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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
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MongoDB (MDB) investor relations material
MongoDB UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Vision and market opportunity
New leadership aims to evolve from a document database to a comprehensive data platform, leveraging strengths in unstructured and semi-structured data and cloud migration trends.
Enterprises are piloting AI initiatives, with significant opportunities for data platforms to support real-time, scalable workloads.
Developer mindshare and positive customer feedback are seen as key assets for future growth.
Industry trends and growth drivers
Data infrastructure software is experiencing accelerated growth, especially as enterprises seek to modernize and make data AI-ready.
Both analytics (data warehouse) and operational (OLTP) workloads are contributing to growth, with notable strength in large enterprises and Europe.
IT budgets for data and AI remain robust, with no signs of contraction for the coming fiscal year.
AI adoption and future catalysts
Current financial results are driven by core workloads, not direct AI adoption, though AI-native companies are providing valuable insights.
Enterprises are still piloting agentic AI applications, with large-scale production expected in a few quarters.
The next growth catalyst is anticipated when enterprises move from lightweight AI use cases to robust, data-intensive applications.
What drives MongoDB's platform transition?
How will AI native learnings impact enterprise adoption?
MongoDB's cross-cloud resiliency advantage?
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Next MongoDB earnings date
53rd Annual Nasdaq Investor Conference9 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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