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MongoDB, Inc. (MDB) Presents at D.A. Davidson 2nd Annual ...
SA Transcripts · 2026-06-12 · via All Articles on Seeking Alpha

MongoDB, Inc. (MDB) D.A. Davidson 2nd Annual Technology & Consumer Conference 2026 June 11, 2026 9:45 AM EDT

Company Participants

Michael Berry - CFO & Principal Financial Officer

Conference Call Participants

Rudy Kessinger - D.A. Davidson & Co., Research Division

Presentation

Rudy Kessinger
D.A. Davidson & Co., Research Division

Okay. Great. Thanks, everyone, for joining us. For those of you who don't know me, I'm Rudy Kessinger. I cover security and infrastructure software at D.A. Davidson. With me today, CFO of MongoDB, Mike Berry. Mike, thank you for joining us.

Michael Berry
CFO & Principal Financial Officer

Thanks for having us, Rudy.

Question-and-Answer Session

Rudy Kessinger
D.A. Davidson & Co., Research Division

Yes, for sure. We'll make best use of the time, jump right into it. Mike, I think the biggest debate and topic that I talk about with investors is just is MongoDB an AI winner? And if so, what does that look like? When do they start maybe to see material benefit? How are they positioned, et cetera? So let's start there. Mongo, what's it look like ahead for you guys with AI?

Michael Berry
CFO & Principal Financial Officer

Yes. Thanks for the question. Look, we certainly view ourselves as an AI winner, and we've started to talk about it on the last call in terms of seeing some movement in the enterprise. So let's take a step back. Why we think we are? We think our product is perfectly suited for the AI world.

Back when the founders built Mongo, good or bad, the way they built it was, we think, exactly what we need today. So you think about it, document model, built-in JSON native JSON built in. You don't have to do plug-ins or anything. Scales horizontally, so it's much more economical, flexible schema, which is really good for unstructured data. Then you add the stuff we've