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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产品与营收

产品营收占比

营收构成 ($2.0B)

静态数据（加载实时财务…）

Atlas (Cloud) (68%)

Enterprise Advanced (27%)

Services (5%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Amazon.com (AWS)

Atlas on AWS

影响: Largest cloud hosting platform

Microsoft Corporation

Atlas on Azure

影响: Key multi-cloud partner

Alphabet Inc. (Google)

Atlas on GCP

影响: Growing cloud partner

宏观与市场背景

AI / 클라우드行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 MongoDB, Inc. 的 AI 供应链分析。

企业信息

总部

New York, New York, USA

成立时间

2007

员工人数

5,600+

官网

mongodb.com

行业概况 — AI / 클라우드

行业新闻