Software & data
MongoDB
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
MongoDB provides database software and the Atlas cloud platform. Its AI offerings combine data storage, search and infrastructure for production agents. These capabilities extend a database business used by ordinary applications as well as AI workloads, so Atlas revenue is not an AI-only category.
investors.mongodb.com ↗ · investors.mongodb.com · 2026-09-01 ↗ · www.mongodb.com ↗
Earnings and disclosures
Latest verified results: Q2 fiscal 2027 · Released 2026-09-01
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q2 2027, MongoDB reported $771.8 million of revenue, $141.9 million of operating cash flow and $137.6 million of free cash flow. Cash, investments and restricted cash totaled $2.4 billion. No separate total AI revenue figure was provided.
Products and delivery
Atlas Agent Engine entered public preview on September 29, 2026, with consumption-based Runtime and Memory pricing that can draw on existing Atlas commitments. Paysafe is building toward production. Public preview access is available, while general availability has no disclosed date.
Plans and commitments
MongoDB expects initial revenue contributions from Atlas Infinite and Agent Engine in FY2028, with more meaningful effects in FY2029 and beyond. These are management expectations for monetization, distinct from the delivery of preview tools or current customer experimentation.
Economics and dependencies
About 40% of Atlas ARR comes from customers with at least one AI use case, including their non-AI spending. The AI-native customer cohort represented only a low-single-digit share of Atlas revenue in fiscal Q2 2027. Neither measure describes total AI product revenue.
What to watch
Production deployments, consumption and availability updates will clarify the new products’ commercial progress. Future reports should keep annual recurring revenue, customer use-case penetration and recognized revenue distinct, allowing the scale of AI adoption to be assessed without treating all Atlas spending as AI-related.
investors.mongodb.com · 2026-09-01 ↗ · www.mongodb.com ↗ · www.sec.gov ↗
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.