A comparison I felt compelled to make

Other consideration is for database like MDB, customers have hard time switching out… almost forever… whereas security get switched out (for better architecture / approach) frequently (my guess is once every 2 to 3 years)…

Also consider this: CRWD is pulling in cash from future quarters with growing deferred revenue whereas MDB is pushing out cash by upto 4 quarters with Atlas growing on consumption basis… is that good or bad? depends on how you look at it… for now, CRWD looks better… however, if / when a better mousetrap shows up replacing CRWD, disaster would hit before you know it… for MDB, you are almost assured that financials will continue to look better than here…

FWIW: I have a position in both with CRWD at ~6% and MDB ~7.5%…

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