MongoDB, Inc. (NASDAQ:MDB) Q3 2023 Earnings Conference Call December 6, 2022 5:00 PM ET Company Participants Brian Denyeau - IR, ICR Dev Ittycheria - President and Chief Executive Officer Michael Gordon - Chief Operating Officer and Chief Financial Officer Conference Call Participants Kash Rangan - Goldman Sachs Brad Reback - Stifel Brent Bracelin - Piper Sandler Raimo Lenschow - Barclays Sanjit Singh - Morgan Stanley Phil Winslow - Credit Suisse Jason Ader - William Blair Tyler Radke - Citigroup Inc. Fr ...

MongoDB, Inc. (NASDAQ:MDB) Conference Call Summary Company Overview - **Company**: MongoDB, Inc. - **Event**: Piper Sandler Growth Frontiers Conference - **Date**: September 13, 2022 - **Executives Present**: Michael Gordon (CFO), Serge Tanjga (SVP, Finance) Key Points Industry Context - The database market is valued at **$85 billion in 2022**, projected to grow to **$138 billion by 2026** [7] - MongoDB currently holds a **1.2 billion run rate**, representing just over **1% market share** [7] Business Performance and Growth Drivers - **Atlas**, MongoDB's Database-as-a-Service, constitutes **64% of the business**, growing at **73%** [6] - The company reported a record number of net customer additions in Q2, with no significant sales cycle elongation or deal slippage observed [7][8] - The slowdown in growth is attributed to the expansion of existing workloads rather than new customer acquisition [9][10] - The mid-market segment, which accounts for about **15% of the business**, has shown weakness, particularly in Europe [14][16] Macro Environment Impact - The company has not seen an increase in churn or customer dissatisfaction despite macroeconomic concerns [8] - The slowdown in growth is more pronounced in the mid-market and European regions, driven by reduced end-user application growth [10][19] Q4 Guidance and Comparisons - Q4 growth is expected to slow to the **high-teens to mid-teens**, down from **55% growth in the first half** of the year [4] - The guidance reflects tough comparisons from the previous year, particularly in Q3 and Q4, which had exceptionally strong performance [20][21] Competitive Moat - MongoDB's competitive advantage lies in its proprietary intellectual property, which prevents major cloud players from easily replicating its offerings [30][31] - The company emphasizes platform independence, allowing customers to run its database across multiple cloud environments without vendor lock-in [35][36] Go-to-Market Strategy - The company is focused on acquiring new workloads and enhancing its product offerings to include elements like search and real-time analytics [50] - Partnerships with global system integrators (GSIs) are becoming increasingly meaningful, aiding in relational migrations and expanding market reach [44][46] Future Outlook - MongoDB remains optimistic about long-term growth, driven by strong new customer additions and the increasing adoption of its products [25][50] - The company is focused on improving its go-to-market efforts and expanding its product capabilities to capture more market share [50] Additional Insights - The company has seen **300 million downloads** of its software, indicating strong developer awareness and interest [40] - The mix of new applications and relational migrations continues to drive growth, with a significant portion of workloads being new or modernized applications [41][42] This summary encapsulates the key insights from the conference call, highlighting MongoDB's current market position, growth strategies, and outlook amidst macroeconomic challenges.

Summary of MongoDB, Inc. Conference Call Company Overview - **Company**: MongoDB, Inc. (NASDAQ: MDB) - **Event**: Goldman Sachs Communacopia + Technology Conference - **Date**: September 12, 2022 Key Industry Insights - The database market is now the fastest-growing segment in software, with a growth rate of **17.6%** [5] - The total database market is projected to grow from **$85 billion in 2022** to **$138 billion in 2026** [25] Core Company Goals and Aspirations - MongoDB aims to become the default platform for building modern applications, targeting a large market currently dominated by a single vendor [4] - The company has achieved **$1 billion in revenue** with a small market share, indicating significant growth potential [4] Strategic Growth Initiatives - MongoDB employs a multi-faceted go-to-market strategy, including enterprise sales, mid-market teams, self-service options, and partnerships with large hyperscale partners [9] - The company has introduced a **Relational Migrator** tool to facilitate migration from relational databases to MongoDB, addressing customer demand for modernization [33][66] Competitive Advantages - MongoDB's document model is a superset of various data models, allowing for greater flexibility and ease of use compared to traditional relational databases [11] - The platform is designed for high scalability and rapid innovation, addressing limitations of relational databases such as cognitive load on developers and difficulty in adding features [12][13] Financial Performance and Revenue Model - **Atlas**, MongoDB's database service, accounts for **64% of revenue** and is recognized on a consumption basis [16] - The company has not experienced significant churn or elongation of sales cycles, indicating strong customer retention and demand [19] - Short-term revenue growth is influenced by existing application usage, which has shown slower growth due to macroeconomic conditions [20][22] Customer Engagement and Market Dynamics - MongoDB's sales strategy focuses on acquiring new customers and workloads rather than expanding existing applications, which allows for organic growth [61] - The company has seen increased interest from large financial services customers transitioning to cloud-based solutions, driven by regulatory changes [38] Challenges and Market Positioning - MongoDB faces competition from cloud providers like Amazon and Microsoft, but has maintained high win rates against their offerings [70] - The company has adapted its licensing model to prevent cloud providers from offering competing services based on its open-source technology [68] Future Outlook - MongoDB anticipates that as economic activity increases, it will benefit from greater database usage and expansion of existing applications [29] - The company is focused on increasing its footprint in the market to capture more workloads and drive future growth [25][71] Conclusion - MongoDB is positioned for significant growth in a rapidly expanding database market, leveraging its innovative technology and strategic initiatives to capture market share and enhance customer engagement.

MongoDB, Inc. (NASDAQ:MDB) Citi's 2022 Global Technology Conference September 8, 2022 1:45 PM ET Company Participants Michael Gordon - COO and CFO Serge Tanjga - SVP, Finance Conference Call Participants Tyler Radke - Citi Tyler Radke Good afternoon, everybody. Thanks for joining. My name is Tyler Radke. I co-head software sector here at Citi. Welcome to day two of our conference and we're happy to have some locals and frequent attenders of our competence here. Did you walk or--? Michael Gordon No, I didn't ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ___________________ FORM 10-Q ___________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38240 ___________________ MONGODB, INC. (Exact Name of Registrant as Specified in its Charter) ___________________ Delaware 26-1463205 (St ...

MongoDB, Inc. (NASDAQ:MDB) Q2 2023 Results Conference Call August 31, 2022 5:00 PM ET Company Participants Brian Denyeau - IR, ICR Dev Ittycheria - President and Chief Executive Officer Michael Gordon - Chief Operating Officer and Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Kash Rangan - Goldman Sachs DJ Hynes - Canaccord Genuity Karl Keirstead - UBS Phil Winslow - Credit Suisse Jason Ader - William Blair Mike Cikos - Needham & Company Rishi J ...

♥ MongoDB. Corporate Sustainability Report FY 22 | --- | --- | --- | |-------|-------------------------------------------------------------------------|-------| | | | | | | | | | | Table of Contents | | | | Our Vision and Values Business Overview Sustainability Framework 3 7 10 | | | | Employee Engagement 13 | | | | Diversity and Inclusion 19 | | | | Cybersecurity 24 | | | | | | | | Environmental Impact 29 | | | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|------------------- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ___________________ FORM 10-Q ___________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38240 ___________________ MONGODB, INC. (Exact Name of Registrant as Specified in its Cha ...

MongoDB, Inc. (NASDAQ:MDB) Q1 2023 Earnings Conference Call June 1, 2022 5:00 PM ET Company Participants Brian Denyeau - IR, ICR Dev Ittycheria - President and Chief Executive Officer Michael Gordon - Chief Operating Officer and Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley Brad Reback - Stifel Raimo Lenschow - Barclays Brent Bracelin - Piper Sandler Phil Winslow - Credit Suisse Karl Keirstead - UBS Jason Ader - William Blair Kash Rangan - Goldman Sachs Fred Havemeyer - ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 _____________________ FORM 10-K _____________________ (Mark One) For the transition period from to _____________________ MONGODB, INC. (Exact name of registrant as specified in its charter) _____________________ Delaware 26-1463205 (State or other jurisdiction of incorporation or organization) 1633 Broadway 38th Floor Commission File Number: 001-38240 ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 F ...