MongoDB (MDB) shares have plunged 28.7% year to date, underperforming the Zacks Computer and Technology sector’s growth of 13.6%, raising questions about whether this presents a buying opportunity for investors. This significant decline comes amid broader market volatility and shifting sentiment toward growth-oriented technology stocks.MongoDB, known for its popular NoSQL database platform, has been a darling of the tech industry since its IPO in 2017. The company's innovative approach to data management ha ...

MongoDB, Inc. (NASDAQ:MDB) Piper Sandler Growth Frontiers Conference September 11, 2024 10:00 AM ET Company Participants Michael Gordon - Chief Operating Officer and Chief Financial Officer Serge Tanjga - Senior Vice President of Finance Conference Call Participants Brent Bracelin - Piper Sandler Brent Bracelin Good morning. Thank you for joining us here. I had an insightful little keynote there with the CIO panel. Good news is, a lot of investment in data. So this is very topical here. Very pleased to have ...

会议主要讨论的核心内容 公司业务概况 - 公司是一家拥有近20年历史的数据库公司,目前收入接近20亿美元,但在超过800亿美元的庞大数据库市场中仍占据较小的市场份额 [4][6][7] - 公司的数据库产品主要应用于新建应用程序,同时也有一定比例来自于客户从传统关系型数据库迁移过来 [8][9] - 公司的数据库即服务产品(Atlas)占到公司收入的71%,这部分业务主要来自新建应用程序 [8] 业务增长动力 - 公司的增长主要来自两个方面:一是已有客户应用程序的使用量增长,二是持续获取新的应用程序客户 [17][18][19][20][21] - 公司在新客户获取方面表现良好,但已有客户应用程序的使用量增长放缓是近期业绩增长放缓的主要原因 [20][21] - 公司正在采取多种措施来提升新客户获取能力,包括产品创新、销售团队扩张等 [11][12][13][26][27] 人工智能带来的机遇 - 人工智能应用对公司数据库产品需求有两个主要方向:一是自动化系统和对话助手,二是智能文档检索分析 [30] - 人工智能应用对公司数据库的使用强度还不确定,但预计会带来更多新的应用程序需求,从而扩大公司的市场机会 [31][32][33][34][35] - 公司正在与各大云服务商合作,确保其人工智能工具能够很好地支持公司的数据库产品 [38][39] 竞争格局 - 开源数据库PostgreSQL一直是公司的主要竞争对手,但公司在与之竞争时胜率较高 [44][45] - 云服务商提供的数据库产品也是公司的主要竞争对手,但同时也是公司的重要合作伙伴 [44] - 公司的核心竞争优势在于产品的技术优势和开发者的青睐,即使在未来机器编码时代,这些优势仍将持续 [39][40]

MongoDB for Academia also working with learning platforms SmartInternz and GeeksforGeeks to equip Indian students with the knowledge needed to build modern, AI-powered applicationsBENGALURU, India, Sept. 10, 2024 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced the expansion of MongoDB for Academia in India, including a new partnership with All India Council for Technical Education (AICTE), Ministry of Education, Government of India. The AICTE partnership will be supported by SmartBridge's SmartI ...

MongoDB's quarterly earnings and updated outlook smashed expectations.Shares of MongoDB (MDB 1.67%) rose 15.2% in August, according to data provided by S&P Global Market Intelligence. The company extended its streak of beating quarterly earnings estimates, and its forward-looking commentary impressed investors looking for signs of growth and profitability.MongoDB smashed quarterly earnings expectationsMongoDB reported earnings on Aug. 29, and investors were impressed. The company delivered 13% revenue growt ...

会议主要讨论的核心内容 - 公司过去10年的发展历程 [4][5] - 公司未来5年的发展目标和重点 [5][6][7] - 公司在AI和应用现代化方面的机会 [5][6][7] - 公司在战略客户账户方面的投资和收益 [15][16][17][18][19] - 公司在使用生成式AI方面的实践和思考 [22][23][39][40][41][42][43][44][45][46][47][58] - 公司在数据库市场中的地位和优势 [61][62][63][64] 问答环节重要的提问和回答 - 公司如何通过战略客户账户提升市场份额 [13][14][15][16][17][18][19][20][21] - 公司是否会部署生成式AI技术来提高内部效率 [22][23] - 公司如何看待当前的AI热潮及其对公司的影响 [39][40][41][42][43][44][45][46][47][58] - 公司在数据库市场中的核心竞争优势是什么 [61][62][63][64]

SAN FRANCISCO, Sept. 09, 2024 (GLOBE NEWSWIRE) -- Hagens Berman urges MongoDB, Inc. (NASDAQ: MDB) investors who suffered substantial losses to submit your losses now. Class Period: Aug. 31, 2023 – May 30, 2024Lead Plaintiff Deadline: Sept. 9, 2024Visit: www.hbsslaw.com/investor-fraud/mdb Contact the Firm Now: MDB@hbsslaw.com                                             844-916-0895 Class Action Lawsuit Against MongoDB, Inc. (MDB): MongoDB Inc., a provider of document-database software, now faces an investor ...

RADNOR, Pa., Sept. 8, 2024 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com)  informs investors that a securities class action lawsuit has been against MongoDB, Inc. ("MongoDB") (NASDAQ:MDB) on behalf of investors who purchased or acquired MongoDB securities between August 31, 2023 and May 30, 2024 (the "Class Period"). The case is assigned to the Honorable Gregory Howard Woods III.  The lead plaintiff deadline is September 9, 2024.CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP:I ...

NEW YORK, Sept. 07, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces a lawsuit has been filed against MongoDB, Inc. (“MongoDB” or the “Company”) (Nasdaq:MDB) and certain of the Company’s senior executives.   If you suffered losses on your MongoDB investment, you are encouraged to submit your information at https://www.bfalaw.com/cases-investigations/mongodb-inc. Investors have until September 9, 2024 to ask the Court to be appointed to lead the case. The complaint as ...

RADNOR, Pa., Sept. 06, 2024 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Southern District of New York against MongoDB, Inc. (“MongoDB”) (NASDAQ:MDB) on behalf of investors who purchased or acquired MongoDB securities between August 31, 2023 and May 30, 2024 (the “Class Period”). The case is assigned to the Honorable Gregory Howard Woods III. The lead p ...