MongoDB Inc at DA Davidson Technology & Consumer Conference Transcript

Jun 11, 2026 / 01:45PM GMT
Release Date Price: MXN5870.67
Rudy Kessinger
DA Davidson & Co - Analyst

Okay. Great. Thanks, everyone, for joining us. For those of you who don't know me, I'm Rudy Kessinger. I cover security and infrastructure software at DA Davidson. With me today, CFO of MongoDB, Mike Berry.

Mike, thank you for joining us.

Michael Berry
MongoDB Inc - Chief Financial Officer

Thanks for having us, Rudy.

Questions & Answers

Rudy Kessinger
DA Davidson & Co - Analyst

Yes, for sure. We'll make best use of the time, jump right into it. Mike, I think the biggest debate and topic that I talk about with investors is just, is MongoDB an AI winner? And if so, what does that look like? When do they start maybe to see material benefit? How are they positioned, et cetera? So let's start there. Mongo, what's it look like ahead for you guys with AI?

Michael Berry
MongoDB Inc - Chief Financial Officer

Yes. Thanks for the question. Look, we certainly view ourselves as an AI winner, and we've started

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