The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: I'm sure you will get very good returns on cash. My question was on Atlas. It looks like the adoption curve for Atlas is turning out to
be even more aggressively positive than one would have expected, given that it's cloud deployment. And if you can just compare
and contrast the kind of workloads that Atlas is able to take on relative to its life history versus the core MongoDB platform? And
what are the things that have surprised you with the adoption curve? And what does this mean for where this business could look
like in the next 3 to 4 years in terms of the scale and scope of customers you could take on had -- versus the stand-alone MongoDB
on-prem database server?
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Got it. So there's no limiting factor itself as it relates to Atlas as a platform, right, where you have everything that you get with
MongoDB plus more, the deployment flexibility and the ability to scale, so on. Is there a point where Atlas becomes even more
scalable, even more functionally replete than the core MongoDB platform?
Question: Karl Emil Keirstead - UBS Investment Bank, Research Division - Analyst
: I've got 2 Atlas-related questions. Dev, a lot of developers are building apps for Azure and GCP. I think we all understand that the
vast majority of Atlas revenues are on AWS. Could you give us a bit of a progress report maybe on the mix from Atlas on GCP and
Atlas on Azure?
Question: Karl Emil Keirstead - UBS Investment Bank, Research Division - Analyst
: Got it. That's helpful. And then maybe a second Atlas question. The Azure Cosmos DB vulnerability got a decent amount of attention
over the last couple of weeks. I'm just curious whether you sense any change in focus on cloud database security exposures and
how and if that's a differentiator for Atlas?
Question: Steven Richard Koenig - SMBC Nikko Securities America, Inc., Research Division - Analyst
: Okay. I'll just ask one question. So I remember back in the day at Oracle when interoperability and portability were big marketing
points for them. Now their applications have all been built and the marketing message isn't so important for them. But new applications
are being developed in the cloud with new databases like Mongo, yet -- database interoperability is great, multi-cloud is great, but
there's a lot of other past services that apps need to hook into besides database.
So can you give us more color on how real multi-cloud is today and the customer challenges associated with implementing it? And
I think the broader question is, long term, how do you stay ahead of the major cloud vendors who stand a very good chance of being
major forces in this market?
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