Couchbase, Inc. (BASE) Q3 2025 Earnings Call Transcript Summary
Couchbase, Inc. (BASE) Q3 2025 Earnings Call Transcript Summary
Professional services revenue saw a significant increase, up 28% year-over-year.The following is a summary of the Couchbase, Inc. (BASE) Q3 2025 Earnings Call Transcript:
以下是Couchbase, Inc. (BASE) 2025年第三季度业绩会议记录摘要：
Financial Performance:
财务表现：
Couchbase reported an ARR of $220.3 million, a 17% increase year-over-year, with Q3 revenue reaching $51.6 million, a 13% year-over-year increase.
Non-GAAP operating loss was $3.5 million for the third quarter, an improvement from the previous year.
Professional services revenue saw a significant increase, up 28% year-over-year.
Couchbase报告2025年第三季度ARR达到22030万元，同比增长17%，第三季度营业收入达到5160万元，同比增长13%。
第三季度非公认会计准则运营亏损为350万美元，较上年有所改善。
专业服务营收同比大幅增长28%。
Business Progress:
业务进展：
Couchbase added 34 new logos in Q3, indicating strong new customer growth.
Significant progress in Capella consumption and migrations, with Capella now representing 15.1% of total ARR.
Major customer wins across several industries including government, gaming, and fintech, demonstrating the platform's broad applicability.
Largest Capella migration in company history occurred this quarter, marking a milestone and supporting future revenue growth.
Couchbase在第三季度增加了34个新标识，显示新客户增长强劲。
Capella消费和迁移取得重大进展，Capella现在占总ARR的15.1%。
跨多个行业的重要客户获胜，包括政府、arvr游戏和金融科技，展示了该平台的广泛适用性。
公司历史上最大规模的Capella迁移发生在本季度，标志着一个里程碑，并支持未来的营业收入增长。
Opportunities:
机会：
Continued strong demand for Capella suggests significant growth opportunities as more enterprises choose it for scalability and performance.
Introduction of Capella AI Services enhances Couchbase's offerings, potentially attracting more customers needing integrated AI capabilities.
持续强劲的Capella需求表明了更多企业选择其以实现可扩展性和性能方面的重大增长机遇。
引入Capella人工智能服务增强了Couchbase的产品系列，可能吸引更多需要集成人工智能能力的客户。
Risks:
风险：
Economic fluctuations could impact upsell and migration timelines, affecting revenue growth and Capella's expansion.
The dependency on large account renewals in Q4 introduces risk if these do not materialize as projected, potentially impacting financial performance.
经济波动可能会影响升级销售和迁移时间表，从而影响营业收入增长和Capella的扩张。
在Q4依赖大型账户续约如果未如预期发生，可能会对财务表现产生影响，引入风险。
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提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。