Mongodb, Inc. · NASDAQ:MDB
Mongodb — Investor Day (September 2026)
145 slides from Mongodb's investor day presentation, Sep 29, 2026
Slide 1: Investor Day 2026
INVESTOR DAY 2026 September 29, 2026
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying oral presentation have been prepared by MongoDB, Inc. (“MongoDB” or the “company”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or repr
Slide 3: Agenda
AGENDA INVESTOR DAY September 29, 2026 1. Welcome 5. AI Innovations Pablo Stern-Plaza, Chief Product Officer, AI & Emerging Products Jess Lubert, Vice President, Investor Relations Vikas Agarwal, SVP, Head of Enterprise Data Platforms, Citizens Bank 2. Mike CEO Transition Comments and Q&A Berry, Chi
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Slide 5: Durable Growth in a Large Market
DURABLE GROWTH IN A LARGE MARKET Dev Ittycheria Interim President & Chief Executive Officer I NVE STO R DAY
Slide 6: The Intelligent Data Platform for the AI Era
THE INTELLIGENT DATA PLATFORM FOR THE AI ERA I NVE STO R DAY
Slide 7: We are capturing our large market opportunity
We are capturing our large market opportunity Past (2024-2025) Total Revenue Future (2026-2030) $193 $3.0 +12% CAGR $174 +28% CAGR $2.5 2026 to 2030 $156 $2.0 $139 $1.7 $123 $1.3 $108 $0.9 $93 $0.6 2024 2025 2026 2027 2028 2029 2030 FY21 FY22 FY23 FY24 FY25 FY26 *FY27 all figures in USD billions Gui
Slide 8: Customer growth is strong and diverse across industries
Customer growth is strong and diverse across industries 70,600 GR % CA 59,900 23 50,700 45,000 Software/ Financial Business 37,000 Technology Services Services 29,000 20,200 Manufacturing Healthcare & Retail Media & Q2 Q2 Q2 Q2 Q2 Q2 Q2 Insurance Entertainment FY21 FY22 FY23 FY24 FY25 FY26 FY27 I NV
Slide 9: Our market has expanded because of AI
Our market has expanded because of AI GROWTH VECTORS More workloads New workloads $108 $93 New customers 2024 2025 2026 2027 2028 2029 2030 I NVE STO R DAY Source: IDC, Data Management Software Market, September 2026
Slide 10: MongoDB delivers the capabilities that AI apps require
MongoDB delivers the capabilities that AI apps require Real-time Precise Scale & Enterprise Run context retrieval elasticity trust anywhere MONGODB'S ANSWER Document model + Vector + Full Text MongoDB 9.0 + Queryable Encryption, Portable across on-prem, Agent Memory Search, Voyage AI Atlas Infinite
Slide 11: MongoDB in the enterprise — core expanding to AI
MongoDB in the enterprise — core expanding to Global U.S. AI Media & Entertainment Top European Healthcare Leader Conglomerate Retailer 22 ATLAS ARR INCREASE IN 3.5 YRS 3x ATLAS ARR INCREASE IN 12 MONTHS 7x ATLAS ARR INCREASE IN 3 YRS CORE CORE CORE x Modernized claims Streaming business, user Moved
Slide 12: AI-natives and frontier labs are building and scaling on our full platform
AI-natives and frontier labs are building and scaling on our full platform LAB 2 LAB 1 LAB 3 I NVE STO R DAY
Slide 13: Early strong results on our managed MCP server launch
Early strong results on our managed MCP server launch — making MongoDB a first-class data platform for agents ATLAS MANAGED MCP SERVER LAUNCH: Coding Agents Conversational 8X GROWTH SINCE WEEK 1 Claude Code ChatGPT Codex Claude Grok Build Grok Devin IDEs Cursor Week 1 Week 2 Week 3 Week 4 Week 5 Wee
Slide 14: A strong track record of product innovation
A strong track record of 2026 product EA Full Text Search innovation EA Vector Search, Atlas auto-embedding 2025 Acquisition of Voyage AI Voyage rerankers MongoDB AMP Managed MCP Server 2024 MongoDB 8.0 Atlas Stream Processing Atlas Search Nodes Atlas Vector Search 2023 MongoDB 7.0 Atlas Relational
Slide 15: New product announcements today
New product announcements today MONGODB ATLAS ATLAS 9.0 INFINITE AGENT GA PUBLIC PREVIEW ENGINE PUBLIC PREVIEW Memory, runtime and 2x higher throughput Built for highly elastic workloads governance for running agents 35% faster reads Decoupled storage and compute in production, on the same 30% faste
Slide 16: Durable Growth Drivers
DURABLE GROWTH DRIVERS Product World Class Innovation Go to Acceleration Market I NVE STO R DAY
Slide 17: Key go-to-market investment areas
Key go-to-market investment areas Building momentum with Increasing multi-product Deepening our our largest customers at platform adoption partner ecosystem an executive level Investing in stronger Accelerating legacy Continuing geo AI Native customer modernization and vertical acquisition opportuni
Slide 18: Where I'm focused
Where I’m focused Drive Execute on Provide a momentum Product & GTM seamless transition I NVE STO R DAY
Slide 19: Core Platform Innovations
CORE PLATFORM INNOVATIONS Ben Cefalo Chief Product Officer, Core I NVE STO R DAY
Slide 20: MongoDB is the Intelligent Data Platform for the AI era
MongoDB is the Intelligent Data Platform for the AI era Agent Engine Full Text Vector Embeddings Rerankers Search Search Database {JSON} Document Model I NVE STO R DAY
Slide 21: Three core investments that drive growth
Three core investments that drive growth Enterprise proven Mission-critical Doubling down Agent Engine real-time data elasticity Full Text Vector Embeddings Rerankers Search Search Database Run Anywhere & Enterprise Advanced MongoDB 9.0 {JSON} Atlas Infinite Document Model I NVE STO R DAY
Slide 22: Three core investments that drive growth
Three core investments that drive growth Enterprise proven Mission-critical Doubling down Agent Engine real-time data elasticity ATLAS AGENT ENGINE Secure governed Agentic Runtime Memory & Context Policy guardrails Full Text Vector Embeddings Rerankers Search Search Database Run Anywhere & Enterpris
Slide 23: The option to Run Anywhere is critical for enterprises
The option to Run Anywhere is critical for enterprises REGULATION CONTROL RESILIENCE I NVE STO R DAY
Slide 24: Atlas: a decade of innovation
2016 ATLAS AI Cluster BYO KMS Performance Advisor Query Profiler Tunable IOPs OIDC Assistant Dedicated Search Multi-Region Clusters Multi-Cloud Clusters Predictive Auto-Scaling Full-text Search Nodes A DECADE OF INNOVATION VPC Peering Terraform Provider Online Archive Local NVMe Storage Resource Pol
Slide 25: Atlas strengthens our Run Anywhere strategy
Strengthens our Run Anywhere strategy 2016 ~20 MILLION users since inception ATLAS 3 TRILLION queries per day I NVE STO R DAY
Slide 26: Builders start their journey with MongoDB
Builders start their journey with MongoDB 500K 150M Avg Atlas free tier Avg Community downloads clusters each quarter each quarter I NVE STO R DAY
Slide 27: Run Anywhere broadens our opportunity by enabling portability
Run Anywhere broadens our opportunity by enabling portability for customers APPLICATION Atlas Atlas Self-managed for Government Multi-cloud I NVE STO R DAY
Slide 28: Full Text Search & Vector Search for Enterprise Advanced
Investing in self-managed workloads Full Text Search & Vector Search for Enterprise Advanced I NVE STO R DAY
Slide 29: Run Anywhere & Enterprise Advanced
Doubling down 01 Environment choice matters more than ever for enterprises 02 The option to self-manage strengthens our Run Anywhere story and broadens Run Anywhere & our opportunity Enterprise 03 We are committed to making Enterprise Advanced a Advanced growth driver I NVE STO R DAY
Slide 30: Three core investments that drive growth
Three core investments that drive growth Enterprise proven Mission-critical Doubling down Agent Engine real-time data elasticity Full Text Vector Embeddings Rerankers Search Search Database Run Anywhere & Enterprise Advanced 9.0 {JSON} Atlas Infinite Document Model I NVE STO R DAY
Slide 31: Delivering database innovation since inception
Delivering database innovation since inception 4.0 4.2 4.4 5.0 6.0 7.0 8.0 2018 2019 2020 2021-2022 2022-2023 2023-2024 2024-2025 Replica set transactions Distributed transactions Union ($unionWith) Stable API Queryable Encryption Vector Search (preview) Vector Search GA Faster shard migrations Clie
Slide 32: The impact of version 8 is showing with our customers
The impact of version 8 is showing with our customers 2x ~80% Faster adoption than Atlas Fleet previous releases I NVE STO R DAY
Slide 33: MongoDB 9.0
MONGODB 9.0 () MongoDB INVESTOR DAY
Slide 34: MongoDB 9.0 Raising the Bar
MongoDB 9.0 Raising the Bar 20% 35% 30% 2x higher transaction faster faster more throughput workload throughput reads updates on large instances * compared to MongoDB v8.0 Atlas Gen 1 I NVE STO R DAY
Slide 35: Video Testimonial
9.0 VIDEO TESTIMONIAL I NVE STO R DAY
Slide 36: Queryable Encryption
Industry first and industry only QUERYABLE GENERAL AVAILABILITY Prefix, suffix, and substring ENCRYPTION NAME STARTS WITH “Elizab” CC ENDS WITH “6789” MED NOTE CONTAINS “fever” Makes MongoDB suitable for applications with highly Available everywhere you run sensitive data ANFSI Leading Financial Ins
Slide 37: 9.0 sets a new bar for database performance and scale
Enterprise proven real-time data 01 9.0 sets a new bar for database performance and scale 02 Meeting the demands of modern 9.0 and AI applications customers are building today I NVE STO R DAY
Slide 38: Three core investments that drive growth
Three core investments that drive growth Enterprise Proven Mission-critical Doubling down Agent Engine real-time data elasticity Full Text Vector Embeddings Rerankers Search Search Database Run Anywhere & Enterprise Advanced 9.0 {JSON} Atlas Infinite Database Document Model I NVE STO R DAY
Slide 39: Intensity & scale means something different for Users vs. Agents
Intensity & scale means something different for Users vs. Agents User-Driven Workloads Predictable cadence & intensity I NVE STO R DAY
Slide 40: Intensity & scale means something different for Users vs. Agents
Intensity & scale means something different for Users vs. Agents User-Driven Workloads Agentic Workloads Predictable cadence & intensity Bursty, unpredictable & intense I NVE STO R DAY
Slide 41: Atlas Infinite delivers… Extreme Elasticity
Atlas Infinite delivers… Extreme Elasticity
Slide 42: Atlas Infinite delivers… Fine-Tunable Performance & Scaling
Atlas Infinite delivers… Extreme Elasticity Fine-Tunable Performance & Scaling
Slide 43: Atlas Infinite delivers… Familiar Atlas Experience
Atlas Infinite delivers… Extreme Elasticity Fine-Tunable Performance & Scaling Familiar Atlas Experience
Slide 44: Some of our largest customers saw incredible gains with Infinite
Some of our largest customers saw incredible gains with Infinite Cybersecurity Financial Services Insurance 55% more transactions per second Media & (Fintech payment platform) Retail Entertainment Manufacturing 4x peak traffic load (Fraud prevention platform) I NVE STO R DAY
Slide 45: Atlas Infinite Video Testimonial
ATLAS INFINITE VIDEO TESTIMONIAL I NVE STO R DAY
Slide 46: Vertical Scaling vs Horizontal Scaling
Compute VERTICAL Compute SCALING Storage Storage Compute Compute Compute Compute HORIZONTAL SCALING Storage Storage Storage Storage I NVE STO R DAY
Slide 47: Separate Storage & Compute
Compute Compute Compute Compute Compute SEPARATE STORAGE & COMPUTE Storage Storage Storage Storage Storage I NVE STO R DAY
Slide 48: Separating storage and compute unlocks opportunities for MongoDB
Compute Compute Compute Compute Compute Separating storage and compute SEPARATE STORAGE & unlocks opportunities for MongoDB COMPUTE Storage Storage Storage Storage Storage I NVE STO R DAY
Slide 49: Atlas Infinite: Staying ahead of demand
Atlas Infinite Staying ahead of demand ~200 ~100% 10x % Faster to add read capacity More performance per dollar on I/O-heavy More storage per shard (128TB) workloads
Slide 50: Mission-critical elasticity
Mission-critical elasticity Atlas Infinite will be a win for customers and drive growth for MongoDB Perfect for the bursty nature Atlas of agentic applications Infinite Expands to new opportunities where compute & storage separation are critical I NVE STO R DAY
Slide 51: Three core investments that drive growth
Three core investments that drive growth Enterprise proven Mission-critical Doubling down Agent Engine real-time data elasticity Full Text Vector Embeddings Rerankers Search Search Database Run Anywhere & Enterprise Advanced 9.0 {JSON} Atlas Infinite Document Model I NVE STO R DAY
Slide 52: MongoDB is the Intelligent Data Platform for the AI era
MongoDB is the Intelligent Data Platform for the AI era Agent Engine Full Text Vector Embeddings Rerankers Search Search Database {JSON} Document Model I NVE STO R DAY
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Slide 54: AI Innovations
AI INNOVATIONS Pablo Stern Chief Product Officer, AI & Emerging Products I NVE STO R DAY
Slide 55: Enterprises and AI natives are using our platform across a range of AI use cases
Enterprises and AI natives are using our platform across a range of AI use cases I NVE STO R DAY
Slide 56: Why MongoDB wins in AI
Why MongoDB wins in AI New capabilities Showing up for Our platform is get agents to Builders perfect for AI production I NVE STO R DAY
Slide 57: Why MongoDB wins in AI
Why MongoDB wins in AI New capabilities Showing up for Our platform is get agents to Builders perfect for AI production I NVE STO R DAY
Slide 58: Agents will love MongoDB because we show up in the tools & stacks Builders use
Agents will love MongoDB because we show up in the tools & stacks Builders use Answer engines AI frameworks Coding agents AI platforms ONGOING ONGOING AUGUST NEW Framework Frontier AI Platform >50% Support Marketplace Plugins Integrations Improved accuracy in high LangChain, LlamaIndex, Codex, Claud
Slide 59: Atlas Managed MCP Server growth
Agents will love MongoDB because we show up in the tools & stacks Builders use AUGUST 8X GROWTH SINCE WEEK 1 Atlas Managed MCP Server Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 I NVE STO R DAY
Slide 60: Why MongoDB wins in AI
Why MongoDB wins in AI New capabilities Showing up for Our platform is get agents to Builders perfect for AI production I NVE STO R DAY
Slide 61: MongoDB native AI retrieval delivers accuracy and reduces cost
MongoDB native AI retrieval delivers accuracy and reduces cost, which is make-or-break for AI and agents Agent Engine Full Text Vector Embeddings Rerankers Search Search Database {JSON} Document Model I NVE STO R DAY
Slide 62: Voyage AI
Full Text Search Vector Search Embeddings Rerankers VOYAGE AI I NVE STO R DAY
Slide 63: Strong product traction with Vector Search & Voyage AI
We are seeing strong product traction with Vector Search & Voyage AI 4x 2x Vector Search customer Voyage AI customer count count growth (2 years) growth (QoQ) I NVE STO R DAY
Slide 64: Enterprises & AI Natives are building on our AI capabilities
Enterprises & AI Natives are building on our AI capabilities ENTERPRISES AI NATIVES I NVE STO R DAY
Slide 65: Memory
PERCEPTION PLANNING ACTION MEMORY I NVE STO R DAY
Slide 66: Our platform is the ideal layer for agent memory
Our platform is the ideal layer for agent memory Full-Text Search, Vector Search, and Voyage AI PERCEPTION PLANNING ACTION are native to our platform and deliver precise retrieval. As memories change shape, the document model & JSON naturally handle it.MEMORY Rigid relational databases don't. I NVE
Slide 67: Why MongoDB wins in AI
Why MongoDB wins in AI New capabilities Showing up for Our platform is get agents to Builders perfect for AI production I NVE STO R DAY
Slide 68: Atlas Agent Engine
PUBLIC PREVIEW ATLAS AGENT ENGINE Open, secure & governed agentic infrastructure I NVE STO R DAY
Slide 69: Atlas Agent Engine positions us to capture more of the agentic stack
Atlas Agent Engine positions us to capture more of the agentic stack MEMORY & CONTEXT-AWARE SECURE & GOVERNED OPEN & FLEXIBLE PROBLEM PROBLEM PROBLEM Agents that forget or misjudge Enterprises won't deploy agents Enterprises don’t want to bet on context compound their they can't trust to behave. one
Slide 70: Atlas Agent Engine is the infrastructure to Build, Deploy, Run and Govern Agents
Atlas Agent Engine is the infrastructure to Build, Deploy, Run and Govern Agents in BUILD productionRUN DEPLOY GOVERN AI Ecosystem Atlas Agent Engine Operations Identity Governance & Policies Frameworks Agent Runtime Monitoring LLMs Agent Memory Logs Evals Sandboxing Tools & MCP Audit Enterprise Dat
Slide 71: Private Preview customers across a range of industries and use cases
Private Preview customers across a range of industries and use cases have been hands-on with Atlas Agent Engine Healthcare & Financial Services Manufacturing Technology Insurance I NVE STO R DAY
Slide 72: Atlas Agent Engine Video Testimonial
ATLAS AGENT ENGINE VIDEO TESTIMONIAL I NVE STO R DAY
Slide 73: Customer Conversation: Citizens Bank
CUSTOMER CONVERSATION Citizens Bank Vikas Agarwal SVP, Head of Enterprise Data Platforms, Citizens Bank I NVE STO R DAY
Slide 74: Atlas Agent Engine introduces new components that drive Atlas consumption
Atlas Agent Engine introduces new components to our platform that drive Atlas consumption NEW EXISTING Memory Database Runtime AI Retrieval Capabilities Voyage AI I NVE STO R DAY
Slide 75: Atlas Agent Engine delivers Builders the critical capabilities to get agents into production
Atlas Agent Engine delivers Builders the critical capabilities to get agents into production MONGODB HYPERSCALERS MODEL PROVIDERS ANALYTICS PLATFORMS MEMORY & CONTEXT-AWARE Enterprise Proven OLTP Native Memory & Context SECURE & GOVERNED Centralized Cost & Policy Guardrails Agent & Tool Isolation OP
Slide 76: Why MongoDB wins in AI
Why MongoDB wins in AI AGENT ENGINE New capabilities Showing up for Our platform is get agents to Builders perfect for AI production I NVE STO R DAY
Slide 77: Customer Conversation: Emergent Labs
CUSTOMER CONVERSATION Emergent Labs Madhav Jha Co-founder & CTO Emergent Labs I NVE STO R DAY
Slide 78: Go-to-Market & Partnerships
GO-TO-MARKET & PARTNERSHIPS Ryan Mac Ban Chief Revenue Officer I NVE STO R DAY
Slide 79: Why MongoDB, Why Now
PEOPLE WHY TECHNOLOGY MONGODB, WHY NOW TIMING I NVE STO R DAY
Slide 80: There's never been a better time to be a customer, or to lead, at MongoDB
There’s never been a better time to be a customer, or a better time to lead, at MongoDB . I NVE STO R DAY
Slide 81: Q2 continued to deliver outstanding results
Q2 continued to deliver outstanding results 6 quarters 29% 36% Consecutive Atlas YoY Atlas YoY EA net dollar growth growth for 5 quarters growth 70,000 + 2,900 17% Customers New customers Growth in number of $100K+ & $1M+ ARR customers I NVE STO R DAY As of Q2FY27
Slide 82: Where we will invest
WHERE WE WILL INVEST 01. 02 03. Executive Buyer . Platform GTM Legacy Migration Engagement Specialization Opportunity and Partners I NVE STO R DAY
Slide 83: Executive buyer engagement
01 Executive Buyer Engagement 01 Going deeper, wider across the enterprise $5B+ Our path is accelerated through the executives in the enterprise 02 Investing in vertical depth FINANCIAL SERVICES HEALTH CARE DIGITAL & AI NATIVES PUB SEC 200+ customer engagements in Q2 across MongoDB executive suite 0
Slide 84: Platform specialization
02 GTM Platform Specialization Platform Specialization 70K converts innovation into revenue Continuous Feedback Loop Customers keeps our roadmap aligned with customer needs Upsell and Cross-sell Opportunity Atlas Reacceleration while scaling new products I NVE STO R DAY
Slide 85: Legacy migration opportunity and partners
03 Legacy Migration Opportunity and Partners AI Tooling has transformed the modernization process $10B TAM Oracle, SQL, relational workloads can migrate to MongoDB at record pace. Two Parallel Channels + MongoDB AMP ● ● Direct to existing customers Partner-led to new markets I NVE STO R DAY
Slide 86: This is our path to $5B+ and driving durable growth
THIS IS OUR PATH TO $5B+ AND DRIVING DURABLE GROWTH 01. 02 03. Executive Buyer . Platform GTM Legacy Migration Engagement Specialization Opportunity and Partners I NVE STO R DAY
Slide 87: Go-to-Market & Partnerships
GO-TO-MARKET & PARTNERSHIPS Erica Volini Chief Customer Officer I NVE STO R DAY
Slide 88: Ensure an outstanding customer experience
Remit of the Chief Customer Officer: Ensure an outstanding customer experience . 1998 2021 2026 I NVE STO R DAY
Slide 89: We need an ecosystem
No one wins the AI era alone. WE NEED AN ECOSYSTEM to embed the MongoDB data platform where enterprise decisions are actually being made.
Slide 90: The shifts driving our partner strategy
THE SHIFTS DRIVING OUR PARTNER STRATEGY WHERE WE WERE WHERE WE ARE GOING Customers judge value Customers judge value on the output on the outcome Enterprises are launching Enterprises are launching AI pilots AI in production Transformation means Transformation means rethinking rethinking your techno
Slide 91: Partners will be our scale engine to surpass $5B+
Partners will be our scale engine to surpass $5B+ I NVE STO R DAY
Slide 92: Four levers that power our ecosystem
FOUR LEVERS THAT POWER OUR ECOSYSTEM 01 02 03 04 Integrate Data layer in Co-innovate with Embed across the AI SI agentic hyperscalers and with industry ecosystem stacks neo-clouds ISVs I NVE STO R DAY
Slide 93: Integrating across every aspect of the AI ecosystem
01 Integrating across every aspect of the AI ecosystem. I NVE STO R DAY
Slide 94: MongoDB is investing to become the default data platform
01 AI ecosystem MongoDB is investing to become the default data platform anywhere modern builders already work. I NVE STO R DAY
Slide 95: AI ecosystem metrics
460+% 01 AI ecosystem YoY influenced revenue growth 15+ Live integrations 220K Weekly downloads I NVE STO R DAY
Slide 96: Becoming the default, embedded data layer inside SI agentic stacks
02 Becoming the default, embedded data layer inside SI agentic stacks. I NVE STO R DAY
Slide 97: Six of the world's largest SIs are embedding MongoDB into their agentic stacks
02 SI agentic stacks Six of the world’s largest SIs are embedding MongoDB’s data platform into their agentic stacks I NVE STO R DAY
Slide 98: SI launch partners are already using and selling Atlas Agent Engine
02 SI agentic stacks USE CASES IDENTIFIED ACROSS THE ENTERPRISE SI launch OIL & GAS FRAUD partners are ASSISTANT PREVENTION UNDERWRITING SPACE CLAIM CONTACT CENTER already using UTILIZATION PROCESSING MANAGEMENT BUSINESS LOAN DATA and selling PLATFORM FORECASTING VALIDATION SI partners are poised to
Slide 99: SI partner quotes
“By combining Infosys Topaz and our experience in helping enterprises navigate large-scale AI transformation with Atlas Agent Engine, we are 02 SI agentic stacks enabling clients to build intelligent systems that can reason, adapt, and deliver value in real-world business environments.” - Balakrishn
Slide 100: Co-innovating with leading hyperscalers and neo-clouds
03 Co-innovating with leading hyperscalers and neo-clouds. I NVE STO R DAY
Slide 101: Named a Partner of the Year
Named a Partner of the Year I NVE STO R DAY
Slide 102: Customers' choice in cloud providers has exploded in recent years
03 Hyperscalers neo-clouds Customers’ choice in cloud providers has exploded in recent years I NVE STO R DAY
Slide 103: Building and scaling with cloud providers
● Expanding existing cloud partnerships Building and scaling with ● Establish new speciality and neo-cloud partnerships cloud providers ● Co-innovating to deliver customer outcomes together I NVE STO R DAY
Slide 104: Nationwide and hyperscalers
3M payments at peak £1.5B transaction volume <8 months to production moved every 24 hours "Possibly a world first, definitely a UK first — and all powered by MongoDB." - Schoonderwoerd, Nationwide + + hyperscalers 2
Slide 105: Becoming the default data platform for industry ISVs
04 Becoming the default data platform for industry ISVs. I NVE STO R DAY
Slide 106: Industry ISVs on MongoDB
INDUSTRY SOLUTION 04 Industry ISVs BigID runs on MongoDB Atlas , with Vector Search, to catalog CYBER and protect sensitive data across structured and unstructured sources. Their industry-leading clinical research platform is Clinical Research MEDICAL integrating MongoDB EA so customers can opt-in t
Slide 107: Four levers that power our ecosystem
FOUR LEVERS THAT POWER OUR ECOSYSTEM 01 02 03 04 Integrate Data layer in Co-innovate with Embed across the AI SI agentic hyperscalers and with industry ecosystem stacks neo-clouds ISVs I NVE STO R DAY
Slide 108: The reach is theirs. What powers it is ours.
THE REACH IS THEIRS. WHAT POWERS IT IS OURS.
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Slide 110: Safe Harbor
Safe Harbor This presentation and the accompanying oral presentation have been prepared by MongoDB, Inc. (“MongoDB” or the “company”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or repr
Slide 111: Financial Update
FINANCIAL UPDATE Mike Berry Chief Financial Officer I NVE STO R DAY
Slide 112: Themes of the discussion today
Themes of the discussion today 01 Strong track record of following through on commitments 02 Growth is real and durable 03 Revenue growth drives margin expansion 04 AI and new product innovations are growth vectors 05 Long-term model reflects confidence in growth and operating leverage I NVE STO R D
Slide 113: Hitting Our Commitments
01 HITTING OUR COMMITMENTS I NVE STO R DAY
Slide 114: We are delivering on our commitments
We are delivering on our commitments INVESTOR DAY FY26 COMMITMENTS FY26 ACTUALS FY27 GUIDANCE (1) (High End) Atlas Growth: 20%+ 28.7% ~27% EA & Other Growth: low-to-mid single digits 7.3% ~11% Revenue Growth: high teens 22.8% 21-23% Operating Margin (2): 100-200 bps on 18.5% ~21.0% average every yea
Slide 115: We provided more visibility into the business
We provided more visibility into the business Providing guidance for Sharing EA & Atlas revenue Other ARR Introducing the growth growth long-term model As of Q2 FY26 As of Q2 FY26 As of September FY26 I NVE STO R DAY
Slide 116: Growth is Real & Durable
02 GROWTH IS REAL & DURABLE I NVE STO R DAY
Slide 117: We are pursuing a large and growing market opportunity
We are pursuing a large and growing market opportunity Past (2024-2025) +12% CAGR 2026 to 2030 $193 Future (2026-2030) $174 $156 $139 $123 $108 $93 2024 2025 2026 2027 2028 2029 2030 I NVE STO R DAY Note: All figures in USD billions. | Source: IDC Database Management Systems Software TAM (September
Slide 118: We have a history of strong revenue growth
We have a history of strong revenue growth Atlas and EA are both healthy, independent growth engines Total Revenue ($M) Atlas $3,030 EA & Other + Services 2 CAGR $2,464 +28% $2,006 $656 $1,683 $601 $1,284 $578 $874 $476 $1,808 $381 $1,405 $1,105 $808 $492 FY22 FY23 FY24 FY25 FY26 FY27 Guidance (High
Slide 119: Atlas revenue dollars have grown year-over-year for the past 6 quarters
Atlas revenue dollars have grown year-over-year for the past 6 quarters Atlas Revenue Added Year-Over-Year ($M) $127 $114 $117 $108 $99 $82 $76 $76 $76 $72 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 FY25 FY25 FY25 FY25 FY26 FY26 FY26 FY26 FY27 FY27 I NVE STO R DAY 119
Slide 120: EA is also exhibiting solid growth
EA is also exhibiting solid growth Customers continue to expand their self-managed footprints to support both traditional and AI applications Quarterly EA & Other ARR Growth 13% 11% 11% 10% 8% 7% 7% 7% 5% 3% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 FY25 FY25 FY25 FY25 FY26 FY26 FY26 FY26 FY27 FY27 I NVE STO R
Slide 121: Our largest customer segments are growing fastest
Our largest customer segments are growing fastest, reflecting our move up-market Total Customers $100K+ Customers 2,999 70,600 R CAG 2,564 R 24% CAG 59,900 23% 2,189 50,700 1,855 45,000 37,000 1,462 29,000 1,126 20,200 819 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 FY21 FY22 FY23 FY24 FY25 FY26 FY27
Slide 122: Our customers continue to expand, led by our largest accounts
Our customers continue to expand, led by our largest accounts ARR Growth by Customer Size ($M) $5M+: 34x $1M-$5M: 22x $500K-$1M: 23x $100K-$500K: 23x <$100K: 26x Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 Q2 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 I NVE STO R DAY Note: Growth factors (e.g., 26x for <$100k
Slide 123: Total ARR has grown the last two years
Total ARR has grown the last two years ARR by Product ($M) & YoY ARR Growth Atlas ARR EA & Other ARR Total Subscription ARR Growth ● Atlas ARR growth is consistent with revenue growth 23% 25% 22% $2,886 ● EA & Other ARR growth has $605 $2,309 accelerated each year and has $1,877 $544 been double-dig
Slide 124: Revenue Growth Drives Margin
03 REVENUE GROWTH DRIVES MARGIN I NVE STO R DAY
Slide 125: Leverage is showing up in the model…
Leverage is showing up in the model… Revenue Growth and Operating Margin % Revenue Growth Operating Margin % (1) 22.8% 23.0% 19.2% 21.0% 18.5% 14.9% FY25 FY26 FY27 Guidance (2) (High End) …and we continue to invest to drive growth (1) Operating Margin is a non-GAAP measure. A reconciliation of non-G
Slide 126: Key investment areas
Key investment areas Innovation / R&D Go-to-market ● Strengthening our core database capabilities to meet ● Engaging with executive buyers to support our the demands of AI. Examples include: up-market focus ○ Full Text Search and Vector Search on EA ● Building GTM platform specialization to drive fa
Slide 127: We expect to reach GAAP profitability this year
We expect to reach GAAP profitability this year GAAP EPS ($) SBC as a % of revenue 40% $0.77 30% $0 30% 27% 25% 22% -$0.88 20% 20% -$1.73 -$2.48 10% -$5.03 0% FY23 FY24 FY25 FY26 FY27 FY23 FY24 FY25 FY26 FY27 YTD Guidance (1, 2) (High End) (1) Shares outstanding used in the EPS calculation is based
Slide 128: Our business model is generating meaningful cash flow
Our business model is generating meaningful cash flow Historical Trend Current FCF ($M) FCF Conversion % (1) FCF ($M) FCF Conversion % (1) 108% 108% 493 101% 335 41% 38% 176 -40% 110 114 -25 FY23 FY24 FY25 FY26 1H FY26 1H FY27 Note: FCF and FCF Conversion are non-GAAP measures. A reconciliation of t
Slide 129: AI and New Product Innovations
04 AI and NEW PRODUCT INNOVATIONS I NVE STO R DAY
Slide 130: Strong signals of AI adoption across our customer base
Strong signals of AI adoption across our customer base Atlas Multi-Feature (1) - % of Atlas Vector Search - Customer Count Customers with $100K+ ARR 4x 48% 42% 34% Q2 Q2 Q2 FY25 FY26 FY27 Driven by Vector Search and Vector Search customer count Full Text Search adoption. growth in 2 years I NVE STO
Slide 131: We are seeing traction from AI use cases
We are seeing traction from AI use cases % of Atlas ARR from Customers with at least one AI Use Case 30% YoY ~40% ~30% Q2 Q2 FY26 FY27 I NVE STO R DAY Note: A workload is considered attributable to AI if it is using our vector search feature, is using an AI-related driver, or belongs to a company th
Slide 132: AI revenue impact is still small, but growing rapidly
AI revenue impact is still small, but growing rapidly AI Natives - Customer Count AI Natives - Revenue and Growth Atlas Revenue YoY Growth % from AI Natives s year 2,200+ in 2 165% ~2x 1,700+ 129% 1,200+ 67% Q2 Q2 Q2 Q2 Q2 Q2 FY25 FY26 FY27 FY25 FY26 FY27 This AI native cohort makes up low single-di
Slide 133: New product innovations will enhance our position
New product innovations will enhance our position as the best intelligent data platform for the AI era EA Features Atlas Infinite Atlas Agent Engine Full Text Search, Vector Decouples compute Open, secure & governed Search & Hybrid Search & storage agentic infrastructure ● Expands EA from a database
Slide 134: Financial Targets
05 FINANCIAL TARGETS I NVE STO R DAY
Slide 135: Long-term financial targets
Long-term financial targets TARGETS PRIOR (3-5 YEARS) UPDATED (~3 YEARS) (1) Total revenue growth High teens 20%+ Atlas revenue growth 20%+ Mid-20% EA & Other ARR growth Low-to-mid single digits 20%+ Operating margin (2, 4) (100-200 bps expansion on average every year) FCF conversion (2, 3, 5) 80-10
Slide 136: Targeted upsides to Atlas long-term target
Targeted upsides to Atlas long-term target Atlas YoY Revenue Growth (%) Targeted Sources of Upside Mid-20% ● Enterprise AI workloads 20%+ ● AI native contribution ● New product innovations ● App modernization ● Partnerships Prior Updated Long-term Targets Long-term Targets (1) (3-5 Yrs) (~3 Yrs) I N
Slide 137: Long-term financial targets
Long-term financial targets TARGETS PRIOR (3-5 YEARS) UPDATED (~3 YEARS) (1) Total revenue growth High teens 20%+ Atlas revenue growth 20%+ Mid-20% EA & Other ARR growth Low-to-mid single digits 10%+ growth 20%+ 100-200 bps expansion on average Operating margin (2, 4) (100-200 bps expansion on avera
Slide 138: Capital allocation strategy
Capital allocation strategy Pursue disciplined Manage dilution by acquisitions that Continue to leveraging FCF for share accelerate our product generate strong FCF buybacks roadmap or open adjacencies I NVE STO R DAY 138
Slide 139: Key takeaways from the day
Key takeaways from the day We are seeing strong traction in a large and growing market, and we still have a Market opportunity relatively small share Core products We are confident about the durability of growth for both Atlas and EA AI and new innovations AI momentum is building but still early, an
Slide 140: ( MongobB INVESTO
( MongobB INVESTOR DAY
Slide 141: Investor Day 2026
INVESTOR DAY 2026 September 29, 2026
Slide 142: Appendix
APPENDIX 0 MongoDB. _ investor vay
Slide 143: Non-GAAP Financial Measures
Non-GAAP Financial Measures This presentation includes the following financial measures defined as non-GAAP financial measures by the SEC: non-GAAP income from operations, non-GAAP operating margin, free cash flow and free cash flow Non-GAAP income from operations and non-GAAP operating margin exclu
Slide 144: Definitions
Definitions We calculate annualized recurring revenue (“ARR”) to help us measure our subscription revenue performance. ARR includes the revenue we expect to receive from our customers over the following 12 months based on contractual commitments and, in the case of direct sales customers of Atlas, b
Slide 145: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations Reconciliation of GAAP income (loss) from operations Reconciliation of GAAP Guidance to Full Year Fiscal 2027 to non-GAAP income from operations: Six Months Ended Years Ended January 31, Non-GAAP Guidance 2025 2026 2023 2024 2025 2026 (in millions of U.S. dollars, ex