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MongoDB, Inc.

MDBintermediary

MongoDB is the most popular NoSQL database platform, offering a flexible document data model that helps developers build modern applications faster. MongoDB Atlas, its cloud DBaaS, has become the growth engine, and the addition of vector search positions it at the center of the AI application stack.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.0B)

Static data (loading live financials…)

Atlas (Cloud) (68%)
Enterprise Advanced (27%)
Services (5%)

Segment Breakdown & Key Customers

Product Details

MongoDB Atlas65%

Fully managed multi-cloud document database-as-a-service

Enterprise Advanced25%

Self-managed MongoDB with encryption, LDAP, and auditing for on-premises

Atlas Vector Search10%

Integrated vector database for AI/ML retrieval-augmented generation

Supply Chain Relationships

Partners

Amazon.com (AWS)

Atlas on AWS

Impact: Largest cloud hosting platform

Microsoft Corporation

Atlas on Azure

Impact: Key multi-cloud partner

Alphabet Inc. (Google)

Atlas on GCP

Impact: Growing cloud partner

Macro & Market Context

AI / 클라우드Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Upcoming Catalysts

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of MongoDB, Inc..

Company Info

Headquarters

New York, New York, USA

Founded

2007

Employees

5,600+

Sector Overview — AI / 클라우드

Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Key Themes

  • •Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • •Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • •SaaS → AI-as-a-Service 전환 가속

Upcoming Catalysts

  • ◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • ◆OpenAI GPT-5 출시 영향