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MongoDB (MDB) investor relations material
MongoDB Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary17 Sep, 2025
Key business highlights
Nearly 60,000 customers and projected $2.4B in revenue, up from 1,000 customers and $40M eleven years ago.
Over 70% of the Fortune 500 use the platform, spanning industries from automotive to gaming.
The company is expanding globally, with more than 20 events across North America, Europe, Asia, and Latin America.
The market is estimated at over $100B, growing at 13% annually, with the company holding just 2% share.
Multiple growth tailwinds, including product-led growth and upmarket expansion, support durable revenue growth.
Product and technology updates
MongoDB 8.2 announced, delivering significant performance gains: unindexed queries up to 42% faster, array traversals 20% faster, and time series bulk inserts nearly 3x faster.
Queryable Encryption expanded to support substring, prefix, and suffix queries, keeping sensitive data encrypted even in use.
Search and Vector Search now available for Community and Enterprise Server, not just Atlas.
Long-term support for major releases extended from 3 to 5 years, balancing stability and innovation.
Native integration of Voyage AI’s embedding and re-ranking models, with best-in-class accuracy and cost efficiency.
AI and agentic application strategy
The document model and JSON foundation are positioned as ideal for AI, enabling flexible, scalable, and real-time data handling.
Embedding and re-ranking models are now natively integrated, bridging private data and LLMs for more accurate, grounded AI applications.
The Application Modernization Platform (AMP) leverages AI-powered tools to accelerate migration from legacy systems, with customers seeing up to 60x faster code migration and 90% reduction in testing time.
30% of ARR comes from customers with at least one AI use case.
The platform supports a wide range of AI use cases, including RAG, semantic search, recommendations, and agent memory.
How does MongoDB address AI project failure?
Quantify AMP's impact on legacy migrations
MongoDB's durable edge vs. relational DBs?
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Next MongoDB earnings date
Q3 20268 Dec, 2025
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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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