cust.co / Compare / MongoDB vs Confluent

MongoDB vs Confluent - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in AI Infrastructure. Both at Public stage.

MongoDB leads by +7pp on latest NRR (121% vs 114%).

NRR over time

113%115%117%120%122% FY2025-Q3FY2025-Q4FY2026-Q1FY2026-Q2FY2026-Q3FY2026-Q4FY2027-Q1FY2025-Q1 NRR MongoDB Confluent MongoDB - FY2025-Q3: 120% MongoDB - FY2025-Q4: 119% MongoDB - FY2026-Q1: 119% MongoDB - FY2026-Q2: 119% MongoDB - FY2026-Q3: 120% MongoDB - FY2026-Q4: 121% MongoDB - FY2027-Q1: 121% Confluent - FY2025-Q1: 114%

MongoDB hit a higher all-time peak (121% in FY2026-Q4).

Stat-by-stat

Metric MongoDB Confluent
Latest NRR 121% 114%
All-time peak NRR 121% 114%
All-time low NRR 119% 114%
QoQ change +0pp -
YoY change +2pp -
3-year change - -
Disclosures tracked 7 1

Customer cohorts

MetricMongoDBConfluent
Total customers 67,700 6,140
Over $100K ARR 2,895 1,412
Over $1M ARR 402 -
Top-10 concentration - -
Average ACV - -
US revenue mix 60% 58%

Commercial structure

MetricMongoDBConfluent
Total RPO $1.5B $1.0B
Current RPO (12mo) - $620M
Multi-year contracts - -
Avg contract length - -
Subscription rev mix 75% 96%
New customers added 2,500 -

Post-sales motion

MetricMongoDBConfluent
CS team size - -
Customers per CSM - -
Pricing model consumption hybrid
Renewal cadence multi-year annual
CSM coverage model hybrid -
Top customer exec Erica Volini -

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