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年第三季度業績會議記錄摘要：
Financial Performance:
財務表現：
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報告2025年第三季度ARR達到22030萬元，同比增長17%，第三季度營業收入達到5160萬元，同比增長13%。
第三季度非公認會計准則運營虧損爲350萬美元，較上年有所改善。
專業服務營收同比大幅增長28%。
Business Progress:
業務進展：
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個新標識，顯示新客戶增長強勁。
Capella消費和遷移取得重大進展，Capella現在佔總ARR的15.1%。
跨多個行業的重要客戶獲勝，包括政府、arvr遊戲和金融科技，展示了該平台的廣泛適用性。
公司歷史上最大規模的Capella遷移發生在本季度，標誌着一個里程碑，並支持未來的營業收入增長。
Opportunities:
機會：
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.
持續強勁的Capella需求表明了更多企業選擇其以實現可擴展性和性能方面的重大增長機遇。
引入Capella人工智能服務增強了Couchbase的產品系列，可能吸引更多需要集成人工智能能力的客戶。
Risks:
風險：
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.
經濟波動可能會影響升級銷售和遷移時間表，從而影響營業收入增長和Capella的擴張。
在Q4依賴大型帳戶續約如果未如預期發生，可能會對財務表現產生影響，引入風險。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
