Couchbase: All Eyes On The Fourth Quarter Results Now
Portfolio Pulse from
Couchbase's 3Q25 results showed revenue growth and improved EBITDA margin, but ARR growth deceleration raises concerns about meeting FY25 targets. Positive developments in Capella adoption and partnerships are noted, but growth acceleration is needed for a bullish outlook.

December 05, 2024 | 12:00 pm
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Couchbase's 3Q25 results show revenue growth and improved EBITDA margin, but ARR growth deceleration raises concerns about meeting FY25 targets. Positive developments in Capella adoption and partnerships are noted, but growth acceleration is needed for a bullish outlook.
The article highlights Couchbase's revenue growth and improved EBITDA margin, which are positive indicators. However, the deceleration in ARR growth raises concerns about meeting future targets, which tempers the positive outlook. The mention of Capella adoption and partnerships is encouraging but not enough to change the hold rating without further growth acceleration.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100