Couchbase, Inc.

NasdaqGS:BASE 株式レポート

時価総額: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 過去の業績

過去 基準チェック /06

Couchbaseの収益は年間平均-9.8%の割合で減少していますが、 IT業界の収益は年間 増加しています。収益は年間7.8% 15.1%割合で 増加しています。

主要情報

-9.79%

収益成長率

44.69%

EPS成長率

IT 業界の成長22.43%
収益成長率15.13%
株主資本利益率-60.66%
ネット・マージン-34.10%
前回の決算情報31 Jul 2025

最近の業績更新

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...

収支内訳

Couchbase の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:BASE 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Jul 25221-7520073
30 Apr 25215-7119271
31 Jan 25209-7519371
31 Oct 24205-8019269
31 Jul 24199-7918768
30 Apr 24190-7918167
31 Jan 24180-8017364
31 Oct 23172-7516563
31 Jul 23164-7615961
30 Apr 23161-7115259
31 Jan 23155-6814458
31 Oct 22148-6513756
31 Jul 22141-6413055
30 Apr 22130-6512254
31 Jan 22124-6111352
31 Oct 21118-5910749
31 Jul 21113-559946
30 Apr 21108-499142
31 Jan 21103-448639
31 Jan 2083-297332

質の高い収益: BASEは現在利益が出ていません。

利益率の向上: BASEは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: BASEは利益が出ておらず、過去 5 年間で損失は年間9.8%の割合で増加しています。

成長の加速: BASEの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: BASEは利益が出ていないため、過去 1 年間の収益成長をIT業界 ( 25.7% ) と比較することは困難です。


株主資本利益率

高いROE: BASEは現在利益が出ていないため、自己資本利益率 ( -60.66% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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 20:55
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。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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