MongoDB
MDBQ3 2025(MDB Q2 FY2026)Estimated5.5% AI
AI Revenue %
5.5%
AI Fair Value
$609.6M
AI Revenue (Q)
$51.1M
Total Revenue (Q)
$928.7M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2026 (3 months ended Jul 31, 2025). Total revenue $591.4M (Subscription $572.4M + Services $19.0M). Atlas revenue 74% of total ($437.6M). MongoDB initiated a $200M stock repurchase in the quarter. The six-month revenue of $1,140.4M represents 23% YoY growth from $928.7M. Platform downloads exceeded 600M. Atlas Vector Search maturation continuing. MongoDB is increasingly recognized as a leading AI data infrastructure choice. No AI-specific revenue figures disclosed. Estimate 5.5% to reflect continued AI adoption momentum. Math: $591.4M x 5.5% = ~$32.5M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $572,355K, Services $19,047K, Total revenue $591,402K
10-Q for period ended July 31, 2025
MongoDB Atlas revenue represented 74%...of our total revenue during the three months ended July 31, 2025
10-Q for period ended July 31, 2025, MD&A
Our platform has been downloaded from our website more than 600 million times since February 2009
10-Q for period ended July 31, 2025, MD&A
AI Products Identified (Ring 1)
MongoDB Atlas Vector SearchMongoDB Atlas (AI workload consumption)Stream processing for AI data pipelines
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 consumption by AI/ML application developersRAG workloadsEmbedding storage and retrievalAI agent architecturesEnterprise AI application backends
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix