Couchbase, Inc.

NasdaqGS:BASE Stok Raporu

Piyasa değeri: 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 Yönetim

Yönetim kriter kontrolleri 3/4

Couchbase CEO'su Matt Cain, Apr2017 tarihinde atandı, in görev süresi 8.42 yıldır. in toplam yıllık tazminatı $ 8.69M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.2% maaş ve 93.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.44% ine doğrudan sahiptir ve bu hisseler $ 19.45M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.3 yıl ve 6.1 yıldır.

Anahtar bilgiler

Matt Cain

İcra Kurulu Başkanı

US$8.7m

Toplam tazminat

CEO maaş yüzdesi6.16%
CEO görev süresi8.4yrs
CEO sahipliği1.4%
Yönetim ortalama görev süresi3.3yrs
Yönetim Kurulu ortalama görev süresi6.1yrs

Son yönetim güncellemeleri

Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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.
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

Matt Cain'un ücretlendirmesi Couchbase'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Matt 'nin toplam tazminatı ($USD 8.69M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.53M ).

Tazminat ve Kazançlar: Matt 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Matt Cain (47 yo)

8.4yrs
Görev süresi
US$8,685,250
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 dataVeri yokVeri yok
Jan Lehnardt
Co-Founderno dataVeri yokVeri yok
William Carey
VP, Interim CFO and Chief Accounting Officer2.4yrsVeri yok0.035%
$ 477.9k
Julie Irish
Senior VP & Chief Information Officer1.5yrsVeri yokVeri yok
Josh Harbert
SVP & Chief Marketing Officer1.7yrsVeri yokVeri yok
Fidelma Butler
Senior VP & Chief People Officer2.6yrsVeri yokVeri yok
Scott Anderson
Senior Vice President of Cloud8.3yrsVeri yokVeri yok
Matt McDonough
Senior Vice President of Productno dataVeri yokVeri yok
Gopi Duddi
Senior Vice President of Engineering3.5yrsVeri yokVeri yok
3.3yrs
Ortalama Görev Süresi
47.5yo
Ortalama Yaş

Deneyimli Yönetim: BASE 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Matthew Cain
Chair, President & CEO8.4yrsUS$8.69m1.44%
$ 19.5m
Cadir Lee
Member of Advisory Boardno dataVeri yokVeri yok
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 dataVeri yokVeri yok
Richard Simonson
Lead Independent Non-Employee Director5.3yrsUS$268.90k0.076%
$ 1.0m
InSik Rhee
Member of Advisory Boardno dataVeri yokVeri yok
Michael Olson
Member of Advisory Boardno dataVeri yokVeri yok
Roy Fielding
Member of Advisory Boardno dataVeri yokVeri yok
Robert Johnson
Member of Advisory Boardno dataVeri yokVeri yok
Josh Berkus
Member of Advisory Boardno dataVeri yokVeri yok
Richard Hipp
Member of Advisory Boardno dataVeri yokVeri yok
6.1yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BASE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2025/09/23 14:12
Gün Sonu Hisse Fiyatı2025/09/23 00:00
Kazançlar2025/07/31
Yıllık Kazançlar2025/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Couchbase, Inc. 7 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Kasthuri RanganGoldman Sachs
Sanjit SinghMorgan Stanley
Michael CikosNeedham & Company