MongoDB's land-and-expand model generates durable revenue growth from existing customers expanding usage across departments and new applications, evidenced by 122% net ARR expansion. The $100K+ customer cohort growing 17% indicates enterprise adoption is deepening, with larger accounts driving disproportionate revenue contribution.
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 checkedthree sentences · whole, uncut
the claims it rests on · in our words, not the filing’s