MongoDB
MDBQ4 2022(MDB Q3 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$85.8M
AI Revenue (Q)
$4.2M
Total Revenue (Q)
$423.8M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q3 FY2023 (3 months ended Oct 31, 2022). Total revenue $333.6M (Subscription $320.8M + Services $12.9M). Single segment, no AI disclosure, pre-Vector Search era. Same 1% incidental estimate. Math: $333.6M x 1% = ~$3.3M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $320,756K, Services $12,865K, Total revenue $333,621K
10-Q for period ended October 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