Couchbase, Inc.

Report azionario NasdaqGS:BASE

Capitalizzazione di mercato: 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 Gestione

Criteri Gestione verificati 3/4

Couchbase Il CEO è Matt Cain, nominato in Apr2017, e ha un mandato di 8.42 anni. la retribuzione annua totale è $ 8.69M, composta da 6.2% di stipendio e 93.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.44% delle azioni della società, per un valore di $ 19.45M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 6.1 anni.

Informazioni chiave

Matt Cain

Amministratore delegato

US$8.7m

Compenso totale

Percentuale dello stipendio del CEO6.16%
Mandato del CEO8.4yrs
Proprietà del CEO1.4%
Durata media del management3.3yrs
Durata media del Consiglio di amministrazione6.1yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Matt Cain rispetto agli utili di Couchbase?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Matt ($USD 8.69M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.53M ).

Compensazione vs guadagni: La retribuzione di Matt è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Matt Cain (47 yo)

8.4yrs
Mandato
US$8,685,250
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 dataNessun datoNessun dato
Jan Lehnardt
Co-Founderno dataNessun datoNessun dato
William Carey
VP, Interim CFO and Chief Accounting Officer2.4yrsNessun dato0.035%
$ 477.9k
Julie Irish
Senior VP & Chief Information Officer1.5yrsNessun datoNessun dato
Josh Harbert
SVP & Chief Marketing Officer1.7yrsNessun datoNessun dato
Fidelma Butler
Senior VP & Chief People Officer2.6yrsNessun datoNessun dato
Scott Anderson
Senior Vice President of Cloud8.3yrsNessun datoNessun dato
Matt McDonough
Senior Vice President of Productno dataNessun datoNessun dato
Gopi Duddi
Senior Vice President of Engineering3.5yrsNessun datoNessun dato
3.3yrs
Durata media
47.5yo
Età media

Gestione esperta: Il team dirigenziale di BASE è considerato esperto (durata media dell'incarico 3.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Matthew Cain
Chair, President & CEO8.4yrsUS$8.69m1.44%
$ 19.5m
Cadir Lee
Member of Advisory Boardno dataNessun datoNessun dato
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 dataNessun datoNessun dato
Richard Simonson
Lead Independent Non-Employee Director5.3yrsUS$268.90k0.076%
$ 1.0m
InSik Rhee
Member of Advisory Boardno dataNessun datoNessun dato
Michael Olson
Member of Advisory Boardno dataNessun datoNessun dato
Roy Fielding
Member of Advisory Boardno dataNessun datoNessun dato
Robert Johnson
Member of Advisory Boardno dataNessun datoNessun dato
Josh Berkus
Member of Advisory Boardno dataNessun datoNessun dato
Richard Hipp
Member of Advisory Boardno dataNessun datoNessun dato
6.1yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BASE sono considerati esperti (durata media dell'incarico 6.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/09/23 20:55
Prezzo dell'azione a fine giornata2025/09/23 00:00
Utili2025/07/31
Utili annuali2025/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Couchbase, Inc. è coperta da 7 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Kasthuri RanganGoldman Sachs
Sanjit SinghMorgan Stanley
Michael CikosNeedham & Company