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    Theodor Thun • Morgan Stanley

    Theodor Thun's questions to MongoDB Inc (MDB) leadership

    Theodor Thun's questions to MongoDB Inc (MDB) leadership • Q4 2025

    Question

    Theodor Thun, on for Sanjit Singh, asked for the specific reasons behind the Voyage AI acquisition and what new capabilities it provides. He also questioned what changed in the last 90 days to prompt incremental investments beyond the previously discussed reallocations.

    Answer

    CEO Dev Ittycheria stated that Voyage AI was acquired to solve the critical issue of AI 'hallucinations' by providing top-rated embedding and reranking models, thereby increasing the trustworthiness of AI applications. CFO Serge Tanjga clarified that the plan was always to invest aggressively to capture the 'once-in-a-lifetime' AI opportunity, and the company's strong margin track record provides the confidence to do so.

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    Theodor Thun's questions to Couchbase Inc (BASE) leadership

    Theodor Thun's questions to Couchbase Inc (BASE) leadership • Q3 2025

    Question

    Theodor Thun, on for Sanjit Singh, asked about the key differentiators of Couchbase's new AI Services and vector search, and which use cases are showing early adoption. He also sought to qualify the Q4 net new ARR mix between precontracted ARR and the renewal pool, and whether potential Q1 pull-ins are included in the guidance.

    Answer

    CEO Matthew Cain highlighted the platform's holistic approach as a key differentiator, combining operational/analytical capabilities, cloud-to-edge architecture, and native JSON support, all enhanced by the new AI services. CFO Gregory Henry clarified that the Q4 forecast layers the 'several million' in precontracted ARR on top of the standard forecast built from renewals and new business. He confirmed a minimal amount of potential Q1 pull-ins is assumed in the guidance, as is typical, but more could materialize.

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