MongoDB
MDBQ3 2022(MDB Q2 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$83.0M
AI Revenue (Q)
$3.7M
Total Revenue (Q)
$368.3M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q2 FY2023 (3 months ended Jul 31, 2022). Total revenue $303.7M (Subscription $291.6M + Services $12.1M). No AI segment, no AI product disclosure, no Vector Search yet. Same incidental AI workload estimate as Q1. Math: $303.7M x 1% = ~$3.0M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $291,607K, Services $12,053K, Total revenue $303,660K
10-Q for period ended July 31, 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