MongoDB, Inc.

MDBintermediary

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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產品與營收

產品營收佔比

營收結構 ($2.0B)

靜態數據（加載即時財務…）

Atlas (Cloud) (68%)

Enterprise Advanced (27%)

Services (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Amazon.com (AWS)

Atlas on AWS

影響: Largest cloud hosting platform

Microsoft Corporation

Atlas on Azure

影響: Key multi-cloud partner

Alphabet Inc. (Google)

Atlas on GCP

影響: Growing cloud partner

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

New York, New York, USA

成立時間

2007

員工人數

5,600+

官網

mongodb.com

行業概況 — AI / 클라우드

行業新聞