Couchbase, Inc.

NasdaqGS:BASE Rapport sur les actions

Capitalisation boursière : US$1.4b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Couchbase Gestion

Gestion contrôle des critères 3/4

Le PDG Couchbase est Matt Cain, nommé en Apr2017, a un mandat de 8.42 ans. La rémunération annuelle totale est $ 8.69M, composée du salaire de 6.2% et des bonus 93.8%, y compris les actions et options de la société. détient directement 1.44% des actions de la société, d'une valeur de $ 19.45M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.3 ans et 6.1 ans.

Informations clés

Matt Cain

Directeur général

US$8.7m

Rémunération totale

Pourcentage du salaire du PDG6.16%
Durée du mandat du directeur général8.4yrs
Propriété du PDG1.4%
Durée moyenne d'occupation des postes de direction3.3yrs
Durée moyenne du mandat des membres du conseil d'administration6.1yrs

Mises à jour récentes de la gestion

Article d’analyse May 23

We Think The Compensation For Couchbase, Inc.'s (NASDAQ:BASE) CEO Looks About Right

Key Insights Couchbase's Annual General Meeting to take place on 29th of May Total pay for CEO Matt Cain includes...

Recent updates

Seeking Alpha Jun 04

Couchbase Sees Capella Demand But Macro Concerns Continue

Summary Couchbase continues to see demand for its Capella platform, but its topline revenue growth rate is slowing, and operating losses remain substantial. Capital allocation has been dilutive, with significant stock-based compensation and negative free cash flow, creating concerns for shareholders. The company trades at a discount to SaaS peers, but faces intense competition and lacks clear capital allocation plans. Despite incremental improvements and raised guidance, I maintain a neutral Hold rating due to persistent losses and an uncertain growth trajectory. Read the full article on Seeking Alpha
Article d’analyse May 23

We Think The Compensation For Couchbase, Inc.'s (NASDAQ:BASE) CEO Looks About Right

Key Insights Couchbase's Annual General Meeting to take place on 29th of May Total pay for CEO Matt Cain includes...
Article d’analyse May 04

Subdued Growth No Barrier To Couchbase, Inc. (NASDAQ:BASE) With Shares Advancing 25%

Those holding Couchbase, Inc. ( NASDAQ:BASE ) shares would be relieved that the share price has rebounded 25% in the...
Article d’analyse Apr 05

Is Couchbase, Inc. (NASDAQ:BASE) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights Couchbase's estimated fair value is US$10.54 based on 2 Stage Free Cash Flow to Equity Couchbase's...
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Nouveau récit Mar 25

Capella Adoption And NVIDIA Partnership Will Open Future Markets

Strategic expansions, including AI services and partnerships, improve competitive positioning, driving revenue growth and attracting enterprise customers with AI-driven demands.
Article d’analyse Mar 14

More Unpleasant Surprises Could Be In Store For Couchbase, Inc.'s (NASDAQ:BASE) Shares After Tumbling 26%

Couchbase, Inc. ( NASDAQ:BASE ) shareholders won't be pleased to see that the share price has had a very rough month...
Seeking Alpha Mar 02

Couchbase: Stabilizing Growth Indicators Have Me Enthusiastic Again (Rating Upgrade)

Summary Couchbase's Q4 results showed revenue stabilization and growth, boosting the stock by ~10% post-earnings, despite being down ~30% over the past year. The company benefits from a massive $150 billion market for non-relational databases, driven by the exponential growth of unstructured data. Couchbase's fully managed Capella offering supports hybrid cloud strategies, enhancing its appeal and driving top-line expansion. The company is expecting Capella to drive revenue acceleration in FY27 to 20%+. With a large ARR base that covers its near-term guidance, Couchbase is well-positioned for sustained growth, making it a good re-entry point at ~3x forward revenue. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

Couchbase Looks To Agentic AI For Further Growth Opportunities

Summary Couchbase, Inc.'s fiscal year-end results on February 25, 2025, are crucial for evaluating its new Agentic AI feature uptake and any new cost optimization plans. Despite rising revenues, Couchbase faces high operating losses, heavily impacting its stock performance in a higher cost of capital environment. The company operates in the competitive DBaaS market, with significant competition from larger players, and its Capella platform's growth is essential. My outlook remains a Hold for BASE stock until greater visibility into its new Agentic AI features' success and management's expense discipline is achieved. Read the full article on Seeking Alpha
Article d’analyse Dec 22

Couchbase, Inc.'s (NASDAQ:BASE) 26% Cheaper Price Remains In Tune With Revenues

Couchbase, Inc. ( NASDAQ:BASE ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...
Seeking Alpha Dec 05

Couchbase: All Eyes On The Fourth Quarter Results Now

Summary My hold rating on Couchbase remains due to concerns about meeting FY25 ARR growth targets despite positive developments in 3Q25 results. 3Q25 results showed revenue growth of ~13% y/y and improved adj EBITDA margin, but ARR growth decelerated, raising doubts about achieving 4Q25 guidance. Positive traction in Capella adoption and strong product innovation and partnerships are encouraging but insufficient to turn bullish without growth acceleration. The stock trades at a cheap valuation, but I'll only turn bullish if BASE reports acceleration in growth metrics for 4Q25. Read the full article on Seeking Alpha
Article d’analyse Nov 15

Here's Why We're Not At All Concerned With Couchbase's (NASDAQ:BASE) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Seeking Alpha Oct 29

Couchbase: Tremendous Salvage Value In This Discarded Database Play

Summary I’m initiating Couchbase at a Buy rating as the stock’s ~20% YTD fall has dropped the company's market cap below $1 billion. The stock is also trading at ~3x forward revenue, well below of its direct competitor MongoDB (which is trading at more than 9x revenue). The company’s new fully managed solution, Couchbase Capella, is helping to drive new customers to the platform. Couchbase also enjoys sky-high gross margins that are helping the company to scale to near breakeven on a pro forma basis. Read the full article on Seeking Alpha
Article d’analyse Oct 20

After Leaping 27% Couchbase, Inc. (NASDAQ:BASE) Shares Are Not Flying Under The Radar

Those holding Couchbase, Inc. ( NASDAQ:BASE ) shares would be relieved that the share price has rebounded 27% in the...
Article d’analyse Aug 20

Is There An Opportunity With Couchbase, Inc.'s (NASDAQ:BASE) 36% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Couchbase fair value estimate is US$28.39 Couchbase is...
Seeking Alpha Jun 19

Couchbase, Inc.: Rating Downgrade On Lowered Growth Expectations

Summary Investment rating downgraded from buy to hold due to concerns about competitive landscape and demand environment. 1Q25 results showed revenue growth, but ARR growth decelerated, and Capella customer additions slowed significantly. Valuation adjusted downwards to $14 in the near term, with a new multiple expectation of 2.3x due to increased competitive pressure and tough macro environment. Read the full article on Seeking Alpha
Article d’analyse Jun 07

Couchbase, Inc. (NASDAQ:BASE) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless

Couchbase, Inc. ( NASDAQ:BASE ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Jun 06

Couchbase Q1 Earnings: Strong Growth With A Step Towards Profitability

Summary We recap the Q1 earnings report from Couchbase. The company beat expectations while operating cash flow turned positive. Data-intensive AI applications have added a growth tailwind for the company's market opportunity. Read the full article on Seeking Alpha
Article d’analyse May 30

Here's Why We're Not At All Concerned With Couchbase's (NASDAQ:BASE) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Article d’analyse Apr 11

With Couchbase, Inc. (NASDAQ:BASE) It Looks Like You'll Get What You Pay For

When close to half the companies in the IT industry in the United States have price-to-sales ratios (or "P/S") below...
Seeking Alpha Mar 22

Couchbase: Possible Beat And Raise In FY25

Summary Couchbase's recent performance demonstrated strong revenue growth and improved profitability. The company operates in an attractive industry with room for growth. Management's guidance for FY25 is conservative, and a potential macro recovery could lead to surpassing expectations, which could lead to a beat-and-raise scenario. Read the full article on Seeking Alpha
Article d’analyse Feb 02

Is Couchbase, Inc. (NASDAQ:BASE) Trading At A 27% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Couchbase fair value estimate is US$35.62 Couchbase's US$26.18...
Article d’analyse Jan 03

Couchbase, Inc. (NASDAQ:BASE) Not Flying Under The Radar

When you see that almost half of the companies in the IT industry in the United States have price-to-sales ratios (or...

Analyse de la rémunération des PDG

Comment la rémunération de Matt Cain a-t-elle évolué par rapport aux bénéfices de Couchbase?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jul 31 2025n/an/a

-US$75m

Apr 30 2025n/an/a

-US$71m

Jan 31 2025US$9mUS$535k

-US$75m

Oct 31 2024n/an/a

-US$80m

Jul 31 2024n/an/a

-US$79m

Apr 30 2024n/an/a

-US$79m

Jan 31 2024US$11mUS$510k

-US$80m

Oct 31 2023n/an/a

-US$75m

Jul 31 2023n/an/a

-US$76m

Apr 30 2023n/an/a

-US$71m

Jan 31 2023US$2mUS$485k

-US$68m

Oct 31 2022n/an/a

-US$65m

Jul 31 2022n/an/a

-US$64m

Apr 30 2022n/an/a

-US$65m

Jan 31 2022US$6mUS$450k

-US$61m

Oct 31 2021n/an/a

-US$59m

Jul 31 2021n/an/a

-US$55m

Apr 30 2021n/an/a

-US$49m

Jan 31 2021US$2mUS$400k

-US$44m

Rémunération vs marché: La rémunération totale de Matt ($USD 8.69M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.29M ).

Rémunération et revenus: La rémunération de Matt a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Matt Cain (47 yo)

8.4yrs
Titularisation
US$8,685,250
Compensation

Mr. Matthew M. Cain, also known as Matt, has been the Chief Executive Officer at Couchbase, Inc. since April 12, 2017 and serves as its President since April 2017 and Chair since November 2022. Mr. Cain ha...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Matthew Cain
Chair, President & CEO8.4yrsUS$8.69m1.44%
$ 19.5m
Margaret Chow
Senior VP5.5yrsUS$2.08m0.35%
$ 4.7m
Huw Owen
Senior VP & Chief Revenue Officer3.3yrsUS$3.17m0.073%
$ 983.1k
Steve Yen
Co-Founderno datapas de donnéespas de données
Jan Lehnardt
Co-Founderno datapas de donnéespas de données
William Carey
VP, Interim CFO and Chief Accounting Officer2.4yrspas de données0.035%
$ 477.9k
Julie Irish
Senior VP & Chief Information Officer1.5yrspas de donnéespas de données
Josh Harbert
SVP & Chief Marketing Officer1.7yrspas de donnéespas de données
Fidelma Butler
Senior VP & Chief People Officer2.6yrspas de donnéespas de données
Scott Anderson
Senior Vice President of Cloud8.3yrspas de donnéespas de données
Matt McDonough
Senior Vice President of Productno datapas de donnéespas de données
Gopi Duddi
Senior Vice President of Engineering3.5yrspas de donnéespas de données
3.3yrs
Durée moyenne de l'emploi
47.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BASE est considérée comme expérimentée (ancienneté moyenne 3.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Matthew Cain
Chair, President & CEO8.4yrsUS$8.69m1.44%
$ 19.5m
Cadir Lee
Member of Advisory Boardno datapas de donnéespas de données
Carol Carpenter
Independent Non-Employee Director4.3yrsUS$237.65k0.031%
$ 422.1k
David Scott
Independent Non-Employee Director7yrsUS$239.15k0.051%
$ 686.6k
Frank Artale
Member of Advisory Boardno datapas de donnéespas de données
Richard Simonson
Lead Independent Non-Employee Director5.3yrsUS$268.90k0.076%
$ 1.0m
InSik Rhee
Member of Advisory Boardno datapas de donnéespas de données
Michael Olson
Member of Advisory Boardno datapas de donnéespas de données
Roy Fielding
Member of Advisory Boardno datapas de donnéespas de données
Robert Johnson
Member of Advisory Boardno datapas de donnéespas de données
Josh Berkus
Member of Advisory Boardno datapas de donnéespas de données
Richard Hipp
Member of Advisory Boardno datapas de donnéespas de données
6.1yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BASE sont considérés comme expérimentés (ancienneté moyenne 6.1 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/09/23 23:54
Cours de l'action en fin de journée2025/09/23 00:00
Les revenus2025/07/31
Revenus annuels2025/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Couchbase, Inc. est couverte par 7 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Kasthuri RanganGoldman Sachs
Sanjit SinghMorgan Stanley
Michael CikosNeedham & Company