Investor Presentation
What you should take away from this deck
Our market is massive and growing
It's not a winner-take-all market, but our differentiation is durable
AI significantly expands our market
Multiple tailwinds will drive durable revenue growth
We address a large growing TAM with a differentiated platform
Our market is >$100B and growing
$65
$73
$82
$93
$105
$119
$134
$150
2021 2022 2023 2024 2025 2026 2027 2028
Source: IDC, Data Management Software Market, All figures shown in USD billions
The document model is our foundation for growth
Naturally models structured, unstructured, and interdependent data
Unifies metadata, embeddings, and real-time operational data
Highly flexible & adaptable, evolves as app requirements evolve
JSON is the "lingua franca" of AI apps - LLMs, MCPs, vector stores all emit and consume JSON
… None of this is true about relational
MongoDB can run anywhere
Competitive platforms offer limited capabilities compared to MongoDB
Postgres
MONGODB ADVANTAGE
Flexible Data Model
Native Queryable Encryption Run anywhere
Managed Offering
Multi-Cloud and Multi-Region
Native Horizontal Scaling & Sharding
vanilla | provider
JSONB support is not the same as the Document model
Industry-first, unique to MongoDB
Each Postgres provider has its own unique options, in some cases different than
open-source Postgres
We win due to the limitations of the architecture of relational databases
Rigid schema
Brittle Hard to adapt
Difficult to scale
We win due to the power of the MongoDB platform
Proven success across industries:
COMMUNICATIONS & MEDIA
TECHNOLOGY
MANUFACTURING/AUTOMOTIVE
HEALTHCARE
FINANCIAL SERVICES
CONSUMER & RETAIL