MongoDB, Inc. (MDB) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 1:10 PM EDT
Company Participants
Chirantan Desai – President, CEO & Director
Michael Berry – CFO & Principal Financial Officer
Benjamin Cefalo – Chief Product Officer of Core Products
Conference Call Participants
Matthew Martino – Goldman Sachs Group, Inc., Research Division
Presentation
Matthew Martino
Goldman Sachs Group, Inc., Research Division
All right. CJ, let’s start with you. You’ve now had nearly a year in the role, hundreds of customer conversations. What’s become clear to you about the role MongoDB can play? And how does that change your ambition for the company?
Chirantan Desai
President, CEO & Director
Absolutely. First, it’s great to be here. Thanks for inviting us. I would say, yes, on an average, the customer meetings I do tend to be around 10 to 12 a week and really trying to understand how do customers see us today and where do they see us in the future, right? And this is across AI natives, digital natives or Fortune 500 or Global 2000. The biggest learning I had is that we are definitely seen as a very modern database that can scale significantly for massive workloads, right? So to give an example, one of the Fortune 100 firms in North America told me that after they moved multiple of their workloads on MongoDB, they have now created us as a standard that any new application unless proven otherwise should be on MongoDB, okay, which is a massive thing in a highly competitive database world, as you know.
So one is that it is the most modern database. It is the right data platform when you think about creating AI workloads that are real time. It seems like it is a great technology or a great foundation. So that’s my learning