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MongoDB
MongoDB (MDB) investor relations material
MongoDB Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary4 Mar, 2026
Customer value and platform differentiation
Infrastructure software enables mission-critical applications across industries, supporting both AI-native and traditional enterprises.
Unique multi-cloud capabilities allow seamless operation across major cloud providers, enhancing resiliency and global reach.
Platform supports unstructured data, vector search, and high performance for both reads and writes, making it attractive for next-gen AI applications.
Developer-friendly architecture and flexible data model drive adoption among startups and large enterprises alike.
Growing customer base, with 65,200 customers and 60% new customer growth in fiscal 2026, underpins future expansion.
Financial performance and guidance
Achieved 27% revenue growth in Q4, with Atlas growing 29% and non-Atlas business accelerating to 20%.
Large bundled deal in Q4 impacted Atlas growth allocation, but normalized Atlas growth remains at 30%.
RPO nearly doubled to $1.47 billion, with current RPO up 74%, reflecting strong long-term customer commitments.
Fiscal 2027 guidance targets 17% overall growth, with Atlas expected to start at 26% and end at 21-23%.
Multiple growth drivers identified, including AI adoption, enterprise migrations, and international expansion.
Strategic growth initiatives
Clear path to $5 billion+ revenue through sustained Atlas growth, durable EA business, and new product introductions.
Investments planned for entry into Japan and deeper public sector engagement.
Focus remains on core data platform, with selective expansion into adjacent areas driven by customer demand and AI innovation.
Partnerships with leading AI companies like Anthropic, LangChain, and Vercel validate platform and open new AI workload opportunities.
Ongoing R&D and platform enhancements aim to serve both human and machine developers, supporting autonomous scaling and ease of use.
Path to $5B+ revenue beyond Atlas growth?
MongoDB's edge over Postgres for AI apps?
Decoupling growth from headcount growth?
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Next MongoDB earnings date
Q1 20273 Jun, 2026
MongoDB
Next MongoDB earnings date
Q1 20273 Jun, 2026
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Frequently asked questions
A Humongous Database
MongoDB Inc. is an American software company specializing in database technology. Founded in 2007, MongoDB's namesake NoSQL database has improved the ways in which businesses handle vast amounts of data, offering flexible and scalable solutions that can accommodate the ever-evolving data needs of 21st-century businesses. With its non-relational approach to data storage and its commitment to improving data accessibility, MongoDB has established a place at the forefront of the database technology industry.
Foundation and Evolution
Founded in New York in 2007 by DoubleClick's team (Dwight Merriman, Eliot Horowitz, and Kevin P. Ryan), MongoDB started as a part of the open-source development company, 10gen. Originally, the company intended to develop a platform as a service product, but by 2009 they open-sourced their technology and shifted the focus to their groundbreaking NoSQL database, MongoDB. The name 'MongoDB' comes from the word 'humongous', reflecting the company's aim to deal with large-scale, complex data. The initial release of MongoDB was in 2009, with the company becoming a darling of developers who were looking for a database system that was scalable, flexible, and could handle the vast amounts of unstructured data being generated.
Product Offering
MongoDB's main product is its NoSQL database system, which has become commonly utilized for businesses dealing with large and complex data sets. Unlike traditional relational databases that use tables for data storage, MongoDB employs a document-oriented database model, allowing it to store large amounts of unstructured data.
With its flexible schema, MongoDB allows developers to store records without needing to define the structure, such as the number of fields or types of data, beforehand. This agility makes it suitable for use cases that need to adapt quickly to changing requirements. MongoDB's products are available on-premises or in the cloud with MongoDB Atlas, a fully-managed cloud database service.
An Impressive List of Customers
MongoDB's versatile and robust database solution has found acceptance across a wide range of industries, from startups to Fortune 500 companies. The company boasts a customer base that includes industry giants like Adobe, eBay, Google, and more.
Its flexibility makes it a go-to choice for businesses dealing with vast quantities of data that isn't suited to traditional, structured storage methods. MongoDB has found applications in fields such as content management, mobile and social infrastructures, real-time analytics, and high-speed logging, to name a few.
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