MongoDB vs Supabase

10-Q Financial Filing Analysis for MongoDB (2026-09-01)

MongoDB, Inc. reported its financial results for the second quarter of fiscal 2027 ended July 31, 2026, demonstrating continued top-line acceleration and an operational pivot to GAAP profitability. Total revenue grew 30.5% year-over-year to $771.8 million, driven by strong usage growth in MongoDB Atlas, which reached $565.9 million and represented 73% of quarterly revenue. The company generated operating income of $28.4 million and net income of $40.9 million, compared to a net loss of $47.0 million in the prior-year period, supported by gross margin expansion to 73.8% and operational leverage across operating expense lines. For the first six months of fiscal 2027, total revenue reached $1.46 billion, generating $343.5 million in operating cash flows. The company maintained a strong liquidity profile with $2.41 billion in cash, cash equivalents, and short-term investments, while repurchasing $200.0 million in common stock under its authorized $1.0 billion share repurchase plan.

• Q2 FY2027 total revenue increased 30.5% year-over-year to $771.8 million, with subscription revenue reaching $747.1 million and Atlas DBaaS contributing $565.9 million (73% of total revenue).
• MongoDB swung to GAAP profitability, delivering operating income of $28.4 million and diluted net income per share of $0.50, compared to an operating loss of $65.3 million and net loss per share of $0.58 in Q2 FY2026.
• Customer count expanded to over 70,600 (with over 69,300 on Atlas) and customers generating $100,000+ in ARR rose to 2,999, underpinning a net ARR expansion rate of 122%.

8-K Financial Filing Analysis for MongoDB (2026-10-15)

MongoDB, Inc. entered into an executive employment agreement with Dev Ittycheria following his appointment as Interim President and Chief Executive Officer, effective September 28, 2026. The contract provides an annual base salary of $500,000, a $500,000 one-time sign-on cash bonus, a 70% target cash bonus ($350,000), and a $15,000,000 restricted stock unit (RSU) grant vesting quarterly through October 1, 2027. Additionally, Ittycheria agreed to remain in service for at least 12 months after a permanent CEO is appointed and not terminate before April 1, 2028. Concurrently, MongoDB granted Chief Financial Officer Michael Berry a one-time retention RSU package valued at $10,000,000, vesting in three equal installments through April 1, 2028, ensuring executive continuity amid leadership transition.

• Dev Ittycheria's interim CEO compensation includes a $500,000 base salary, a $500,000 cash sign-on bonus, a $350,000 target bonus, and $15,000,000 in RSUs vesting quarterly through October 1, 2027.
• Ittycheria agreed to provide continuous service for at least 12 months following a permanent CEO's start date, terminating no earlier than April 1, 2028.
• CFO Michael Berry received a $10,000,000 retention RSU grant vesting across three equal tranches on April 1, 2027, October 1, 2027, and April 1, 2028.

Meta may abandon cloud business for Muse AI agent

Meta Platforms may be forgoing billions in potential cloud revenue as it prioritizes its AI agent Muse. Wells Fargo analysts removed 500 megawatts of expected capacity resales from 2027 estimates, roughly $5 billion in high-margin revenue, due to Muse's early success. The firm raised its price target on Meta to $1,000 from $796, implying nearly 35% upside. Meta launched Muse on Sept. 8, allowing users to delegate tasks like email and travel booking. The company also launched Muse for Small Business and established the Meta Enterprise Platform, hiring MongoDB CEO CJ Desai to run it. Wells Fargo views 2027 as a potential trough with operating expenses around $212 billion, expecting AI revenue to contribute meaningfully in 2028. Meta's advertising engine provides flexibility to invest long-term.

• Wells Fargo removed 500 megawatts of expected capacity resales from 2027 estimates, citing Muse's success.
• Wells Fargo raised Meta's price target to $1,000 from $796, implying nearly 35% upside.
• Meta launched Muse on Sept. 8, allowing users to delegate tasks like email and travel booking.

Supabase is acquiring Turso

Supabase is acquiring Turso, a serverless SQLite database company, announced on October 2, 2026.

Supabase data exposure: 16,000 databases leaking personal data

Cybersecurity firm UpGuard has discovered that approximately 16,000 databases hosted by Supabase, a popular development platform for AI vibe-coded apps, are exposing sensitive personal data to the public web. The exposed data includes names, addresses, phone numbers, and passwords, some of which are linked to sensitive projects like an Indian adult streaming site, a U.S. valet service, an immigration service, and even an African consulate. While Supabase, which recently reached a $10 billion valuation, has made security improvements, its CISO Bil Harmer emphasized that security is a shared responsibility and that projects are 'secure by default'. The findings highlight the growing risk of data breaches due to misconfigured AI-generated applications, as the ease of building apps with AI tools often leads to security flaws.

• UpGuard found around 16,000 Supabase-hosted databases exposing personal data.
• Exposed data includes names, addresses, phone numbers, and passwords.
• Supabase reached a $10 billion valuation earlier in 2026.

Supabase is now available in Gemini Enterprise

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