A popular developer database (document model) used to build modern and AI-powered applications.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 45 | AMBER (~45) |
| AI-Monetization Gap | 72 | RED (~72) |
| Insider Selling Intensity / Leadership Change | 68 | RED (~68) |
| Financing Opacity / Circular Leverage | 25 | GREEN-AMBER (~25) |
| Energy / Diminishing Returns | 40 | AMBER (~40) |
| Organic End-User Demand | 62 | AMBER-RED (~62) |
Q. Atlas at 75% of revenue and growing 29% — is the deceleration really a fragility signal?
A. Atlas growth at 29% is the floor that keeps the overall revenue growth from being worse. The deceleration risk is in total revenue (FY2027 +19-20% guidance) because Enterprise Advanced continues shrinking as a % of subscription. The mix shift to Atlas is a secular cloud migration, not AI-specific. Even without AI, Atlas would be growing ~20-25% from secular migration. The AI narrative promises acc
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Watching: Capex vs demand, Insider selling, Organic demand before the print.
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 68.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Merriman Dwight A | Director | 2026-07-16 | Sale | $270,640 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-16 | Sale | $282,191 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-16 | Sale | $446,655 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-16 | Sale | $26,592 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-16 | Sale | $26,363 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-16 | Sale | $924,907 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-14 | Sale | $784,970 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-14 | Sale | $38,138 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-14 | Sale | $792,930 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-14 | Sale | $218,042 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-14 | Sale | $682,174 | 10b5-1 |
| Merriman Dwight A | Director | 2026-07-14 | Sale | $38,764 | 10b5-1 |
EDGAR Form 4, parsed structured · last 18 txns · asof 2026-07-20 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.