwent a name change to MongoDB, Inc. in August 2013, marking a significant shift in its branding and focus towards its core product, MongoDB. Since its inception in 2007, it has established its headquarters in New York, New York, growing into a leader in the database technology space. MongoDB, Inc. extends its offerings through both direct offerings and a network of subsidiaries, aiming to meet the expanding needs of developers, enterprises, and service providers by delivering innovative database solutions.
MongoDB, Inc.'s product lineup is designed to cater to a wide range of database management needs, spanning from free community versions to comprehensive, enterprise-focused solutions.