{"id":2575,"date":"2023-09-09T20:46:43","date_gmt":"2023-09-09T11:46:43","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2575"},"modified":"2023-09-09T20:47:09","modified_gmt":"2023-09-09T11:47:09","slug":"%e3%83%a2%e3%83%b3%e3%82%b4db-mdb2024%e5%b9%b4%e7%ac%ac2%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2575","title":{"rendered":"\u30e2\u30f3\u30b4DB (MDB)2024\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30e2\u30f3\u30b4DB (MDB)2024\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u826f\u3044\u6c7a\u7b97\u3067\u682a\u4fa1\u3082\u597d\u8abf\u3067\u3059\u3002\u4eca\u306f\u505c\u6ede\u3057\u3066\u307e\u3059\u304c\u5e74\u672b\u306b\u5411\u3051\u3066\u4e0a\u304c\u3063\u3066\u884c\u304f\u3088\u3046\u306a\u6c17\u304c\u3057\u307e\u3059\u3002<\/p>\n<div id=\"attachment_2577\" style=\"width: 1452px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2577\" class=\"wp-image-2577 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/09\/MDB_2023-09-09_20-42-34.png\" alt=\"\u30e2\u30f3\u30b4DB (MDB)\u682a\u4fa1\" width=\"1442\" height=\"807\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/09\/MDB_2023-09-09_20-42-34.png 1442w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/09\/MDB_2023-09-09_20-42-34-300x168.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/09\/MDB_2023-09-09_20-42-34-1024x573.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/09\/MDB_2023-09-09_20-42-34-768x430.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/09\/MDB_2023-09-09_20-42-34-940x526.png 940w\" sizes=\"auto, (max-width: 1442px) 100vw, 1442px\" \/><p id=\"caption-attachment-2577\" class=\"wp-caption-text\">\u30e2\u30f3\u30b4DB (MDB)\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30e2\u30f3\u30b4DB (MDB)2024\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nBrian Denyeau &#8212; Investor Relations<br \/>\nDev Ittycheria &#8212; President and Chief Executive Officer<br \/>\nMichael Gordon &#8212; Chief Financial Officer and Chief Operating Officer<br \/>\nRaimo Lenschow &#8212; Barclays &#8212; Analyst<br \/>\nKeith Weiss &#8212; Morgan Stanley &#8212; Analyst<br \/>\nKash Rangan &#8212; Goldman Sachs &#8212; Analyst<br \/>\nBrad Reback &#8212; Stifel Financial Corp. &#8212; Analyst<br \/>\nKarl Keirstead &#8212; UBS &#8212; Analyst<br \/>\nRichard Poland &#8212; RBC Capital Markets &#8212; Analyst<br \/>\nBrent Bracelin &#8212; Piper Sandler &#8212; Analyst<br \/>\nJason Ader &#8212; William Blair and Company &#8212; Analyst<br \/>\nTyler Radke &#8212; Citi &#8212; Analyst<br \/>\nUnknown speaker<br \/>\nMichael Turits &#8212; KeyBanc Capital Markets &#8212; Analyst<br \/>\nMike Cikos &#8212; Needham and Company &#8212; Analyst<br \/>\nMore MDB analysis<\/p>\n<p>2023\u5e748\u670831\u65e5\u5348\u5f8c5\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002\u304a\u5f85\u305f\u305b\u3044\u305f\u3057\u307e\u3057\u305f\u3002MongoDB\u306e2024\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u96fb\u8a71\u4f1a\u8b70\u306b\u3088\u3046\u3053\u305d\u3002\u73fe\u5728\u3001\u53c2\u52a0\u8005\u306e\u7686\u69d8\u306f\u30ea\u30b9\u30cb\u30f3\u30b0\u30fb\u30aa\u30f3\u30ea\u30fc\u3068\u306a\u3063\u3066\u304a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u5f8c\u3001\u8cea\u7591\u5fdc\u7b54\u304c\u3042\u308a\u307e\u3059\u3002[\u672c\u65e5\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u306f\u9332\u97f3\u3055\u308c\u3066\u304a\u308a\u307e\u3059\u306e\u3067\u3001\u3054\u4e86\u627f\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u3067\u306f\u3001\u672c\u65e5\u306e\u8b1b\u6f14\u8005\u3001\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30c7\u30cb\u30e8\u6c0f\u306b\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\u3069\u3046\u305e\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002\u3069\u3046\u305e\u3002<\/p>\n<p>\u30d6\u30e9\u30a4\u30a2\u30f3\u30fb\u30c7\u30cb\u30e8\u30fc\u30fb\u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30ec\u30d0\u3002\u672c\u65e5\u306fMongoDB\u306e2024\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u3092\u3054\u5831\u544a\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u306f\u3001MongoDB\u306e\u793e\u9577\u517cCEO\u306eDev Ittycheria\u3068\u3001MongoDB\u306eCOO\u517cCFO\u306eMichael Gordon\u304c\u53c2\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u5f53\u793e\u306e\u5e02\u5834\u3084\u5c06\u6765\u306e\u6210\u9577\u6a5f\u4f1a\u3001\u88fd\u54c1\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u5229\u70b9\u3001\u7af6\u5408\u72b6\u6cc1\u3001\u9867\u5ba2\u884c\u52d5\u3001\u8ca1\u52d9\u30ac\u30a4\u30c0\u30f3\u30b9\u3001\u8a08\u753b\u4e2d\u306e\u6295\u8cc7\u306a\u3069\u3001\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u884c\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u8a18\u8ff0\u306f\u3001\u7d4c\u55b6\u7d50\u679c\u3084\u8ca1\u52d9\u72b6\u6cc1\u3092\u542b\u3080\u3055\u307e\u3056\u307e\u306a\u30ea\u30b9\u30af\u3084\u4e0d\u78ba\u5b9f\u6027\u306e\u5f71\u97ff\u3092\u53d7\u3051\u308b\u305f\u3081\u3001\u5b9f\u969b\u306e\u7d50\u679c\u304c\u5f53\u793e\u306e\u4e88\u60f3\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5f53\u793e\u306e\u5b9f\u969b\u306e\u696d\u7e3e\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3059\u53ef\u80fd\u6027\u306e\u3042\u308b\u91cd\u8981\u306a\u30ea\u30b9\u30af\u304a\u3088\u3073\u4e0d\u78ba\u5b9f\u6027\u306b\u3064\u3044\u3066\u306f\u30012023\u5e746\u67082\u65e5\u306bSEC\u306b\u63d0\u51fa\u3055\u308c\u305f2023\u5e744\u670830\u65e5\u306b\u7d42\u4e86\u3059\u308b\u56db\u534a\u671f\u306b\u95a2\u3059\u308bForm 10-Q\u306e\u56db\u534a\u671f\u5831\u544a\u66f8\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u30ea\u30b9\u30af\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002\u96fb\u8a71\u4f1a\u8b70\u306b\u304a\u3051\u308b\u5c06\u6765\u306e\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306f\u3059\u3079\u3066\u3001\u672c\u65e5\u73fe\u5728\u306e\u5f53\u793e\u306e\u898b\u89e3\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u6cd5\u5f8b\u3067\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u3092\u9664\u304d\u3001\u5f53\u793e\u306f\u3053\u308c\u3089\u3092\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002\u3055\u3089\u306b\u3001\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u306b\u3064\u3044\u3066\u3082\u8aac\u660e\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6307\u6a19\u3068\u6700\u3082\u76f4\u63a5\u7684\u306b\u6bd4\u8f03\u53ef\u80fd\u306aGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u3068\u306e\u8abf\u6574\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30da\u30fc\u30b8\u306b\u3042\u308b\u6c7a\u7b97\u767a\u8868\u306e\u8868\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30c7\u30f4\u306b\u96fb\u8a71\u3092\u79fb\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c7\u30d6\u30fb\u30a4\u30c6\u30a3\u30c1\u30a7\u30ea\u30a2 &#8212; 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MongoDB Atlas \u306b\u79fb\u884c\u3057\u3066\u4ee5\u6765\u3001Ford \u306f\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c 50% \u5411\u4e0a\u3057\u3001\u8aad\u307f\u53d6\u308a\/\u66f8\u304d\u8fbc\u307f\u6642\u9593\u304c\u77ed\u7e2e\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n<p>\u30ad\u30e3\u30bb\u30a4\u30d1\u30b7\u30d5\u30a3\u30c3\u30af\u822a\u7a7a\u3001Foot Locker\u3001Market 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73\uff05\u304b\u3089\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u5f53\u56db\u534a\u671f\u306fEA\u304a\u3088\u3073\u30e9\u30a4\u30bb\u30f3\u30b9\u53ce\u5165\u304c\u975e\u5e38\u306b\u9ad8\u3044\u5229\u76ca\u7387\u3067\u5927\u304d\u306a\u5148\u884c\u30e9\u30a4\u30bb\u30f3\u30b9\u53ce\u5165\u3092\u542b\u3080\u4f8b\u5916\u7684\u306a\u696d\u7e3e\u3067\u3042\u3063\u305f\u305f\u3081\u3001\u3053\u306e\u696d\u7e3e\u3092\u7e70\u308a\u8fd4\u3059\u3053\u3068\u306f\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u55b6\u696d\u5229\u76ca\u7387\u306f\u524d\u5e74\u540c\u671f\u304c\u30de\u30a4\u30ca\u30b94\uff05\u3067\u3042\u3063\u305f\u306e\u306b\u5bfe\u3057\u3001\u5f53\u56db\u534a\u671f\u306f7,910\u4e07\u30c9\u30eb\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f19\uff05\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u597d\u8abf\u306a\u6700\u7d42\u640d\u76ca\u306e\u7d50\u679c\u306f\u3001\u5f53\u793e\u306e\u30e2\u30c7\u30eb\u306b\u304a\u3051\u308b\u5927\u5e45\u306a\u55b6\u696d\u30ec\u30d0\u30ec\u30c3\u30b8\u3068\u3001\u57fa\u672c\u7684\u306a\u30e6\u30cb\u30c3\u30c8\u7d4c\u6e08\u306e\u5f37\u3055\u3092\u660e\u78ba\u306b\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u55b6\u696d\u5229\u76ca\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u4e0a\u56de\u3063\u305f\u4e3b\u306a\u7406\u7531\u306f\u3001\u53ce\u76ca\u304c\u597d\u8abf\u3067\u3042\u3063\u305f\u3053\u3068\u3067\u3059\u3002\u7b2c2\u56db\u534a\u671f\u306e\u7d14\u5229\u76ca\u306f7,670\u4e07\u30c9\u30eb\u30011\u682a\u5f53\u305f\u308a0.93\u30c9\u30eb\uff08\u5e0c\u8584\u5316\u5f8c\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u307f\u682a\u5f0f\u65708,250\u4e07\u682a\u30d9\u30fc\u30b9\uff09\u3067\u3057\u305f\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u524d\u5e74\u540c\u671f\u306f1,560\u4e07\u30c9\u30eb\uff081\u682a\u5f53\u305f\u308a0.23\u30c9\u30eb\uff09\u306e\u7d14\u640d\u5931\uff08\u57fa\u672c\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u307f\u682a\u5f0f\u65706,830\u4e07\u682a\uff09\u3067\u3057\u305f\u3002\u8cb8\u501f\u5bfe\u7167\u8868\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306b\u3064\u3044\u3066\u3002\u73fe\u91d1\u3001\u73fe\u91d1\u540c\u7b49\u7269\u3001\u77ed\u671f\u6295\u8cc7\u3001\u5236\u9650\u4ed8\u304d\u73fe\u91d1\u306f19\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n<p>\u7b2c2\u56db\u534a\u671f\u306e\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f2,530\u4e07\u30c9\u30eb\u306e\u30de\u30a4\u30ca\u30b9\u3067\u3057\u305f\u3002\u7d04200\u4e07\u30c9\u30eb\u306e\u8cc7\u672c\u652f\u51fa\u3068\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u30fb\u30ea\u30fc\u30b9\u50b5\u52d9\u306e\u5143\u672c\u8fd4\u6e08\u3092\u8003\u616e\u3057\u305f\u7d50\u679c\u3001\u5f53\u56db\u534a\u671f\u306e\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f2,730\u4e07\u30c9\u30eb\u306e\u30de\u30a4\u30ca\u30b9\u3068\u306a\u3063\u305f\u3002\u3053\u308c\u306f\u30012023\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u306e\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u304c4,860\u4e07\u30c9\u30eb\u306e\u30de\u30a4\u30ca\u30b9\u3067\u3042\u3063\u305f\u3053\u3068\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u5927\u304d\u306a\u30de\u30a4\u30ca\u30b9\u3067\u3042\u308b\u3002\u5f53\u56db\u534a\u671f\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u306b\u95a2\u3057\u3066\u7279\u8a18\u3059\u3079\u304d\u70b9\u304c3\u3064\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u307e\u305a\u3001\u3054\u5b58\u77e5\u306e\u65b9\u3082\u591a\u3044\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u7b2c2\u56db\u534a\u671f\u306f\u3001\u7b2c1\u56db\u534a\u671f\u672b\u306e\u58f2\u639b\u91d1\u6b8b\u9ad8\u304b\u3089\u3082\u660e\u3089\u304b\u306a\u3088\u3046\u306b\u3001\u7b2c1\u56db\u534a\u671f\u306e\u5951\u7d04\u91cf\u304c\u5c11\u306a\u304b\u3063\u305f\u305f\u3081\u3001\u5b63\u7bc0\u7684\u306b1\u5e74\u3067\u6700\u3082\u56de\u53ce\u304c\u5c11\u306a\u3044\u56db\u534a\u671f\u3068\u306a\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002\u7b2c2\u306b\u3001\u5f53\u793e\u306e\u53ce\u76ca\u306f\u8907\u6570\u5e74\u306eEA\u304a\u3088\u3073\u30e9\u30a4\u30bb\u30f3\u30b9\u5951\u7d04\u306eASC606\u306e\u51e6\u7406\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u307b\u3068\u3093\u3069\u306e\u8907\u6570\u5e74\u5951\u7d04\u306f\u4f9d\u7136\u3068\u3057\u3066\u6bce\u5e74\u8acb\u6c42\u3055\u308c\u308b\u305f\u3081\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306b\u540c\u7b49\u306e\u5229\u76ca\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6700\u5f8c\u306b\u3001\u30c7\u30f4\u304c\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u5951\u7d04\u4e00\u6642\u91d1\uff08\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u30fb\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\uff09\u306e\u4fa1\u5024\u3092\u5f15\u304d\u7d9a\u304d\u91cd\u8996\u3057\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u5951\u7d04\u4e00\u6642\u91d1\uff08\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u30fb\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\uff09\u306e\u6570\u306f\u6e1b\u5c11\u3057\u3066\u3044\u307e\u3059\u3002\u8a00\u3044\u63db\u3048\u308c\u3070\u3001\u3088\u308a\u591a\u304f\u306e\u4ed5\u4e8b\u91cf\u3092\u3088\u308a\u65e9\u304f\u7372\u5f97\u3059\u308b\u305f\u3081\u306b\u3001\u524d\u6255\u3044\u91d1\u306e\u56de\u53ce\u3092\u610f\u56f3\u7684\u306b\u5c11\u306a\u304f\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u305d\u306e\u8a3c\u62e0\u306b\u3001Atlas\u306e\u58f2\u4e0a\u306f\u524d\u5e74\u6bd438%\u5897\u52a0\u3057\u307e\u3057\u305f\u304c\u3001Atlas\u306e\u5951\u7d04\u91d1\u984d\u306f\u524d\u5e74\u6bd415%\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u524d\u6255\u3044\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306e\u6e1b\u5c11\u306f\u3001\u9867\u5ba2\u304b\u3089\u306e\u652f\u6255\u3044\u6642\u671f\u306b\u5f71\u97ff\u3059\u308b\u3060\u3051\u3067\u3001\u652f\u6255\u3044\u7dcf\u984d\u306b\u306f\u5f71\u97ff\u3057\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u3088\u3046\u306a\u5951\u7d04\u4e00\u6642\u91d1\u306e\u6e1b\u5c11\u50be\u5411\u306f\u3001\u4e2d\u671f\u7684\u306b\u306f\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u3068\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u95a2\u4fc2\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u6b21\u306b\u3001\u7b2c3\u56db\u534a\u671f\u304a\u3088\u30732024\u5e74\u5ea6\u901a\u671f\u306e\u898b\u901a\u3057\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3057\u307e\u3059\u3002\u7b2c3\u56db\u534a\u671f\u306b\u3064\u3044\u3066\u306f\u3001\u58f2\u4e0a\u9ad8\u306f4\u5104\u304b\u30894\u5104400\u4e07\u5186\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>non-GAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f4,100\u4e07\u30c9\u30eb\u304b\u30894,400\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u3001non-GAAP\u30d9\u30fc\u30b9\u306e1\u682a\u5f53\u305f\u308a\u7d14\u5229\u76ca\u306f8,350\u4e07\u682a\u306e\u5e0c\u8584\u5316\u5f8c\u63a8\u5b9a\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u306b\u57fa\u3065\u304d0.47\u30c9\u30eb\u304b\u30890.50\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u30022024\u5e74\u5ea6\u901a\u671f\u306b\u3064\u3044\u3066\u306f\u3001\u58f2\u4e0a\u9ad8\u306f15\u51049,600\u4e07\u30c9\u30eb\u304b\u308916\u5104800\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u30022024\u5e74\u5ea6\u901a\u671f\u306enon-GAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f1\u51048,900\u4e07\u30c9\u30eb\u304b\u30891\u51049,700\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u3001non-GAAP\u30d9\u30fc\u30b9\u306e1\u682a\u5f53\u305f\u308a\u5f53\u671f\u7d14\u5229\u76ca\u306f8,300\u4e07\u682a\u306e\u63a8\u5b9a\u5e0c\u8584\u5316\u5f8c\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u306b\u57fa\u3065\u304d2.27\u30c9\u30eb\u304b\u30892.35\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u306a\u304a\u30012024\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\u304a\u3088\u3073\u901a\u671f\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e1\u682a\u5f53\u305f\u308a\u5f53\u671f\u7d14\u5229\u76ca\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u306f\u3001\u7d0420%\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u7a0e\u91d1\u5f15\u5f53\u91d1\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u3054\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n<p>\u307e\u305a\u3001\u30a2\u30c8\u30e9\u30b9\u306e\u901a\u671f\u898b\u901a\u3057\u3092\u5c0f\u5e45\u306b\u5f15\u304d\u4e0a\u3052\u305f\u306e\u306f\u3001\u4e3b\u306b\u7b2c2\u56db\u534a\u671f\u304c\u82e5\u5e72\u597d\u8abf\u3067\u3042\u3063\u305f\u305f\u3081\u3001\u4e0b\u671f\u306eARR\u304c\u4e0a\u6607\u3059\u308b\u3053\u3068\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3067\u3059\u3002\u30a2\u30c8\u30e9\u30b9\u306e\u6d88\u8cbb\u6210\u9577\u306f\u300124\u5e74\u5ea6\u3092\u901a\u3058\u3066\u53b3\u3057\u3044\u30de\u30af\u30ed\u7d4c\u6e08\u74b0\u5883\u306e\u5f71\u97ff\u3092\u53d7\u3051\u308b\u3068\u5f15\u304d\u7d9a\u304d\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u4fee\u6b63\u5f8c\u306e\u901a\u671f\u58f2\u4e0a\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u306f\u3001\u6628\u5e74\u7b2c2\u56db\u534a\u671f\u306b\u59cb\u307e\u3063\u305f\u666f\u6c17\u6e1b\u901f\u4ee5\u964d\u306e\u5e73\u5747\u7684\u306a\u6d88\u8cbb\u6210\u9577\u3092\u5f15\u304d\u7d9a\u304d\u60f3\u5b9a\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u7b2c3\u56db\u534a\u671f\u306b\u306f\u82e5\u5e72\u306e\u5b63\u7bc0\u7684\u8981\u56e0\u304c\u3042\u308a\u3001\u7b2c4\u56db\u534a\u671f\u306b\u306f\u904e\u53bb2\u5e74\u9593\u306b\u898b\u3089\u308c\u305f\u3088\u3046\u306a\u6e1b\u901f\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u7279\u306b\u30e9\u30a4\u30bb\u30f3\u30b9\u5951\u7d04\u306b\u95a2\u3057\u3066\u306f\u3001\u540c\u69d8\u306e\u65b0\u898f\u4e8b\u696d\u6d3b\u52d5\u304c\u671f\u5f85\u3067\u304d\u306a\u3044\u305f\u3081\u3067\u3042\u308b\u3002<\/p>\n<p>\u7b2c2\u56db\u534a\u671f\u306f\u3001\u3053\u306e\u7279\u5b9a\u306e\u4e8b\u696d\u5206\u91ce\u306b\u304a\u3044\u3066\u3001\u6975\u7aef\u306a\u30d7\u30e9\u30b9\u306e\u7570\u5e38\u5024\u3068\u306a\u3063\u305f\u30023\u3064\u76ee\u306f\u3001\u30a2\u30c8\u30e9\u30b9\u4ee5\u5916\u306e\u4e8b\u696d\u306e\u901a\u671f\u696d\u7e3e\u4e88\u60f3\u3092\u5f15\u304d\u4e0a\u3052\u308b\u3053\u3068\u3067\u3059\u3002\u7b2c2\u56db\u534a\u671f\u306e\u4f8b\u5916\u7684\u306a\u696d\u7e3e\u304c\u4e0b\u534a\u671f\u306b\u3082\u7e70\u308a\u8fd4\u3055\u308c\u308b\u3068\u306f\u8003\u3048\u3066\u3044\u307e\u305b\u3093\u304c\u3001\u4e0a\u534a\u671f\u306e\u5b9f\u7e3e\u306f\u3001\u5f53\u793e\u306e\u300c\u3069\u3053\u3067\u3082\u30e9\u30f3\u300d\u6226\u7565\u306b\u3055\u3089\u306a\u308b\u81ea\u4fe1\u3092\u4e0e\u3048\u3066\u304f\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4eca\u5e74\u5f8c\u534a\u306e\u53b3\u3057\u3044\u6bd4\u8f03\u5bfe\u8c61\u304c\u30a2\u30c8\u30e9\u30b9\u4ee5\u5916\u306e\u4e8b\u696d\u306e\u6210\u9577\u7387\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u306f\u5f15\u304d\u7d9a\u304d\u4e88\u60f3\u3057\u3066\u3044\u308b\u3002\u6700\u5f8c\u306b\u3001\u7b2c2\u56db\u534a\u671f\u306e\u597d\u8abf\u306a\u696d\u7e3e\u3068\u53ce\u76ca\u898b\u901a\u3057\u306e\u5897\u52a0\u306b\u3088\u308a\u300124\u5e74\u5ea6\u306e\u55b6\u696d\u5229\u76ca\u7387\u306e\u524d\u63d0\u3092\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u5024\u3067\u3042\u308b12%\u306b\u5927\u5e45\u306b\u5f15\u304d\u4e0a\u3052\u300123\u5e74\u5ea6\u3068\u6bd4\u8f03\u3057\u3066700bp\u4ee5\u4e0a\u6539\u5584\u3059\u308b\u4e00\u65b9\u3001\u9577\u671f\u7684\u306a\u4e8b\u696d\u6a5f\u4f1a\u3092\u8ffd\u6c42\u3059\u308b\u305f\u3081\u306e\u6295\u8cc7\u3092\u7d99\u7d9a\u3057\u307e\u3059\u3002<\/p>\n<p>\u30e2\u30c7\u30eb\u3092\u66f4\u65b0\u3059\u308b\u969b\u306b\u306f\u300124\u5e74\u5ea6\u306b\u4e88\u5b9a\u3055\u308c\u3066\u3044\u308b\u96c7\u7528\u306e\u5927\u534a\u304c\u5b9f\u969b\u306b\u306f\u4e0b\u534a\u671f\u306b\u884c\u308f\u308c\u308b\u3053\u3068\u3092\u5ff5\u982d\u306b\u7f6e\u3044\u3066\u304f\u3060\u3055\u3044\u3002\u8981\u7d04\u3059\u308b\u3068\u3001MongoDB\u306f\u53b3\u3057\u3044\u74b0\u5883\u306e\u4e2d\u3067\u7d20\u6674\u3089\u3057\u3044\u7b2c2\u56db\u534a\u671f\u306e\u696d\u7e3e\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002\u65b0\u898f\u30d3\u30b8\u30cd\u30b9\u306e\u7372\u5f97\u80fd\u529b\u306b\u6e80\u8db3\u3057\u3066\u304a\u308a\u3001\u5f53\u793e\u306e\u30e2\u30c7\u30eb\u306b\u5185\u5728\u3059\u308b\u55b6\u696d\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u5b9f\u8a3c\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30af\u30ed\u74b0\u5883\u306f\u5f15\u304d\u7d9a\u304d\u6ce8\u8996\u3057\u3066\u3044\u304d\u307e\u3059\u304c\u3001\u9577\u671f\u7684\u306a\u4fa1\u5024\u3092\u6700\u5927\u5316\u3067\u304d\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u30c1\u30e3\u30f3\u30b9\u306b\u3064\u3044\u3066\u306f\u3001\u5f15\u304d\u7d9a\u304d\u5927\u3044\u306b\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u8cea\u554f\u3092\u53d7\u3051\u4ed8\u3051\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p class=\"hh hh6 main-c main-bdr\"><span class=\"big\"><strong>\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002[\u8cea\u7591\u5fdc\u7b54\u306e\u30ea\u30b9\u30c8\u3092\u4f5c\u6210\u3059\u308b\u9593\u3001\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u672c\u65e5\u306e\u6700\u521d\u306e\u3054\u8cea\u554f\u306f\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30e9\u30a4\u30e2\u30fb\u30ec\u30f3\u30b7\u30e7\u30fc\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u30e9\u30a4\u30e2\u30fb\u30ec\u30f3\u30b7\u30e7\u30fc &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3044\u3044\u65b0\u30d0\u30fc\u30b8\u30e7\u30f3\u3060\u3002\u7d20\u6674\u3089\u3057\u3044\u56db\u534a\u671f\u3067\u3001\u79c1\u304b\u3089\u3082\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7c21\u5358\u306a\u8cea\u554f\u304c2\u3064\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u307e\u305a\u3001\u4eca\u56db\u534a\u671f\u306e EA \u306e\u50be\u5411\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u65e2\u5b58\u9867\u5ba2\u304b\u3089\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u304c\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u308b\u3068\u304b\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u3088\u308a Mongo 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&#8212; 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Reback &#8212; Stifel Financial Corp.<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3067\u3059\u306d\u3002\u305d\u308c\u304b\u3089\u3001\u4e0b\u671f\u306e\u63a1\u7528\u304c\u4e0a\u671f\u3092\u4e0a\u56de\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u63a1\u7528\u74b0\u5883\u306e\u7af6\u4e89\u304c\u5c11\u3057\u7de9\u548c\u3055\u308c\u3001\u4eba\u6750\u3092\u898b\u3064\u3051\u3084\u3059\u304f\u306a\u308a\u3001\u3088\u308a\u826f\u3044\u4fa1\u683c\u8a2d\u5b9a\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3088\u308d\u3057\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30c7\u30d6\u30fb\u30a4\u30c6\u30a3\u30c1\u30a7\u30ea\u30a2 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3048\u3048\u3001\u30d6\u30e9\u30c3\u30c9\u3001\u79c1\u304c\u8a00\u3044\u305f\u3044\u306e\u306f&#8230;&#8230;\u4e00\u822c\u7684\u306b\u8a00\u3048\u3070\u3001\u660e\u3089\u304b\u306b\u6570\u5e74\u524d\u306e\u51b7\u3048\u8fbc\u307f\u306f\u548c\u3089\u3044\u3067\u3044\u307e\u3059\u304c\u3001\u7279\u5b9a\u306e\u30b9\u30ad\u30eb\u30bb\u30c3\u30c8\u306b\u3064\u3044\u3066\u306f\u3001\u4eba\u6750\u306b\u5bfe\u3059\u308b\u304b\u306a\u308a\u306e\u30d7\u30ec\u30df\u30a2\u30e0\u304c\u6b8b\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30b3\u30b9\u30c8\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u3060\u3051\u306b\u30ec\u30d9\u30eb\u3092\u4e0b\u3052\u305f\u304f\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u3001\u3053\u306e\u696d\u754c\u3067\u6700\u9ad8\u306e\u4eba\u6750\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u306b\u8a87\u308a\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u5e02\u5834\u4fa1\u683c\u306b\u898b\u5408\u3063\u305f\u5831\u916c\u3092\u652f\u6255\u3046\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u5e02\u5834\u304c\u5c11\u3057\u8edf\u5316\u3057\u3066\u3044\u308b\u306e\u3067\u5c11\u3057\u697d\u306b\u306f\u306a\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u7a81\u7136\u5927\u5e45\u306a\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8\u3067\u5f93\u696d\u54e1\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u30de\u30a4\u30b1\u30eb\u30fb\u30b4\u30fc\u30c9\u30f3 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u517c\u6700\u9ad8\u57f7\u884c\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3001\u30b3\u30b9\u30c8\u3088\u308a\u3082\u7a3c\u50cd\u7387\u3001\u305d\u3057\u3066\u8077\u5834\u5fa9\u5e30\u306e\u30e2\u30c7\u30eb\u3084\u305d\u306e\u4ed6\u8af8\u3005\u306e\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u3092\u8003\u616e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3046\u3059\u308c\u3070\u3001\u4eca\u5e74\u306e\u5f8c\u534a\u306b\u306f\u5c11\u3057\u305a\u3064\u30c1\u30e3\u30f3\u30b9\u304c\u751f\u307e\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u306e\u3088\u3046\u306a\u6a5f\u4f1a\u304c\u3042\u308c\u3070\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u8ffd\u6c42\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n<p>\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30d0\u30c3\u30af &#8212; \u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30de\u30a4\u30b1\u30eb\u30fb\u30b4\u30fc\u30c9\u30f3 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u517c\u6700\u9ad8\u57f7\u884c\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u6b21\u306e\u8cea\u554f\u306fUBS\u306e\u30ab\u30fc\u30eb\u30fb\u30ad\u30fc\u30b9\u30c6\u30c3\u30c9\u3067\u3059\u3002\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Karl Keirstead &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30de\u30a4\u30b1\u30eb\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u666e\u6bb5\u306f\u4ed6\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u3064\u3044\u3066\u8cea\u554f\u3059\u308b\u3053\u3068\u306f\u306a\u3044\u306e\u3067\u3059\u304c\u3001\u7570\u5e38\u5024\u3067\u3059\u304b\u3089\u306d\u30022\u3064\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>1\u3064\u76ee\u306f\u3001\u4f55\u304c\u4e0a\u65b9\u4fee\u6b63\u306b\u3064\u306a\u304c\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u30a2\u30ea\u30d0\u30d0\u3068\u306e\u53d6\u5f15\u306f\u3042\u306a\u305f\u304c\u8003\u3048\u3066\u3044\u305f\u3088\u308a\u3082\u305a\u3063\u3068\u5927\u304d\u304b\u3063\u305f\u306e\u3067\u3059\u304b\uff1f\u305d\u306e\u3042\u305f\u308a\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u3082\u3046\u3072\u3068\u3064\u306f\u3001\u4e0b\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u306f\u30a2\u30c8\u30e9\u30b9\u4ee5\u5916\u306e\u4e8b\u696d\u306e\u5927\u5e45\u306a\u6e1b\u5c11\u3092\u60f3\u5b9a\u3057\u3066\u3044\u308b\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u3002\u305d\u306e\u4ed6\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u304c7\u6708\u671f\u4ee5\u524d\u306e\u6c34\u6e96\u306b\u623b\u308b\u3068\u8003\u3048\u3066\u3088\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30de\u30a4\u30b1\u30eb\u30fb\u30b4\u30fc\u30c9\u30f3 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u517c\u6700\u9ad8\u57f7\u884c\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30ab\u30fc\u30eb\u3002\u30a2\u30ea\u30d0\u30d0\u3067\u306f\u306a\u304f\u3001\u4ed6\u306e\u6848\u4ef6\u3067\u3059\u3002\u30a2\u30ea\u30d0\u30d0\u306f\u3001\u524d\u56de\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u306e\u6642\u70b9\u3067\u306f\u713c\u304d\u4e0a\u304c\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u30a2\u30ea\u30d0\u30d0\u306f\u524d\u56de\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u306e\u6642\u70b9\u3067\u7e54\u308a\u8fbc\u307f\u6e08\u307f\u3067\u3057\u305f\u3002<\/p>\n<p>\u307e\u305f\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u53ce\u5165\u3068\u3044\u3046\u8a00\u8449\u304c\u3042\u308b\u3088\u3046\u306b\u3001606\u3084\u305d\u306e\u6027\u8cea\u4e0a\u3001\u5909\u52d5\u304c\u5927\u304d\u3044\u306e\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u518d\u73fe\u6027\u306e\u3042\u308b\u696d\u7e3e\u3067\u306f\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3057\u3001\u3088\u308a\u4f4e\u3044\u3001\u3088\u308a\u6b63\u5e38\u306a\u30ec\u30d9\u30eb\u306b\u843d\u3061\u7740\u304f\u3079\u304d\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30ab\u30fc\u30eb\u30fb\u30b1\u30a2\u30b9\u30c6\u30c3\u30c9 &#8212; UBS &#8212; 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Advanced\u3067\u3042\u308cAtlas\u3067\u3042\u308c\u3001\u9867\u5ba2\u306e\u30af\u30e9\u30a6\u30c9\u6226\u7565\u3084\u5168\u4f53\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u4f9d\u5b58\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u6226\u7565\u306e\u89b3\u70b9\u304b\u3089\u306f\u3001\u78ba\u304b\u306b\u305d\u306e\u4e00\u90e8\u306fEA\u306b\u5229\u76ca\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u307e\u305f\u3001EA\u306e\u9867\u5ba2\u30d9\u30fc\u30b9\u3067\u306f\u3001\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u5805\u8abf\u306a\u5c0e\u5165\u3068\u63a1\u7528\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5c11\u306a\u304f\u3068\u3082\u4eca\u5e74\u5f8c\u534a\u304b\u3089\u6765\u5e74\u306b\u304b\u3051\u3066\u306f\u3001EA\u306e\u696d\u7e3e\u304c\u975e\u5e38\u306b\u597d\u8abf\u3067\u3042\u308b\u3053\u3068\u304c\u91cd\u8981\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001EA\u3092\u6bd4\u8f03\u5bfe\u8c61\u3068\u3057\u3066\u8003\u3048\u308b\u5834\u5408\u3001\u672c\u5f53\u306b\u91cd\u8981\u306a\u3053\u3068\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ec\u30f3\u30c8\u30fb\u30d6\u30e9\u30bb\u30ea\u30f3 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Migrator\u306e\u3088\u3046\u306a\u88fd\u54c1\u3067\u3001\u30ea\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u30fc\u30fb\u30d7\u30ed\u30bb\u30b9\u306e\u591a\u304f\u3092\u81ea\u52d5\u5316\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u30ec\u30ac\u30b7\u30fc\u306a\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30e2\u30c0\u30ca\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u610f\u6b32\u306f\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001AI\u304c\u76db\u308a\u4e0a\u304c\u308a\u3092\u898b\u305b\u3066\u3044\u308b\u4eca\u3001\u305d\u306e\u30cb\u30fc\u30ba\u306f\u9ad8\u307e\u308a\u3064\u3064\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c7\u30d6\u30fb\u30a4\u30c6\u30a3\u30c1\u30a7\u30ea\u30a2 &#8212; \u793e\u9577\u517cCEO<\/p>\n<p>\u30ea\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30de\u30a4\u30b0\u30ec\u30fc\u30bf\u30fc\u3092\u4f7f\u3063\u3066\u79fb\u884c\u3059\u308b\u5834\u5408\u30013\u3064\u306e\u3053\u3068\u306b\u96c6\u4e2d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u3001\u53e4\u3044\u30ea\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u304b\u3089MongoDB\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u30b9\u30ad\u30fc\u30de\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u306e\u9069\u5207\u306a\u79fb\u52d5\u3001\u305d\u3057\u3066\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30b3\u30fc\u30c9\u306e\u4e00\u90e8\uff08\u3059\u3079\u3066\u3067\u306f\u306a\u3044\u306b\u3057\u3066\u3082\uff09\u306e\u66f8\u304d\u63db\u3048\u3067\u3059\u3002\u6b74\u53f2\u7684\u306b\u3001\u3053\u306e\u6700\u5f8c\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306f\u3001\u30de\u30a4\u30b0\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u4e2d\u3067\u6700\u3082\u4eba\u624b\u3092\u8981\u3059\u308b\u90e8\u5206\u3060\u3063\u305f\u3002\u3082\u3061\u308d\u3093\u3001\u5148\u9032\u7684\u306a\u30b3\u30b8\u30a7\u30cd\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30c4\u30fc\u30eb\u3092\u4f7f\u3048\u3070\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30b3\u30fc\u30c9\u306e\u66f8\u304d\u63db\u3048\u306e\u591a\u304f\u3092\u81ea\u52d5\u5316\u3067\u304d\u308b\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3002<\/p>\n<p>\u6211\u3005\u306f\u307e\u3060\u521d\u671f\u6bb5\u968e\u306b\u3044\u308b\u3002\u30ea\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30fb\u30de\u30a4\u30b0\u30ec\u30fc\u30bf\u30fc\u306b\u65b0\u3057\u3044\u6a5f\u80fd\u3092\u8ffd\u52a0\u3057\u7d9a\u3051\u308b\u3053\u3068\u3067\u3001\u5207\u308a\u66ff\u3048\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002\u3053\u308c\u306f\u660e\u3089\u304b\u306b\u3001\u79c1\u305f\u3061\u304c\u6ce8\u529b\u3057\u3066\u3044\u304f\u5206\u91ce\u3067\u3059\u3002\u3053\u308c\u306f\u3042\u308b\u610f\u5473\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3067\u3059\u3002<\/p>\n<p>\u305d\u308c\u304b\u3089\u3001\u30bf\u30a4\u30e9\u30fc\u3055\u3093\u3001\u3054\u8cea\u554f\u306e2\u3064\u76ee\u3067\u3059\u304c&#8230;<\/p>\n<p>\u30bf\u30a4\u30e9\u30fc\u30fb\u30e9\u30c9\u30b1 &#8212; \u30b7\u30c6\u30a3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>AI\u3092\u3081\u3050\u308b\u71b1\u72c2\u306f\u3001\u9867\u5ba2\u304c\u3053\u3046\u3057\u305f\u8fd1\u4ee3\u5316\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u53d6\u308a\u7d44\u3080\u30da\u30fc\u30b9\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Dev Ittycheria &#8212; \u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>MongoDB\u304c\u3053\u306e\u3088\u3046\u306a\u65b0\u3057\u3044\u8fd1\u4ee3\u5316\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306b\u9069\u3057\u3066\u3044\u308b\u7406\u7531\u306f\u30011\u3064\u306f\u3001\u30ec\u30ac\u30b7\u30fc\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u9589\u3058\u8fbc\u3081\u3089\u308c\u3066\u3044\u308b\u30c7\u30fc\u30bf\u306f\u3001\u7af6\u4e89\u512a\u4f4d\u306e\u305f\u3081\u306b\u305d\u306e\u72ec\u81ea\u30c7\u30fc\u30bf\u3092\u6d3b\u7528\u3057\u305f\u3044\u306e\u3067\u3042\u308c\u3070\u3001\u975e\u5e38\u306b\u91cd\u8981\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u30022\u3064\u76ee\u306f\u3001\u65b0\u3057\u3044\u30e2\u30c0\u30f3\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u8981\u4ef6\u304c\u3001\u65b0\u3057\u3044\u30e2\u30c0\u30f3\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u305d\u3057\u30663\u3064\u76ee\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u53cd\u5fa9\u7684\u306a\u5206\u91ce\u3067\u306f\u3001\u4eba\u3005\u306e\u5909\u5316\u304c\u975e\u5e38\u306b\u901f\u3044\u305f\u3081\u3001\u672c\u8cea\u7684\u306b\u67d4\u8edf\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5fc5\u8981\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001MongoDB\u3084\u3088\u308a\u30e2\u30c0\u30f3\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u79fb\u884c\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u3064\u307e\u308a\u3001\u6614\u306e\u30ea\u30d5\u30c8\u30fb\u30a2\u30f3\u30c9\u30fb\u30b7\u30d5\u30c8\u306e\u3088\u3046\u306b\u3001Oracle\u7a0e\u306e\u652f\u6255\u3044\u3092\u907f\u3051\u308b\u305f\u3081\u3060\u3051\u306b\u79fb\u884c\u3057\u3066\u3044\u305f\u306e\u3068\u306f\u9055\u3044\u3001\u4eca\u306f\u30ea\u30d5\u30c8\u30fb\u30a2\u30f3\u30c9\u30fb\u30b7\u30d5\u30c8\u3060\u3051\u3067\u306a\u304f\u3001\u30e2\u30c0\u30ca\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3084\u30ea\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u304b\u3089MongoDB\u3078\u306e\u79fb\u884c\u306b\u3064\u3044\u3066\u3001\u3088\u308a\u601d\u616e\u6df1\u304f\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3053\u306e\u50be\u5411\u306f\u9593\u9055\u3044\u306a\u304f\u5f37\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30bf\u30a4\u30e9\u30fc\u30fb\u30e9\u30c9\u30b1 &#8212; \u30b7\u30c6\u30a3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Dev Ittycheria &#8212; \u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30bf\u30a4\u30e9\u30fc\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u307e\u3067\u5c11\u3005\u304a\u5f85\u3061\u304f\u3060\u3055\u3044\u3002\u6b21\u306e\u3054\u8cea\u554f\u306fJMP\u8a3c\u5238\u306e\u30d1\u30c8\u30ea\u30c3\u30af\u30fb\u30a6\u30a9\u30e9\u30f4\u30a7\u30f3\u30b9\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\u767a\u8a00\u8005\u4e0d\u660e<\/p>\n<p>\u30d1\u30c3\u30c8\u3055\u3093\u3001\u30a2\u30e9\u30f3\u3067\u3059\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u304b\u3089\u306f\u7c21\u5358\u306a\u8cea\u554f\u3067\u3059\u3002\u30d9\u30af\u30bf\u30fc\u30fb\u30b5\u30fc\u30c1\u3084\u30b9\u30c8\u30ea\u30fc\u30e0\u30fb\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u306e\u3088\u3046\u306a\u65b0\u6a5f\u80fd\u306e\u4fa1\u683c\u4f53\u7cfb\u306f\u3069\u3046\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Dev Ittycheria &#8212; 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