MongoDB, Inc. (MDB) Q2 2026 Earnings Call Transcript


MongoDB, Inc. (NASDAQ:MDB) Q2 2026 Earnings Conference Call August 26, 2025 5:00 PM ET

Company Participants

a – Corporate Participant
Dev C. Ittycheria – President, CEO & Director
Michael J. Berry – Chief Financial Officer

Conference Call Participants

Aleksandr J. Zukin – Wolfe Research, LLC
Brad Robert Reback – Stifel, Nicolaus & Company, Incorporated, Research Division
Bradley Hartwell Sills – BofA Securities, Research Division
Ittai Kidron – Oppenheimer & Co. Inc., Research Division
Jason Noah Ader – William Blair & Company L.L.C., Research Division
Kasthuri Gopalan Rangan – Goldman Sachs Group, Inc., Research Division
Michael Joseph Cikos – Needham & Company, LLC, Research Division
Raimo Lenschow – Barclays Bank PLC, Research Division
Rishi Nitya Jaluria – RBC Capital Markets, Research Division
Sanjit Kumar Singh – Morgan Stanley, Research Division
Sitikantha Panigrahi – Mizuho Securities USA LLC, Research Division
Tyler Maverick Radke – Citigroup Inc., Research Division
Brian Denyeau – ICR Inc.

Operator

Good day, everyone, and welcome to MongoDB’s Second Quarter Fiscal Year 2026 Earnings Call. [Operator Instructions] Please note this conference is being recorded. Now it’s my pleasure to turn the call over to Brian Denyeau from ICR. Please go ahead.

Brian Denyeau

Thank you, Carmen. Good afternoon, and thank you for joining us today to review MongoDB’s second quarter fiscal 2026 financial results, which we announced in our press release issued after the close of the market today.

Joining me on the call today are Dev Ittycheria, President and CEO of MongoDB; Mike Berry, CFO of MongoDB; and Jess Lubert, MongoDB’s new Vice President of Investor Relations.

During this call, we will make forward-looking statements, including statements related to our market and future growth opportunities. Our opportunity to win new business, our expectations regarding Atlas consumption growth, the impact of non-Atlas business and multiyear license revenue, the long-term opportunity of AI, our financial guidance and



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