Lemkin's assessment of MongoDB's performance shifted from signs of recovery to worsening conditions over ten months, reflecting changing market realities and new earnings reports.
THEN · Aug 11, 2023
0:00 / 0:06exact quote · 6.2s
NOW · Jun 3, 2024
0:00 / 0:14exact quote · 14.4s
“when I look at what Atlassian is saying, like, they're bouncing off the bottom, and Mongo's bouncing off the bottom, and other folks are seeing things improve.”
“Yamini got on the last call a couple of weeks ago and said, yeah, we saw a little bounce at the end of the year and HubSpot had a great quarter, but it's not any easier. She said, it's not one lick easier right now. So HubSpot, not any easier Mongo worse. Salesforce worse, Workday worse”