The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Jason Ader - William Blair & Company - Analyst
: Yeah. Sounds good.
Question: Jason Ader - William Blair & Company - Analyst
: All right. Great presentation. I think that was, I'm sure very helpful, for folks in the audience that are not that technical.
If we want to get a little bit deeper in the technology, though, it would be helpful, I think, to understand how do you guys really differentiate your
product versus a Mongo, a cloud database. I think it's clear on the Oracle relational stuff how you're different. But there's a lot of these NoSQL
players. And it'd be, I think, helpful to understand why somebody -- why you win when you win.
Question: Jason Ader - William Blair & Company - Analyst
: Great. Let's maybe talk about your go-to market strategy, and then maybe we can pull in Capella and what you guys have done with Capella and
how that's really sort of still early days but has a lot of momentum.
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JUNE 08, 2023 / 3:00PM, BASE.OQ - Couchbase Inc at William Blair Growth Stock Conference
Question: Jason Ader - William Blair & Company - Analyst
: What metrics have you disclosed on Capella and where do you think it could get to in terms of mix?
Question: Jason Ader - William Blair & Company - Analyst
: And are you incentivizing the sales force?
Question: Jason Ader - William Blair & Company - Analyst
: And what are some of the financial implications as you increase the mix and your business from Capella?
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JUNE 08, 2023 / 3:00PM, BASE.OQ - Couchbase Inc at William Blair Growth Stock Conference
Question: Jason Ader - William Blair & Company - Analyst
: And from a margin perspective, how does that look?
Question: Jason Ader - William Blair & Company - Analyst
: Got you. And from a revenue perspective, because it's gradable, it's going to create a little bit of headwind, right? So ARR is probably the best metric
to look at.
Question: Jason Ader - William Blair & Company - Analyst
: And the last question for me and then I'm going to open it up to the crowd here. Just maybe a quick recap of the quarter. The stock was down a
fair amount. What do you think happened there? And what do you want to leave investors with on the core?
Question: Jason Ader - William Blair & Company - Analyst
: Great. Any questions from the crowd here? Yeah.
Unidentified Participant
(inaudible - microphone inaccessible)
Question: Jason Ader - William Blair & Company - Analyst
: We have to wrap up, but -- and we're going to continue the conversation upstairs in Burnham? Burnham A. And thank you, Matt, and thank you,
guys, for coming.
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JUNE 08, 2023 / 3:00PM, BASE.OQ - Couchbase Inc at William Blair Growth Stock Conference
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