MongoDB, Inc. (MDB) Q2 2027 Earnings Call Transcript

MongoDB, Inc. (MDB) Q2 2027 Earnings Call September 1, 2026 5:00 PM EDT Company Participants Jess Lubert - Vice President of Investor Relations Chirantan Desai - President, CEO & Director Michael Berry - CFO & Principal Financial Officer Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Aleksandr Zukin - Wolfe Research, LLC Matthew Martino - Goldman Sachs Group, Inc., Research Division Karl Keirstead - UBS Investment Bank, Research Division Sanjit Singh - Morgan Stanley, Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division S. Kirk Materne - Evercore ISI Institutional Equities, Research Division Tyler Radke - Citigroup Inc., Research Division Koji Ikeda - BofA Securities, Research Division Presentation Operator Hello, and welcome to MongoDB's Second Quarter Fiscal '27 Earnings Call. [Operator Instructions] I would now like to hand the conference over to Jess Lubert, Vice President of Investor Relations. You may begin. Jess Lubert Vice President of Investor Relations Thank you, operator. Good afternoon, and thank you for joining us today to review MongoDB's Second Quarter Fiscal 2027 Financial Results, which we announced in our press release issued after the close of market today. Joining me on the call today are CJ Desai, President and CEO of MongoDB; and Mike Berry, CFO of MongoDB. 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 assumption growth, the impact of EA and other business and multiyear license revenue and the long-term opportunity of AI, our financial guidance and underlying assumptions, including expectations regarding profitability and operating margin and our investments in growth opportunities in AI. These statements are subject to a variety of risks and uncertainties, including the results of operations and financial conditions that could cause actual results to differ materially from our expectations. For a discussion