MongoDB Investor Day 2026

Welcome to MongoDB's 2026 Investor Day. Thank you so much for joining us, whether you are here in person with us at the Nasdaq market site or joining us online via the webcast. My name is Jeff Flugberg, Head of Investor Relations at MongoDB. We have a packed agenda. We are excited to talk about our market opportunity, some of our new innovations, hopefully you read about earlier today, as well as to provide you with the opportunity to hear directly from some of our senior leaders. Before we get started, a few quick housekeeping items. We expect today's program to run about 4 hours, concluding around 3:15 P.M. We will have two breaks. We will have a 30-minute lunch break around noon, and we will have a 10-minute bio break following our partnership session and before the financial update.

We are going to hold two Q&A sessions, one to address yesterday's announcement up front, and then we will do a longer session at the end following the presented content. Finally, the full presentation deck will be posted to the investor relations website shortly following our prepared remarks. Now for a brief legal disclosure. Our remarks today will include forward-looking statements for purposes of the safe harbor provision under the Private Securities Litigation Reform Act of 1995, including statements regarding our market opportunity, strategy, product innovation and financial targets. These statements reflect our views as of today only and are subject to risks and uncertainties that could cause actual results to differ materially. For a full discussion of these risks, please refer to our SEC filings, including our most recent Form 10-Q for the period ended July 31st, 2026. Additionally, we will discuss non-GAAP financial measures today.

A reconciliation of these measures to their most directly comparable GAAP metrics is included in the appendix of today's presentation on our IR website. Here is our schedule for today. We are going to kick it off by addressing what you read about yesterday, followed by a short Q&A session on the topic. After that, here is what you will hear. Dev Ittycheria, our interim President and CEO, is going to talk about our market and opportunity to drive durable growth. Ben Cefalo is going to talk about core products and some of the new innovations to Atlas and Enterprise Advanced you have hopefully read about today. Pablo Stern-Plaza is going to talk about our AI capabilities and Atlas Agent Engine. You are going to hear from Emergent Labs, which is one of our AI customers, about how they use our products. Ryan Mac Ban will talk about our go-to-market strategy.

Erica Volini will talk about partners as a scale engine, and then Mike Berry will come on the stage and tie it all together. I want to make a few acknowledgments. A tremendous amount of work went into preparing for today. We would like to extend a sincere thank you to all the internal teams who built today's content. You will also hear from some of our customers today, so we would like to thank our customers for taking time out of their schedule to help you understand how they use our products. Then we would like to thank the Nasdaq for hosting us here at this fantastic site. With that, I would like to have Mike Berry come on the stage for some opening remarks before we dive into the agenda. Mike, over to you. Thank you, Jeff.

Great to see everybody. Thank you for joining us. Well, during my presentation, I will stand over here so you can see the slide. It just doesn't really matter, so I am going to stand in the middle. Before we get started on the event today, and hey, folks, we got a lot of great stuff for you to go through. We wanted to address the news that came out yesterday. I will do a few prepared remarks, and then I will ask Dave to join me, and we will do a short Q&A session focused on the transition. We really can't say anything more than is in the 8-K, and today we are focused on the plan going forward. As you know, CJ resigned last Friday, and Dev was named as the interim President and CEO. We wish CJ all the best in his new role at Meta.

He had a lot of great sayings, as most CEOs do, and one of his favorite was, "Don't look back, solve forward." That's what we're doing, folks. We are solving forward today. Going forward, the board has named Dev as interim President and CEO. Dev is certainly well-known to employees and the investment community, and he's uniquely qualified to lead MongoDB during this transition. He remained on the board over the past year, and I can say he was certainly very involved in the running of MongoDB during that time. The board has already launched a search for a new CEO, and we're very confident they will bring aboard a great new leader for the business. During the transition, folks, it is business as usual at MongoDB.

The business is doing very well, and we have a lot of exciting announcements to discuss today and tomorrow at our .local New York event. To the point of it's business as usual, it's important for you to know that the whole management team is here today, and we are fully aligned with the direction and plans that we're going to show you today. In addition, we have several members of our board of directors as well. I am not going to introduce the folks that are going to present. They're going to get enough of the spotlight. But I would love the management team of the non-presenters to stand up, if you would, please. Last year, you heard from Jim, our CTO, and May, our CMO.

In addition, you have Deepa, who's our Chief Information Officer, Andrew, who's our Chief Legal Officer, you have Harsha, who's our Chief People Officer, and you also have Ashish, right behind Andrew there, who's our Technical Fellow. So they are here as well as the folks presenting. I want to make sure and introduce you to them. Folks, this is a team event. We are all in front of you today. Then if I could ask the four board members to stand up, please, because it's super important they're here to support us as well. You have Roelof, Hope, Chip, and Tom. So they are here to support us as well. The goal, folks, is, and I've gone back and forth on this, and I'm just going to say it, this is not about one person. This is about 5,700 people that work every day to move MongoDB forward.

And what you are going to hear today is the plan of all of the employees. Our goal is to make sure the transition goes very smoothly. We as a team are going to continue to drive the business forward. We take our responsibilities to customers, employees, and shareholders very seriously, and you have all of our commitments, all of ours, that we will stay focused and drive execution. We have a great business and a lot of momentum, and our job is to keep it going. With that, I would like to invite our former and our new President and CEO, Dev Ittycheria, to join me for a short Q&A.

I will take a few questions here. Raise your hand when we call on you. Be sure to state your name and your firm's name. Keith, you want to kick it off here.

Hi. Keith Bachman from Bank of Montreal. Welcome back officially. Thank you.

I wanted to ask a question on the transition. That is to say, Jess and I were talking to Hall. What do you think CJ did particularly well over the last nine months in a short period of time to help position MongoDB? When you think about your leadership, however long that may last, what are you really focused on in terms of priorities? The third part is, as you think about what you are looking for for your next leader, anything you want to call out that you think is particularly important, whether it is the R&D, go-to-market, et cetera?

Yeah. Thanks for the question. First I would say, I think what CJ did well was he really elevated the company to be able to sell at the C-level. He has a pretty big rolodex coming from ServiceNow, where he knew a lot of senior decision-makers. Historically, with infrastructure software, you have to sell both at the end-user level because you have to get people buying, because no one is going to try and shove infrastructure software down end users' throats, unlike application software. Then you have to still sell high to get the economic buyers bought into whatever the compelling reason is. I think he, especially in some key accounts where he had deep relationships, he helped us, I would say, accelerate deals.

What I will also tell you is that, and I have seen this myself, I show up at a C-level, we shake hands, a deal happens. It was not because of that meeting. It is all the groundwork that happened before that meeting to set the stage for us to consummate the deal. I do not want to suggest that was a one-man show. It was really the go-to-market team who really helped galvanize the momentum in those accounts. Clearly, CJ added some value on key accounts where he helped push the deals over the line. On the second question, what am I going to focus on? One is really driving momentum. I think we have a lot of momentum. I think you are going to be quite pleased in terms of what we are going to share. Sharpening and executing our priorities.