财务数据 - 总收入为5160万美元，同比增长20%[2] - 总收入为102,916,000美元，同比增长22.2%[1] - 公司总收入同比增长19.5%，达到51.59百万美元[36] 订阅收入 - 订阅收入为4930万美元，同比增长20%[2] - 订阅收入为98,331,000美元，同比增长23.7%[1] 年度经常性收入(ARR) - 年度经常性收入(ARR)为2.14亿美元，同比增长18%，按固定汇率计算同比增长19%[2] - 年度经常性收入达到214.0百万美元，同比增长18.4%[42] 毛利率 - 非GAAP毛利率为88.3%，上年同期为87.2%[2] - 毛利润为90,771,000美元，毛利率为88.2%[1] - 非GAAP毛利率达到88.3%，较上年同期提升1.1个百分点[36] 经营亏损 - 非GAAP经营亏损为410万美元，上年同期为920万美元[3] - 净亏损为40,890,000美元，亏损率为39.7%[1] - 非GAAP净亏损为2.95百万美元，每股亏损0.06美元[40] 现金流 - 经营活动产生的现金流出为4.85百万美元，自由现金流为负5.92百万美元[40] - 现金及现金等价物为62,607,000美元[31] - 现金及现金等价物余额为62.61百万美元，较上年同期增加49.3%[34] 研发投入 - 研发费用为35,217,000美元，占总收入的34.2%[1] - 非GAAP研发费用为12.99百万美元，占收入的25.2%[37] - 研发投入持续增加，占收入比重达到33.6%[37] 销售及市场费用 - 销售及营销费用为73,923,000美元，占总收入的71.8%[1] - 非GAAP销售及市场费用为29.59百万美元，占收入的57.3%[37] - 销售及市场费用占比较高，达到57.3%，需关注销售效率[37] 产品发布 - 发布Capella Columnar产品并获得良好反馈[4] - 发布Couchbase Mobile带有向量搜索功能[5] - 推出Capella Free Tier免费版本[5] 管理团队 - 任命Josh Harbert为首席营销官[6] 剩余履约义务(RPO) - 剩余履约义务(RPO)为2.158亿美元，同比增长27%[3]

SANTA CLARA, Calif., Sept. 4, 2024 /PRNewswire/ -- Couchbase, Inc. (NASDAQ: BASE), the cloud database platform company, today announced financial results for its second quarter ended July 31, 2024."I'm pleased with our hard work and execution in the quarter," said Matt Cain, Chair, President and CEO of Couchbase. "We delivered revenue and operating loss results that exceeded the high end of our outlook, generated strong new business and new logos, and saw a meaningful increase in our Capella mix. I remain h ...

Capella Columnar, Now Generally Available, Streamlines Development by Enabling JSON Operational and Analytics Processing on One Database PlatformAvailable Today, Couchbase Mobile With Vector Search Lets Organizations Run AI-Powered Applications From Cloud to EdgeCouchbase Empowers Developers With Free Tier on Capella, Supporting Continuous Innovation Without Time LimitsSANTA CLARA, Calif., Sept. 3, 2024 /PRNewswire/ -- Couchbase, Inc. (NASDAQ: BASE), the cloud database platform company, today officially lau ...

SANTA CLARA, Calif., Aug. 30, 2024 /PRNewswire/ -- Couchbase, Inc. (NASDAQ: BASE), the cloud database platform company, today announced that Company management will participate in upcoming investor conferences.Chair, President and CEO Matt Cain will present at the Goldman Sachs Communacopia + Technology Conference in San Francisco, California. The presentation will take place on Tuesday, September 10, 2024 at 10:50 a.m. PT / 1:50 p.m. ET. Couchbase management will also participate in investor meetings.Addit ...

Piper Sandler analyst Brent A. Bracelin initiated coverage on Couchbase, Inc. BASE with an Overweight rating and a price forecast of $22.According to the analyst, the potential for upside includes the possibility of ARR growth reacceleration next year due to a shift towards Capella, improved operating efficiency that could make free cash flow positive next year, and significant market share gains in a large $100 billion market.Additionally, the company has a favorable risk-reward profile with a 3.5x CY26E E ...

SANTA CLARA, Calif., Aug. 14, 2024 /PRNewswire/ -- Couchbase, Inc. (NASDAQ: BASE), the cloud database platform company, today announced that it will report financial results for its second quarter ended July 31, 2024 on Wednesday, September 4, 2024 after market close.Couchbase will host a conference call and webcast at 1:30 p.m. Pacific Time (or 4:30 p.m. Eastern Time) on the same day to discuss its financial results. The conference call can be accessed by dialing 877-407-8029 from the United States, or +1 ...

islander11 Investment summary My previous investment thought (published on March 22nd) was a buy rating because I thought Couchbase, Inc. (NASDAQ:BASE) could beat its FY25 guidance given the strong performance and demand momentum. I am downgrading my rating from buy to hold as I am concerned about the competitive landscape and the tougher-than-expected demand environment. In light of these two factors, I am now assuming BASE will only be able to grow top line in the mid-teens percentage range. 1Q25 resu ...

While financial advisors will direct you to safe and reliable large-capitalization companies, here’s the thing: if you want the magic to truly come alive, you may have to consider small-cap stocks. As the name suggests, they’re relatively tiny enterprises waiting for that moment in the spotlight. If it materializes, they could be off to the races.Think of it this way. If you’re shooting a film on a shoestring budget, you can’t hire a Hollywood A-lister for obvious reasons. You got to find unknown talent and ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common stock, par value $0.00001 per share BASE Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-Q __________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECT ...

财务数据和关键指标变化 - 公司Q1总收入为51.3百万美元,同比增长25% [11][12] - 公司Q1非GAAP经营亏损为6.7百万美元,超出了公司指引的上限 [12] - 公司Q1年度经常性收入(ARR)为207.7百万美元,同比增长21% [11] - 公司Q1免费现金流为560,000美元,实现了自由现金流正值 [40] 各条业务线数据和关键指标变化 - Capella现在占公司客户群的29%和ARR的11.5% [13] - 公司Q1新增19个净新客户,其中大部分是Capella客户 [13] - 公司Q1专业服务收入为230万美元,同比下降7% [35] 各个市场数据和关键指标变化 - 公司在制造业、金融科技、医疗、零售、电信和游戏等行业获得了新客户 [13] - 客户对Capella的需求和采用持续增长,客户反馈也非常积极 [13] 公司战略和发展方向及行业竞争 - 公司继续专注于提高运营效率和效率,Q1的Rule of 40指标同比改善超过12个百分点 [14] - 公司推出了新的创新功能,如Capella iQ、Capella Columnar Service和Vector Search,进一步增强了平台的能力 [18][19][20] - 公司正在加强销售和营销效率,优化客户成功和升级动力,以获得新应用程序 [26] 管理层对经营环境和未来前景的评论 - 公司Q1的ARR表现受到了比预期更明显的时间动态的影响,主要是由于一些交易推迟到了Q2 [15][16] - 尽管如此,公司仍对业务的整体势头和实现全年目标的能力充满信心 [17] - 公司认为宏观环境仍然是一个因素,但相信自身的价值主张和效率提升举措将有助于应对 [51][52][111][112] 其他重要信息 - 公司从本季度开始调整了ARR的计算方法,包括纳入按需部分收入和客户 [32][33][36] - 公司任命了首席信息官Julie Irish,负责公司的全球IT战略和基础设施 [27][28] 问答环节重要的提问和回答 问题1 **Matt Hedberg 提问** 询问Q1交易推迟的原因以及对全年目标的影响 [51][52][53][54][55][56][57] **Matthew Cain 和 Gregory Henry 回答** 回应宏观环境的影响,以及公司采取的措施和对全年目标的信心 [51][52][53][54][55][56][57][60] 问题2 **Howard Ma 提问** 询问Columnar Service的机会和定位 [78][79][80] **Matthew Cain 回答** 解释Columnar Service如何帮助客户构建更智能的应用程序 [78][79][80] 问题3 **Imtiaz Koujalgi 提问** 询问Q2和全年指引的合理性,以及新业务和续约业务的表现 [132][133][134][135] **Gregory Henry 和 Matthew Cain 回答** 解释指引的制定考虑因素,以及新业务和续约业务的表现 [132][133][134][135]