MongoDB, Inc. (MDB) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day, everyone, and welcome to MongoDB's second quarter fiscal year 2026 earnings call. At this time, all participants are in a listen-only mode. After the presentation, there will be a question and answer session. To participate, you will need to press star 1-1 on your telephone. You will then hear a message advising your hand is raised. To withdraw your question, simply press star 1-1 again. Please note this conference is being recorded. Now it's my pleasure to turn the call over to Brian Daniel from ICR. Please go ahead. Thank you, Carmen. Good afternoon, and thank you for joining us today to review MongoDB second quarter fiscal 2026 financial results, which we announced in our press release issued after the close of market today. Joining me on the call today are David Echeria, President and CEO of MongoDB, Mike Berry, CFO of MongoDB, and Jess Lubert, MongoDB's new Vice President of Investor Relations. During this call, we will make four looking statements, including statements related to our market and future growth opportunities, our opportunity to win new business, our expectations regarding Atlas consumption growth, the impact of non-Atlas business and multi-year license revenue, the long-term opportunity of AI, our financial guidance and underlying assumptions, and our investments and growth opportunities in AI. These statements are subject to a variety of risks and uncertainties, including the results of operations and financial conditions. They cause actual results to differ materially from our expectations. For discussion of the material risks and uncertainties that could affect our actual results, please refer to the risks described in our quarterly report on Form 10-Q for the quarter ended April 30th, 2025, followed by the SEC on June 4th, 2025. Any ...