MongoDB
MDBQ2 2022(MDB Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$80.7M
AI Revenue (Q)
$3.7M
Total Revenue (Q)
$368.3M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q1 FY2023 (3 months ended Apr 30, 2022). Total revenue $285.4M (Subscription $274.6M + Services $10.9M). MongoDB operates as a single segment with no AI-specific revenue disclosure. Atlas Vector Search had not yet launched. AI workloads on MongoDB at this time were limited to incidental use of MongoDB as a data store for ML pipelines. No management commentary on AI revenue. Conservatively estimating ~1% of revenue from AI-adjacent workloads (developers using MongoDB for ML feature stores, model metadata, etc.).
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $274,581K, Services $10,866K, Total revenue $285,447K
10-Q for Q1 FY2024 (comparative period, three months ended April 30, 2022)
The Company has one operating and reportable segment
10-K FY2023, Segment Information note
AI Products Identified (Ring 1)
MongoDB Atlas (general-purpose database used incidentally for ML workloads)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Atlas cloud database consumption by ML/data science teams
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix