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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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($2.0B)

Data statis (memuat keuangan langsung…)

Atlas (Cloud) (68%)
Enterprise Advanced (27%)
Services (5%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Konteks makro dan pasar

AI / 클라우드Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

New York, New York, USA

Didirikan

2007

Karyawan

5,600+

Situs Web

mongodb.com

Gambaran umum sektorAI / 클라우드

Berita sektor

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

Tema utama

  • Capex 폭증 — MSFT/GOOGL/META/AMZN 합산 $200B+ (2026)
  • Inference 수요 → 맞춤형 AI칩(MRVL·ORCL 수혜)
  • SaaS → AI-as-a-Service 전환 가속

Katalis mendatang

  • Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)
  • OpenAI GPT-5 출시 영향