MongoDB, Inc.

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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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($2.0B)

Datos estáticos (cargando finanzas en tiempo real…)

Atlas (Cloud) (68%)

Enterprise Advanced (27%)

Services (5%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Socios

Amazon.com (AWS)

Atlas on AWS

Impacto: Largest cloud hosting platform

Microsoft Corporation

Atlas on Azure

Impacto: Key multi-cloud partner

Alphabet Inc. (Google)

Atlas on GCP

Impacto: Growing cloud partner

Contexto macro y de mercado

AI / 클라우드Noticias del sector

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

Próximos catalizadores

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

Últimas noticias

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Información de la Empresa

Sede Central

New York, New York, USA

Fundación

2007

Empleados

5,600+

Sitio Web

mongodb.com

Estado del sector — AI / 클라우드

Noticias del sector