MongoDB used its 2026 Investor Day to replace last year's three-to-five-year model with a three-year one: total revenue growth of 20%-plus, Atlas revenue growth in the mid-20s percent, EA & Other ARR growth of 10%-plus and GAAP profitability from fiscal 2027. The board approved another $1 billion of buybacks. Three products were launched, and Dev Ittycheria, back as interim CEO after CJ Desai's resignation, said the company needs no fixing.
Investor days