MDB
Software - Infrastructure · Technology
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Matt Martino is recorded as Analyst at Goldman Sachs. Matt Martino has spoken on 12 earnings calls across 6 companies, most recently for Samsara Inc. on September 3, 2026. Those appearances were for MongoDB, Inc. (MDB), Samsara Inc. (IOT), Rubrik, Inc. (RBRK), Nutanix, Inc. (NTNX), Snowflake Inc. (SNOW) and 1 other company. The companies whose calls Matt Martino spoke on are classified in the Technology sector.
“Sanjeev, maybe for you, just waste intelligence and ground intelligence, they stand out to me because they monetize data generated by infrastructure that's already deployed.”
“CJ, for you, this is the second quarter you've highlighted strong momentum in Voyage customer and I think you made an interesting comment in the prepared remarks where a variety of Voyage customers are net new to MongoDB.”
“Maybe just to pin on the memory dynamic once more, you know, beyond managing your own margins and inventory, are you actually seeing weaker capitalized competitors pull back or stretch on price and lead times in a way that's opening deals for you?”
“Dippal, you've described a world where AI makes everything more dangerous, more data, more agents, more surface area to cover. If that's the arc, does cyber resilience become a bigger line item in the enterprise over the next couple of years?”
“CJ, maybe to start with you, the agentic conversation seems to have really shifted even over the past three months from proof of concept into real production deployments.”
Goldman Sachs
Analyst
Transcript header (unverified)
MDB
Software - Infrastructure · Technology
IOT
Software - Infrastructure · Technology
RBRK
Software - Infrastructure · Technology
NTNX
Software - Infrastructure · Technology
SNOW
Software - Application · Technology