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Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
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MongoDB
MongoDB (MDB) investor relations material
MongoDB Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary5 Jan, 2026
Market opportunity and platform differentiation
Addressing a data management software market projected to grow from $105B in 2021 to $150B by 2028, with durable differentiation in a non-winner-take-all landscape.
Platform supports structured, unstructured, and interdependent data, unifying metadata, embeddings, and real-time operational data, with JSON as a core enabler for AI applications.
Runs on all major cloud providers and on-premises, unlocking regulated industries and geographies with strict requirements.
Competitive advantages include a flexible data model, native queryable encryption, multi-cloud support, and native horizontal scaling, outperforming relational and other NoSQL databases.
Proven adoption across diverse industries, including technology, healthcare, financial services, and manufacturing.
AI-driven growth and innovation
AI is a significant tailwind, expanding the addressable market and driving demand for flexible, scalable databases.
Native JSON support and advanced search/retrieval capabilities position the platform as ideal for AI and real-world data use cases.
Integrated platform for search, vector, text embedding, and reranking, supporting AI toolkits and workflows.
Strong momentum in AI, with ~30% of Atlas ARR from customers with at least one AI use case.
Recent advances include public preview features, hybrid search, and private preview of auto-embedding.
Financial performance and guidance
Atlas has driven strong revenue growth, with total revenue guidance for FY26 raised to $2,434–$2,439M, representing 21–22% year-over-year growth.
Non-Atlas subscription revenue remains durable, with continued investment due to its strategic advantage in regulated and on-premises markets.
Gross profit has grown from $427M in FY21 to $1,516M in FY25, providing flexibility for investment and margin expansion.
Operating cash flow and cash conversion have improved, with FY26 YTD free cash flow conversion above 100%.
Share count management and declining SBC as a percentage of revenue are priorities, with plans for buybacks and cost structure adjustments.
AI-related Atlas ARR growth rate
Non-Atlas growth sustainability strategy
Quantify relational database displacement
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Next MongoDB earnings date
Q4 20265 Mar, 2026
MongoDB
Next MongoDB earnings date
Q4 20265 Mar, 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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