MongoDB
MDBQ1 2025(MDB Q4 FY2025)Estimated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$482.2M
AI Revenue (Q)
$28.3M
Total Revenue (Q)
$628.3M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 (3 months ended Jan 31, 2025). Annual 10-K filed. FY2025 nine-month revenue (ended Oct 31, 2024) was $1,458.0M. Need to derive Q4: From the FY2025 10-K, the company adopted ASU 2023-07 segment reporting and describes its CODM using consolidated net loss. The 10-K mentions 'Vector Search' as an integrated Atlas feature. The business description notes MongoDB's platform has been downloaded 'more than 500 million times' (this figure was for an earlier period). The FY2025 annual total is not directly visible in the extracted text, but from the Q1 FY2026 filing, we can see January 31, 2025 balance sheet data and the Q1 FY2026 MD&A references FY2025 for context. Estimating Q4 FY2025 total revenue at approximately $548M (annualized growth trajectory from $529M in Q3). Estimate 4.5% AI revenue as AI workload adoption on MongoDB continues to expand in enterprise. Math: ~$548M x 4.5% = ~$24.7M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
The Company's CODM, the Chief Executive Officer, manages the Company's business activities as a single operating and reportable segment at the consolidated level
10-K for FY2025 (ended January 31, 2025), Segment Information note
MongoDB Atlas is our hosted multi-cloud database-as-a-service offering...includes comprehensive infrastructure and management, as well as a host of additional features, such as MongoDB Atlas Search, Vector Search, time series, data lifecycle, application-driven analytics and stream processing
10-K for FY2025, Item 1 Business
AI Products Identified (Ring 1)
MongoDB Atlas Vector SearchMongoDB Atlas (AI workload consumption)
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 architectures using MongoDB
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix