MongoDBreason 02 of 4it is wired into how the customer already worksderived 2026-09-08accession 0001628280-26-059830
MongoDB's 800+ million downloads and free-tier strategy creates a structural funnel that competitors cannot replicate without similar developer community investment spanning 15+ years. Developer familiarity with MongoDB's document-based architecture creates switching costs before any commercial relationship begins, as applications are built on MongoDB's data model.
the thesis · admitted · the reason above is the thesis, not printed twice
no findingread · nothing bore on it
It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedfive sentences · whole, uncut
the claims it rests on
“Our platform has been downloaded from our website more than 800 million times since February 2009”
“We also offer a free tier of Atlas, which provides access to our hosted database solution with limited processing power and storage”
“A core component of our growth strategy for Atlas and MongoDB Enterprise Advanced is to convert developers and their organizations who are already using Community Server or the free tier of Atlas to become customers of our commercial products”
“As of July 31, 2026, we had over 70,600 customers across a wide range of industries and in over 100 countries, compared to over 59,900 customers as of July 31, 2025”
what it was checked against
developer familiarity from free offerings
“As a result, with the availability of both Community Server and Atlas free tier offerings, our direct sales prospects are often familiar with our platform and may have already built applications using our technology.”