2025 Investor Day

MongoDB
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · WhyLoop · Golden Circle
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summarize
Open slide detailBeat · WhyLoop · Golden Circle
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size_opportunity
Open slide detailBeat · WhyLoop · Golden Circle
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summarize
Open slide detailBeat · WhyLoop · Golden Circle
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transition
Open slide detailBeat · WhyLoop · Golden Circle
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The slide is set up as a comparison table but currently only shows the 1.0 column.summarize
Open slide detailLoop · Golden Circle
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The slide title mentions 3.0, but the table columns are labeled 1.0 and 2.0.compare_options
Open slide detailLoop · Golden Circle
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The slide uses a maturity model structure to show company evolution.summarize
Open slide detailLoop · Golden Circle
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The slide uses a table structure to show evolution over time, highlighting the 'Document Model' as the central theme.summarize
Open slide detailLoop · Golden Circle
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The slide uses a vertical timeline-like connector to link the icon to the list of benefits.summarize
Open slide detailLoop · Golden Circle
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present_solution
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Includes a list of logos of companies using MongoDB for AI, and a footnote defining the AI workload criteria.quantify_impact
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summarize
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frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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transition
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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The slide uses a timeline framework to frame historical competitive threats as milestones of success.illustrate_case
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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transition
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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The background shows a complex, faded entity-relationship diagram to visually represent the 'brittleness' and complexity of relational databases.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
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The slide uses a visual contrast between a single brand logo and a stack of four distinct technology logos to imply complexity vs simplicity.compare_options
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Capabilities defined as vector search, text search, online archive, time series, atlas data federation.quantify_impact
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present_solution
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summarize
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Includes date, presenter name, title, and company logo.front_matter
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summarize
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transition
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present_framework
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summarize
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front_matter
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GA October 2024quantify_impact
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The background contains faint, partially obscured text '56% 59% 200%' which appears to be design elements or legacy data.quantify_impact
35
The slide uses a dark background with a grid of four rounded-rectangle containers for company logos.illustrate_case
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front_matter
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The slide uses a vertical timeline-like visual to categorize query types, highlighting 'Prefix, Suffix and Substring' as a new feature.present_solution
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illustrate_case
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transition
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The slide uses a simple visual metaphor of server size and cost to explain vertical scaling.present_framework
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The slide uses a simple diagrammatic approach to contrast infrastructure scaling strategies.compare_options
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The slide uses a contrast-based argument to position MongoDB as superior to Postgres regarding scalability.compare_options
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transition
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The slide uses a map-based visualization to show connectivity between different cloud providers and local infrastructure.present_solution
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The slide uses a map-based visualization to illustrate multi-cloud connectivity.present_solution
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summarize
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The slide uses a checkmark/cross/question mark system to visually demonstrate MongoDB's superiority.compare_options
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The slide uses an acronym-based design where the first letters of the title are highlighted in green.front_matter
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The slide uses an acronym-based branding (AMP) for the platform name.front_matter
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The slide uses a minimalist design with a vertical connector line between two bullet points.establish_context
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The slide uses a vertical timeline-like connector to link the three key points.summarize
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The slide uses a linear process flow represented by icons and labels.present_solution
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The diagram shows a dependency graph of code functions and procedures.diagnose
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The slide features a visual representation of a workflow or process diagram on the right side.present_solution
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illustrate_case
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illustrate_case
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Investor Day presentation slide.illustrate_case
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transition
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front_matter
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transition
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frame_problem
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frame_problem
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frame_problem
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transition
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The slide uses a side-by-side comparison layout to highlight the gap between requirements and reality.frame_problem
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present_solution
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The slide uses a custom legend to define the relationship between use cases and technical components.present_framework
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The diagram depicts a RAG (Retrieval-Augmented Generation) or similar AI pipeline architecture.present_framework
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The slide illustrates a RAG (Retrieval-Augmented Generation) architecture centered around MongoDB.present_solution
70
The slide uses a vertical timeline-like connector to link the left-side technical components to the right-side business/product highlights.summarize
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Likely a client list or partner slide.other
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The slide uses a side-by-side comparison layout to highlight the gap between desired outcomes and current obstacles.frame_problem
73
The slide uses a simple linear process flow to explain the concept of embedding models.present_framework
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The diagram uses a simple process flow to show input scores (0.7, 0.8, 0.9) being reordered to (0.9, 0.8, 0.7).present_framework
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present_solution
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The slide uses a minimalist design with icons representing technical components and their corresponding business benefits.present_solution
77
The slide uses a two-column layout to contrast 'Need' and 'Challenge'.frame_problem
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The chart uses a wave pattern to represent the increasing frequency of change over time.establish_context
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summarize
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The slide uses a simple additive visual structure to represent the core value proposition.summarize
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compare_options
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illustrate_case
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transition
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front_matter
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The slide uses visual examples of a user-facing sign-up flow and a developer-facing database dashboard to represent PLG.establish_context
86
Note: Q2 FY26 net additions includes 300 customers added as a result of the Voyage acquisition.quantify_impact
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quantify_impact
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The slide uses a funnel metaphor to represent the customer journey. The MongoDB leaf logo is used as a visual anchor for the 'Selection' and 'Default Choice' stpresent_framework
89
The slide uses a circular flywheel model to represent compounding growth.present_framework
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The slide uses a circular flow diagram to represent the acquisition strategy centered around MongoDB Atlas.present_solution
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The slide uses a circular flywheel-style diagram to represent a continuous improvement loop.present_framework
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The slide uses a circular flywheel diagram to represent a continuous sales process.present_framework
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illustrate_case
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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front_matter
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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The slide uses upward-pointing arrows to visually emphasize the positive change in guidance.quantify_impact
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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size_opportunity
Open slide detailBeat · Impact & Next Steps
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The chart visually emphasizes the large addressable market relative to the current share.size_opportunity
Open slide detailBeat · Impact & Next Steps
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The chart uses arrows on the bars for 2026-2028 to emphasize growth.size_opportunity
Open slide detailBeat · Impact & Next Steps
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size_opportunity
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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The chart uses a stacked bar format to distinguish between Atlas and Non-Atlas & Services revenue, with a trend line indicating ~3x growth.quantify_impact
Open slide detailBeat · Impact & Next Steps
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The chart uses horizontal dashed lines to compare average growth across different fiscal years/periods.summarize
Open slide detailBeat · Impact & Next Steps
108
quantify_impact
Open slide detailBeat · Impact & Next Steps
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The slide highlights the strategic importance of 'run-anywhere' capabilities for regulated industries.quantify_impact
Open slide detailBeat · Impact & Next Steps
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The chart displays a declining trend in growth rates over the observed period, with an average line indicated.analyze_data
Open slide detailBeat · Impact & Next Steps
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quantify_impact
Open slide detailBeat · Impact & Next Steps
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The slide uses a bar chart to visualize cohort expansion, highlighting a ~2x growth factor.quantify_impact
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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quantify_impact
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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present_solution
Open slide detailBeat · Impact & Next Steps
118
The slide uses a simple list format with a visual separator to group the five items.prioritize
Open slide detailBeat · Impact & Next Steps
119
transition
Open slide detailBeat · Impact & Next Steps
120
The chart shows a combination of bar charts for cash flow and a line chart for conversion percentages.analyze_data
Open slide detailBeat · Impact & Next Steps
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The chart combines a bar chart for shares outstanding and a line chart for SBC % of revenue.quantify_impact
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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The slide uses a three-column layout to present key financial KPIs.summarize
Open slide detailBeat · Impact & Next Steps
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The slide uses a timeline-like visual to anchor the financial targets to a 3-5 year period.summarize
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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The slide uses a horizontal line with five nodes to represent a sequence or list of growth drivers.summarize
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
133
The slide uses a vertical timeline-style list to present four core pillars of the company's winning strategy.summarize
Open slide detailBeat · Impact & Next Steps
134
appendix
Open slide detailBeat · Impact & Next Steps
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other
Open slide detailBeat · Impact & Next Steps
136
summarize
Open slide detailBeat · Impact & Next Steps
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Contains three distinct reconciliation tables: Gross Profit, Operating Income, and Free Cash Flow.analyze_data
Open slide detailBeat · Impact & Next Steps