MongoDB, Inc. (NASDAQ:MDB) Piper Sandler 4th Annual Growth Frontiers Conference September 11, 2025 10:00 AM EDT
Company Participants
Michael Berry – Chief Financial Officer
Benjamin Cefalo – SVP of Product Management
Conference Call Participants
Brent Bracelin – Piper Sandler & Co., Research Division
Presentation
Brent Bracelin
MD & Senior Research Analyst
Good morning. Thank you all for joining us. My name is Brent Bracelin, co-head of Tech Research here at Piper Sandler. Next session here is a fireside chat. We have Mike Berry. We have Ben Cefalo. Thank you guys both for joining us, and welcome to Nashville.
Michael Berry
Chief Financial Officer
Thank you. Thanks for having us.
Question-and-Answer Session
Brent Bracelin
Piper Sandler & Co., Research Division
Absolutely. So listen, it’s hard to not start the conversation here around AI, both the AI existential threat to software as well as a potential exponential opportunity. In our view, we think AI is just software. We think SaaS is just software. We think the death of SaaS is a little overblown. But ultimately, there is something different about AI, and that’s the pace of change as we think about — and the pace of change in AI is happening very, very fast. As you think about this, what we call race to relevancy, how do you think Mongo is changing? How do you think Mongo is responding to the needs of a lot of these application companies that are trying to race to change and keep up with the pace of AI?
Michael Berry
Chief Financial Officer
Yes. So again, thanks for having us. And I’ll also — and I know we didn’t read the safe harbor, but we’ll always say, go look at it on the website just to make sure. So — and again, thanks for having us, and Ben is joining as well. So I’ll ask him to weigh in. So we’re
#MongoDB #MDB #Presents #Piper #Sandler #4th #Annual