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Harshil Thakkar

Senior Equity Research Analyst at Oppenheimer & Co. Inc.

Harshil Thakkar is a Senior Equity Research Analyst at Oppenheimer & Co. Inc., specializing in covering the biotechnology and biopharmaceutical sectors. He focuses on companies such as Biogen, Gilead Sciences, Amgen, and other leading names in innovative therapeutics, with a proven track record of accurately predicting stock movements and delivering positive returns as reflected in analyst rating platforms. Thakkar began his Wall Street career in the early 2010s and spent time at Cantor Fitzgerald and B. Riley Securities before joining Oppenheimer in 2023, bringing extensive experience in healthcare equity research. He holds several credentials including FINRA Series 7, 63, and 86/87 licenses, establishing his professional standing and regulatory compliance within the industry.

Harshil Thakkar's questions to Couchbase (BASE) leadership

Question · Q3 2025

Harshil Thakkar, on for Ittai Kidron, asked about the divergence between the Q4 revenue growth guidance and the higher ARR and RPO growth. He questioned when revenue growth might realign with ARR growth, especially as the Capella mix increases.

Answer

CFO Gregory Henry explained that the divergence is partly due to the increasing mix of Capella, including the largest-ever migration in Q3. Capella's consumption-based model pushes revenue recognition out compared to upfront enterprise licenses. He stated that revenue will eventually catch up and that as long as ARR grows faster than revenue, it's a positive indicator of future performance.

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