MDB vs NOW: AI Stock Comparison

MongoDB, Inc. vs ServiceNow, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$MDB
MongoDB, Inc.
Developer database (Atlas) used by AI app builders.
$NOW
ServiceNow, Inc.
Enterprise workflow platform with AI agents.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding80.6M
as of 2026-08-28 · 10-Q cover page · SEC filing
1.04B
as of 2026-09-30 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $771.8M
10-Q period ended 2026-07-31; +30% y/y · SEC filing
Gross margin 73.8%
Gross profit / revenue, same quarter · SEC filing
Operating income $28.4M
Same quarter; 4% operating margin · SEC filing
Revenue (latest quarter) $4.11B
10-Q period ended 2026-09-30; +21% y/y · SEC filing
Gross margin 70.5%
Gross profit / revenue, same quarter · SEC filing
Operating income $385.0M
Same quarter; 9% operating margin · SEC filing
Next earnings
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Oct 28, 2026
ServiceNow, Inc. reports quarterly results · source
Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.
Key risks
  • “We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.” — 10-K risk factor (filed 2026-03-11) · source
  • “In the past, we incurred significant amounts of debt and may in the future incur additional indebtedness. We may not have sufficient cash flow from our business to make payments on such…” — 10-K risk factor (filed 2026-03-11) · source
  • “Incorporating AI technology into our offerings may result in operational, legal, regulatory, ethical and other challenges.” — 10-K risk factor (filed 2026-01-29) · source
  • “Laws, regulations and customer expectations regarding the use, storage and movement of data may restrict our ability to continue to optimize our platform.” — 10-K risk factor (filed 2026-01-29) · source
AI angle

MongoDB's Atlas database adds vector search for AI applications; AI-native startups are a source of new workloads.

ServiceNow embeds generative AI and agents in IT, HR and customer workflows; AI-tier upsell is a growth lever on a large subscription base.

Full analysis: $MDB →Full analysis: $NOW →

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Deep dives: MDB next earnings & catalysts · NOW next earnings & catalysts · AI earnings this week