The earnings call highlighted a strong start to fiscal 2026 with significant growth in ARR and Capella adoption, driven by strategic account engagement and innovation in AI and edge capabilities. However, challenges such as a decline in customer count, professional service revenue, and negative operating cash flow were noted.

Company Guidance -

Q1 2026

During Couchbase, Inc.'s first quarter 2026 earnings call, the company reported impressive results that exceeded expectations across several key metrics. Total Annual Recurring Revenue (ARR) reached $252.1 million, representing a 21% increase year-over-year and a 6% rise sequentially, driven by strong momentum in large strategic accounts and Capella adoption. Net new ARR was $14.2 million, showcasing a growth of over 300% compared to the previous year. The company achieved a total revenue of $56.5 million, a 10% increase year-over-year, and recorded a non-GAAP operating loss of $4.2 million. Capella ARR, a key growth driver, surged by 84% year-over-year to $44 million, making up 17.4% of the total ARR. Additionally, the company maintained a dollar-based net retention rate greater than 114% and ended the quarter with 937 customers. Looking ahead, Couchbase, Inc. raised its full-year revenue and ARR outlook, with expectations of continued growth driven by strategic opportunities, Capella adoption, and product innovations.

Strong Start to Fiscal 2026

Couchbase, Inc. exceeded the high end of its guidance ranges, with first quarter ARR of $252.1 million, up 21% year over year, and net new ARR of $14.2 million, up more than 300% year over year.

Capella Adoption and Growth

Capella ARR increased over 80% year over year, with a 14% sequential increase from last quarter, driven by migrations, application growth, and strong credit consumption.

Strategic Account Growth

The company capitalized on deepening engagement with strategic accounts, including wins in industries such as energy, defense, healthcare, and sports.

Innovations in AI and Edge Capabilities

Couchbase launched Couchbase Edge Server and enhanced AI capabilities, including high-performance vector database for AI applications.

Couchbase (BASE) Earnings, Revenues Date & History

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BASE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 2025	2026 (Q2)	-0.06 / -	-0.06	―	―	―
Jun 03, 2025	2026 (Q1)	-0.08 / -0.06	-0.1	40.00% (+0.04)
Feb 25, 2025	2025 (Q4)	-0.08 / -0.02	-0.06	66.67% (+0.04)
Dec 03, 2024	2025 (Q3)	-0.08 / -0.05	-0.08	37.50% (+0.03)
Sep 04, 2024	2025 (Q2)	-0.09 / -0.06	-0.17	64.71% (+0.11)
Jun 05, 2024	2025 (Q1)	-0.15 / -0.10	-0.27	62.96% (+0.17)
Mar 05, 2024	2024 (Q4)	-0.14 / -0.06	-0.18	66.67% (+0.12)
Dec 06, 2023	2024 (Q3)	-0.18 / -0.08	-0.22	63.64% (+0.14)
Sep 06, 2023	2024 (Q2)	-0.22 / -0.17	-0.19	10.53% (+0.02)
Jun 06, 2023	2024 (Q1)	-0.32 / -0.27	-0.32	15.62% (+0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BASE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 03, 2025	$18.56	$19.13	+3.07%
Feb 25, 2025	$16.25	$18.26	+12.37%
Dec 03, 2024	$21.12	$16.49	-21.92%
Sep 04, 2024	$18.99	$16.10	-15.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.