Couchbase, Inc.

NasdaqGS:BASE 株式レポート

時価総額:US$1.4b

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Couchbase マネジメント

マネジメント 基準チェック /34

Couchbaseの CEO はMatt Cainで、 Apr2017年に任命され、 の在任期間は 8.42年です。 の年間総報酬は$ 8.69Mで、 6.2%給与と93.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.44%を直接所有しており、その価値は$ 19.45M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と6.1年です。

主要情報

Matt Cain

最高経営責任者

US$8.7m

報酬総額

CEO給与比率6.16%
CEO在任期間8.4yrs
CEOの所有権1.4%
経営陣の平均在職期間3.3yrs
取締役会の平均在任期間6.1yrs

経営陣の近況

分析記事 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
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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
分析記事 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
分析記事 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
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...

CEO報酬分析

Couchbase の収益と比較して、Matt Cain の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Mattの 総報酬 ($USD 8.69M ) は、 US市場 ($USD 5.53M ) の同規模の企業の平均を上回っています。

報酬と収益: Mattの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Matt Cain (47 yo)

8.4yrs
在職期間
US$8,685,250
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 dataデータなしデータなし
Jan Lehnardt
Co-Founderno dataデータなしデータなし
William Carey
VP, Interim CFO and Chief Accounting Officer2.4yrsデータなし0.035%
$ 477.9k
Julie Irish
Senior VP & Chief Information Officer1.5yrsデータなしデータなし
Josh Harbert
SVP & Chief Marketing Officer1.7yrsデータなしデータなし
Fidelma Butler
Senior VP & Chief People Officer2.6yrsデータなしデータなし
Scott Anderson
Senior Vice President of Cloud8.3yrsデータなしデータなし
Matt McDonough
Senior Vice President of Productno dataデータなしデータなし
Gopi Duddi
Senior Vice President of Engineering3.5yrsデータなしデータなし
3.3yrs
平均在職期間
47.5yo
平均年齢

経験豊富な経営陣: BASEの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Matthew Cain
Chair, President & CEO8.4yrsUS$8.69m1.44%
$ 19.5m
Cadir Lee
Member of Advisory Boardno dataデータなしデータなし
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 dataデータなしデータなし
Richard Simonson
Lead Independent Non-Employee Director5.3yrsUS$268.90k0.076%
$ 1.0m
InSik Rhee
Member of Advisory Boardno dataデータなしデータなし
Michael Olson
Member of Advisory Boardno dataデータなしデータなし
Roy Fielding
Member of Advisory Boardno dataデータなしデータなし
Robert Johnson
Member of Advisory Boardno dataデータなしデータなし
Josh Berkus
Member of Advisory Boardno dataデータなしデータなし
Richard Hipp
Member of Advisory Boardno dataデータなしデータなし
6.1yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: BASEの 取締役会経験豊富 であると考えられます ( 6.1年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2025/09/23 14:51
終値2025/09/23 00:00
収益2025/07/31
年間収益2025/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Couchbase, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Kasthuri RanganGoldman Sachs
Sanjit SinghMorgan Stanley
Michael CikosNeedham & Company