MongoDB, Inc. (MDB) Annual William Blair Growth Stock Conference Transcript

MongoDB, Inc. (NASDAQ:MDB) Annual William Blair Growth Stock Conference June 8, 2023 5:40 PM ET

Company Participants

Jason Ader - Equity Research Analyst, William Blair

Conference Call Participants

Michael Gordon - CFO & COO

Serge Tanjga - SVP Finance

Jason Ader

All right. Good afternoon, everyone. Thanks for joining us in our last session here. Jason Ader from William Blair. I'm pleased to introduce Michael Gordon, COO and CFO of MongoDB; and Serge Tanjga, SVP of Finance.

Before we begin, I'm required to inform you that a complete list of research disclosures or potential conflicts of interest is available on our website at williamblair.com. We're just going to do a fireside chat format.

Question-and-Answer Session

Q - Jason Ader

But let's start out, Michael, for those investors less familiar with MongoDB, could you give us a quick overview of the history of the company? What do you guys sell and who your customers are?

Michael Gordon

Sure, absolutely. First of all, thanks for having us. Great to be here. It's been a great day. Saw a number of you over the course of the day, so thanks for all the questions. Recognizing that it's a wide audience and a lot of generalists, everything else, maybe will just take a step back and just try to give a little bit of context for what we do.

So we provide enterprise software specifically, we have the leading developer data platform. What that's -- the core of that is a database. People understand the database market and understand that it's large, but there are a ton of pure-play database companies out there.

So maybe I'll talk a little bit about the market, just to put it in context for you. So this is one of the largest and most important markets within all of software. IDC's