MDB · 10-K filed 11 Mar 2026 · year to 31 Jan 2026

MongoDB

24 named things its latest annual report says its results depend on, each in the company's own words. 20 of them are also named by other companies we've read.

Read the filing on SEC.gov ↗

Suppliers

Amazon Web Services (AWS)

depends onnamed as a risk

We outsource substantially all of the infrastructure relating to Atlas across AWS, Microsoft Azure and GCP to host our cloud offering.Risk factors (Item 1A)

Also named by AAON, ABNB, ADSK, AIOT, BLK, CARR, CG, COF and 56 more

Microsoft Azure

depends onnamed as a risk

We outsource substantially all of the infrastructure relating to Atlas across AWS, Microsoft Azure and GCP to host our cloud offering.Risk factors (Item 1A)

Also named by AIOT, AKAM, BLK, DDOG, DOCN, DOCU, EXTR, FFIV and 14 more

Google Cloud Platform (GCP)

depends onnamed as a risk

We outsource substantially all of the infrastructure relating to Atlas across AWS, Microsoft Azure and GCP to host our cloud offering.Risk factors (Item 1A)

Also named by CRWV, DDOG, DOCN, EXTR, FFIV, INTU, MELI, OSCR and 5 more

Partners and platforms

Alibaba Cloud

depends on

We have expanded our global partner ecosystem with Alibaba Cloud and Tencent Cloud to offer an authorized MongoDB-as-a-Service solution in China, allowing their customers to easily adopt and consume our hosted solution.Business (Item 1)

Also named by CSGP

Tencent Cloud

depends on

In addition, we expanded our reach in China in February 2021 when we announced a global partnership with Tencent Cloud that allows customers to easily adopt and use MongoDB-as-a-Service across Tencent’s global cloud infrastructure.Risk factors (Item 1A)

Other companies

Voyage AI

In February 2025, we acquired all outstanding shares of Voyage AI Innovations, Inc. (“Voyage AI”).Business (Item 1)

Competitors

Amazon Web Services (AWS)

competes withnamed as a risk

We also compete with public cloud providers such as Amazon Web Services (“AWS”), Google Cloud Platform (“GCP”) and Microsoft Azure that offer database functionality and with smaller, emerging database software providers.Risk factors (Item 1A)

Also named by AAON, ABNB, ADSK, AIOT, BLK, CARR, CG, COF and 56 more

Microsoft

competes withnamed as a risk

We primarily compete with established legacy database software providers such as IBM, Microsoft, Oracle and other similar companies.Risk factors (Item 1A)

Also named by AAOI, AAON, AES, AJG, AMD, BLK, CDW, CEG and 13 more

Oracle

competes withnamed as a risk

We primarily compete with established legacy database software providers such as IBM, Microsoft, Oracle and other similar companies.Risk factors (Item 1A)

Also named by AAOI, CRWV, IBM, NOW, PTC, RMNI

IBM

competes withnamed as a risk

We primarily compete with established legacy database software providers such as IBM, Microsoft, Oracle and other similar companies.Risk factors (Item 1A)

Also named by DDOG, IONQ, P, PTC, QBTS, RBRK

Places

International (outside United States)

earns from · 46%named as a risk

In the fiscal years ended January 31, 2026, 2025 and 2024, total revenue generated from customers outside the United States was 46%, 46% and 46%, respectively, of our total revenue.Risk factors (Item 1A)

Also named by DDOG, MSI, OKTA, ROP, SNOW, TWLO

China

operates innamed as a risk

For instance, there is currently significant uncertainty about the future relationship between the United States and China with respect to trade policies, treaties, tariffs and taxes.Risk factors (Item 1A)

Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more

EMEA

operates innamed as a risk

differing labor regulations, especially in EMEA, where labor laws are generally more advantageous to employees as compared to the United States, including deemed hourly wage and overtime regulations in these locations;Risk factors (Item 1A)

Also named by EQIX, FDS, HLIO, UCTT

Commodities and inputs

Euro (EUR)

exposed to its pricenamed as a risk

Our sales contracts are primarily denominated in U.S. dollars, British pounds (“GBP”) or Euros (“EUR”).Market risk (Item 7A)

Also named by ABBV, ABNB, ABT, ADBE, ADI, AME, AMG, AMGN and 186 more

British pound (GBP)

exposed to its pricenamed as a risk

A portion of our operating expenses are incurred outside the United States and denominated in foreign currencies and are subject to fluctuations due to changes in foreign currency exchange rates, particularly changes in the GBP and EUR.Market risk (Item 7A)

Also named by ABBV, ADBE, AJG, AME, AMP, APA, BF/B, BRO and 39 more

Laws and programs

General Data Protection Regulation (GDPR)

subject tonamed as a risk

Since we act as a data processor for our Atlas customers, we have taken steps to cause our processes to be compliant with applicable portions of the GDPR, but because of the ambiguities in the GDPR and the evolving interpretation of the GDPR by data protection authorities, we cannot assure you that such steps are complete or effective.Risk factors (Item 1A)

Also named by A, AB, ABNB, ADBE, ADP, AGX, AIOT, AJG and 100 more

California Consumer Privacy Act (CCPA)

subject tonamed as a risk

The effects of the CCPA are potentially significant and may require us to modify our data collection or processing practices and policies and increase our compliance costs and potential liability with respect to personal information we collect about California residents.Risk factors (Item 1A)

Also named by AAP, AIOT, AKAM, ALL, APP, AYI, BAC, BBSI and 69 more

EU AI Act

subject tonamed as a risk

The EU AI Act prohibits certain uses of AI systems and places numerous obligations on providers and deployers of permitted AI systems, with heightened requirements based on AI systems that are general purpose, which we currently have, or considered high risk.Risk factors (Item 1A)

Also named by ACN, ADBE, AMD, AXON, CGNX, CRM, CRWD, CTSH and 36 more

EU-U.S. Data Privacy Framework

subject tonamed as a risk

We are currently self-certified under the EU-U.S. Data Privacy Framework, however such adequacy decision is likely to face challenge at the Court of Justice of the European Union.Risk factors (Item 1A)

Also named by ADBE, APP, CRM, CRWD, DDOG, DOCN, GTLB, IDXX and 12 more

EU Digital Operational Resilience Act (DORA)

subject tonamed as a risk

We have taken steps to ensure our contracts with EU financial sector customers are DORA-compliant, however we cannot assure you that such steps are complete or effective.Risk factors (Item 1A)

Also named by BKNG, BLK, CRM, CRWD, DDOG, EQIX, FDS, MCO and 3 more

U.S. export controls (encryption)

subject tonamed as a risk

These encryption offerings and the underlying technology may be exported outside of the United States only with the required export authorizations, including by license.Risk factors (Item 1A)

Also named by ADI, DD, FLS, FTNT, HPE, NVT, PANW, Q and 1 more

EU NIS2 Directive

subject tonamed as a risk

Among other things, NIS2 requires companies providing essential and digital services across key sectors in the EU economy, including cloud services providers, to adopt or update policies and procedures on issues such as incident handling and supply chain security.Risk factors (Item 1A)

Also named by CGNX, DDOG, GDDY, SNOW

Server Side Public License (SSPL)

named as a risk

It is possible that a court could hold the SSPL or AGPL to be unenforceable.Risk factors (Item 1A)

GNU Affero General Public License (AGPL)

named as a risk

The versions of Community Server released prior to October 16, 2018 are licensed under the AGPL.Risk factors (Item 1A)