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MongoDB, Inc. Class AMDB
Recorded

MongoDB, Inc. Class A Citi’s 2026 Global TMT Conference

Review the key takeaways and the transcript of this earnings call.

Period 2026Duration33 minParticipants3

Transcript

Preview the first fifteen paragraphs, organized by speaker.

Tyler RadkeCo-Head of U.S. Software Equity Research

Thanks for joining us, day 2 of Citi's TMT Conference. I'm Tyler Radke, Citi's co-head of U.S. Software. Excited to have MongoDB for the second session of the day. We have CEO, CJ Desai, and the Head of Investor Relations, Jess Lubert. Thanks for making the appearance at the conference. CJ, it's great to see you. I thought we'd just kick things off. It's been almost a year since you've taken over the helm of MongoDB. Just give us some of your observations about the business, and what are your top priorities for the year ahead?

CJ DesaiPresident and CEO

Absolutely. First, great to be here. Thank you for hosting us. We had a print last week on Q2. We felt that overall revenue acceleration and first time hitting 30% total revenue growth in a long time was just fantastic. As I have been here for a year, there are 2 or 3 things that I'm seeing very clearly. Number 1 is, I wanted to make sure once I joined the company, where we have the biggest potential, right? Where we have the biggest potential and the why behind the potential. What I saw in last 10 months or so is that number 1, in enterprises, we are definitely becoming a standard for modern databases, whether these are financial services institution, insurance companies that have a lot of unstructured data, and they want to modernize and move it to multi-cloud estate.

CJ DesaiPresident and CEO

We also saw over last year or so that public sector demand is there. It's early, but public sector demand is there in large enterprise. As I traveled in Tyler, Europe and Asia Pacific, India was very interesting to see lot of new digital native companies, building on MongoDB like a Zomato and others.

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