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MongoDB10-Q: Supplier concentration

MongoDB locked into non-cancelable, multi-year cloud capacity commitments

What happened

The company has significant financial commitments to third-party cloud providers, requiring payment regardless of actual usage.

Source

SEC EDGARSep 1, 2026

Quarterly report (Form 10-Q)

MongoDB 10-Q

Filing excerpt

we have entered into long-term contractual commitments, including non-cancelable multi-year capacity commitments with respect to cloud infrastructure services with certain third-party cloud providers, which require us to pay for such capacity irrespective of actual usage

sec.gov/Archives/edgar/data/1441816/000162828026059830/mdb-20260731.htmRead the full source

Other signals in this filing (6)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
07/31
Filed
Sep 1, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1441816
Accession number
0001628280-26-059830
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • cloud

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Sep 8, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/bd8a0d0c-188c-49a3-a437-47f76732ea99 returns this record as JSON. POST /v1/companies/enrich returns every signal for mongodb.com.

{
  "signal_id": "bd8a0d0c-188c-49a3-a437-47f76732ea99",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-09-08T07:03:53.044+00:00",
  "company": {
    "name": "MongoDB",
    "domain": "mongodb.com"
  },
  "data": {
    "detail": "The company has significant financial commitments to third-party cloud providers, requiring payment regardless of actual usage. This creates pressure to maximize cloud resource utilization and manage a concentrated supplier risk, opening opportunities for cost optimization and multi-cloud management solutions.",
    "summary": "MongoDB locked into non-cancelable, multi-year cloud capacity commitments",
    "excerpts": "we have entered into long-term contractual commitments, including non-cancelable multi-year capacity commitments with respect to cloud infrastructure services with certain third-party cloud providers, which require us to pay for such capacity irrespective of actual usage",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1441816/000162828026059830/mdb-20260731.htm",
    "filing_date": "2026-09-01",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "07/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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