Summary
526 Chart
MongoDB Earnings Lift The Stock
Over the past 12 months, the software industry has fixated on a singular, daunting question: “Will AI eliminate the Database?”
MongoDB, Inc. (MDB) Presents at UBS Global Technology and AI Conference 2025 Transcript
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: Good Q3 But Not A Buy Now (Rating Upgrade)
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.
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MongoDB Inc. Profile
| - Industry | - Sector | Chirantan Jitendra Desai CEO | XBER Exchange | US60937P1066 ISIN |
| US Country | 5,558 Employees | - Last Dividend | - Last Split | 19 Oct 2017 IPO Date |
Overview
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.
Products and Services
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.
- MongoDB Atlas: This is a fully-managed, multi-cloud database-as-a-service (DBaaS) offering, designed to free users from the operational complexities of database management. MongoDB Atlas is engineered to leverage the performance, scalability, and flexibility that MongoDB is known for, across multiple cloud environments, including AWS, Google Cloud, and Azure.
- MongoDB Enterprise Advanced: Tailored for enterprise customers, this comprehensive database server solution can be deployed in the cloud, on-premises, or in a hybrid setting, offering features that support enterprise-grade requirements. This includes advanced security measures, monitoring capabilities, and round-the-clock support to ensure seamless database operations for critical business applications.
- Community Server: MongoDB offers a Community Server edition that is free to download and use. It encompasses the core functionality necessary for developers to begin working with MongoDB, including its flexible document model and powerful query language. This version serves as an accessible entry point for individuals and organizations looking to explore MongoDB without the commitment of a commercial purchase.
- Professional Services: Beyond its software solutions, MongoDB, Inc. provides a range of professional services to support its customers. These services include consulting, aimed at helping clients optimize their MongoDB deployments, and training sessions designed to educate developers and database professionals on best practices and advanced features of MongoDB.
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