Earnings summaries and quarterly performance for Confluent.
Executive leadership at Confluent.
Board of directors at Confluent.
Research analysts who have asked questions during Confluent earnings calls.
Brad Zelnick
Credit Suisse
6 questions for CFLT
Also covers: ADBE, CHKP, CLBT +20 more
Raimo Lenschow
Barclays
6 questions for CFLT
Also covers: APPN, BASE, BIGC +35 more
Jason Ader
William Blair & Company
5 questions for CFLT
Also covers: AVPT, BASE, BLZE +12 more
Gregg Moskowitz
Mizuho
4 questions for CFLT
Also covers: CHKP, CRWD, CRWV +13 more
Matthew Hedberg
RBC Capital Markets
4 questions for CFLT
Also covers: ADSK, ALTR, BASE +28 more
Sanjit Singh
Morgan Stanley
4 questions for CFLT
Also covers: APPN, BASE, DDOG +13 more
Howard Ma
Guggenheim Securities, LLC
3 questions for CFLT
Also covers: BASE, CVLT, DDOG +7 more
Michael Turrin
Wells Fargo
3 questions for CFLT
Also covers: ADBE, ADSK, CRWV +29 more
Mike Cikos
Needham & Company, LLC
3 questions for CFLT
Also covers: AKAM, BASE, CGNT +19 more
Pinjalim Bora
JPMorgan Chase & Co.
3 questions for CFLT
Also covers: ASAN, BL, BOX +17 more
Rob Owens
Piper Sandler Companies
3 questions for CFLT
Also covers: CHKP, CRWD, DOCU +11 more
Rudy Kessinger
D.A. Davidson & Co.
3 questions for CFLT
Also covers: AKAM, BASE, CVLT +11 more
Eric Heath
KeyBanc Capital Markets
2 questions for CFLT
Also covers: CRWD, CVLT, DDOG +9 more
James Wood
TD Cowen
2 questions for CFLT
Also covers: BRZE, DOMO, IOT +4 more
Mark Murphy
JPMorgan Chase & Co.
2 questions for CFLT
Also covers: ADBE, AKAM, CRM +23 more
Michael Cikos
Needham & Company
2 questions for CFLT
Also covers: AI, BASE, BLZE +20 more
Ryan MacWilliams
Barclays
2 questions for CFLT
Also covers: AUDC, BAND, BRZE +16 more
Sandhya Singh
Morgan Stanley
2 questions for CFLT
Alex Zukin
Wolfe Research LLC
1 question for CFLT
Also covers: ADBE, ASAN, DAY +25 more
Brad Reback
Stifel
1 question for CFLT
Also covers: ASUR, DAY, DDOG +10 more
Derrick Wood
TD Cowen
1 question for CFLT
Also covers: APPN, AVPT, BRZE +13 more
Ittai Kidron
Oppenheimer & Company
1 question for CFLT
Also covers: BASE, BLZE, CRWD +13 more
Kasthuri Rangan
Goldman Sachs
1 question for CFLT
Also covers: ADBE, BASE, CRM +21 more
Mark Cash
Raymond James
1 question for CFLT
Also covers: ARLO, FROG, GTLB +5 more
Peter Weed
Bernstein
1 question for CFLT
Also covers: GTLB, NOW, OKTA +4 more
William Kingsley Crane
Canaccord Genuity
1 question for CFLT
Also covers: AI, ALAR, BB +9 more
W. Miller Jump
Truist Securities
1 question for CFLT
Also covers: BASE, DT, ESTC +5 more
Recent press releases and 8-K filings for CFLT.
Confluent to be acquired by IBM
CFLT
M&A
Takeover Bid
- IBM announced on December 8, 2025, a definitive agreement to acquire Confluent, Inc..
- IBM will acquire all outstanding common shares of Confluent for $31 per share, representing an enterprise value of $11 billion.
- The transaction is expected to be accretive to adjusted EBITDA within the first full year and to free cash flow in year two, post close.
- Confluent may be required to pay a termination fee of $453,600,000 to IBM under specific circumstances.
Dec 8, 2025, 1:12 PM
IBM Nears $11 Billion Confluent Acquisition
CFLT
M&A
New Projects/Investments
Takeover Bid
- IBM is reportedly nearing an $11 billion deal to acquire Confluent, a data infrastructure company known for its real-time data streaming technology.
- The acquisition price implies a 37% premium over Confluent's recent closing share price, with after-hours trading showing a 22% increase to $28.60 per share.
- This potential acquisition would be one of IBM's largest in recent years, strategically bolstering its capabilities in data management and AI infrastructure.
- Despite growing revenues, Confluent's shares have declined since its 2021 IPO and the company has experienced financial losses.
Dec 8, 2025, 3:11 AM
Confluent Launches Real-Time Context Engine and Confluent Intelligence
CFLT
Product Launch
- Confluent Inc. has launched the Real-Time Context Engine and Confluent Intelligence, advanced AI platforms integrated into its Confluent Cloud.
- These new services provide real-time, structured data and continuous context to AI agents and applications, leveraging the Model Context Protocol (MCP).
- The Real-Time Context Engine enhances AI decision-making with real-time insights, governance, and auditability, while Confluent Intelligence facilitates the creation of event-driven AI agents with minimal coding and robust observability.
- Confluent's solutions aim to overcome the limitations of traditional batch processing by enabling AI systems to operate on live, dynamic data, thereby improving operational capabilities and responsiveness.
Oct 29, 2025, 7:31 PM
Confluent Announces Confluent Intelligence, Private Cloud, and TableFlow Enhancements at Current 2025
CFLT
Product Launch
New Projects/Investments
- Confluent launched Confluent Intelligence, a new offering that integrates context data, streaming agents, and traditional machine learning models to build intelligent systems and automate business tasks.
- Key product announcements include the early access release of a real-time context engine for low-latency data access for AI systems, Queues for Kafka in open preview for message queue semantics on Kafka topics, and Confluent Private Cloud for self-managed cloud-like Kafka environments, which can reduce operational costs by over 50%.
- TableFlow received major enhancements, including general availability for Delta format with Unity Catalog support, upserts, dead-letter queues, encryption, and early access on Azure, aiming to reduce analytical processing costs by 30% or more.
- New strategic partnerships were announced with Anthropic to enhance AI model context and with Salesforce to power Salesforce Data Cloud with real-time data and enable AI-driven customer experiences through streaming agents.
Oct 29, 2025, 4:00 PM
Confluent Launches Confluent Intelligence
CFLT
Product Launch
New Projects/Investments
- Confluent announced the launch of Confluent Intelligence, a unified platform built on Confluent Cloud to provide the fastest path to building and powering context-rich, real-time artificial intelligence (AI).
- The platform continuously streams and processes historic and real-time data, delivering this context directly into AI applications for more reliable, secure, and highly scalable AI workloads.
- Key capabilities include the Real-Time Context Engine (Early Access) for streaming structured context, Streaming Agents (Open Preview) for building event-driven agents natively on Flink, and built-in machine learning (ML) functions (General Availability) for data science tasks.
- Confluent is deepening its collaboration with Anthropic, making Claude the default large language model (LLM) on Streaming Agents, natively integrating it within Confluent’s data streaming platform.
Oct 29, 2025, 3:00 PM
Confluent Reports Strong Q3 2025 Results and Provides Q4 2025 Guidance
CFLT
Earnings
Guidance Update
New Projects/Investments
- Confluent reported Q3 2025 revenue of $298.5 million, a 19.3% year-over-year increase, and adjusted earnings per share of $0.13, both surpassing analyst estimates.
- The company demonstrated improved profitability, with its operating margin narrowing to -27.9% in Q3 2025 and free cash flow margin rising to 8.2%.
- Despite strong Q3 performance, Confluent's Q4 2025 revenue guidance of approximately $296 million is about 3% below analyst estimates, though Q4 2025 adjusted EPS guidance of $0.10 is slightly above estimates.
- Confluent continues to expand its customer base, with 1,487 customers paying over $100,000 annually, and its Cloud offering now accounts for 54% of total revenue.
Oct 27, 2025, 9:08 PM
Confluent Reports Strong Q3 2025 Results and Provides Q4 and FY 2025 Guidance
CFLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Confluent reported strong Q3 2025 financial results, with subscription revenue growing 19% to $286 million and Confluent Cloud revenue increasing 24% to $161 million. The non-GAAP operating margin expanded to 9.7%, and net income per share was $0.13.
- The company demonstrated significant customer growth and engagement, achieving the largest sequential net add in 100k+ ARR customers in two years (totaling 1,487) and accelerating 1M+ ARR customer growth by 27% to 234. The Net Retention Rate (NRR) stabilized at 114%.
- Strategic initiatives, including the acceleration of new use cases into production and robust adoption of Flink, contributed to growth, with Flink ARR for Confluent Cloud growing over 70% sequentially and now serving more than 1,000 customers. The company also reported 43% RPO growth, enhancing future revenue visibility.
- For Q4 2025, Confluent expects subscription revenue between $295.5 million and $296.5 million (approximately 18% growth) and non-GAAP net income per diluted share between $0.09 and $0.10. The full fiscal year 2025 outlook projects subscription revenue between $1,113.5 million and $1,114.5 million (approximately 21% growth).
Oct 27, 2025, 8:30 PM
Confluent Announces Strong Q3 2025 Results and Provides Q4 and Full-Year Guidance
CFLT
Earnings
Guidance Update
New Projects/Investments
- Confluent reported strong Q3 2025 results, with subscription revenue growing 19% to $286 million and Confluent Cloud revenue increasing 24% to $161 million.
- The company demonstrated significant operating leverage, with non-GAAP operating margin expanding to 9.7% and adjusted free cash flow margin rising to 8.2%.
- Customer growth was robust, marked by the largest sequential net add in $100,000+ ARR customers in two years, reaching 1,487, and $1 million+ ARR customers growing 27% to 234. The net retention rate stabilized at 114%.
- Flink, a key Data Streaming Platform product, showed strong momentum with Q3 Flink ARR for Confluent Cloud growing over 70% sequentially and now serving more than 1,000 customers.
- For Q4 2025, Confluent expects subscription revenue between $295.5 million and $296.5 million and non-GAAP net income per diluted share of $0.09 to $0.10. The company also provided full-year 2025 guidance, projecting subscription revenue between $1.1135 billion and $1.1145 billion.
Oct 27, 2025, 8:30 PM
Confluent Reports Q3 2025 Financial Results
CFLT
Earnings
Revenue Acceleration/Inflection
- Confluent reported Q3 2025 subscription revenue of $286.3 million, representing a 19% year-over-year increase, with Confluent Cloud revenue reaching $161.0 million, up 24% year-over-year.
- The company achieved a Non-GAAP operating margin of 9.7% and an Adjusted Free Cash Flow margin of 8.2% in Q3 2025.
- Customers with over $1 million in Annual Recurring Revenue (ARR) grew to 234 in Q3 2025, marking a 27% year-over-year increase.
- Confluent's total addressable market (TAM) is estimated to be over $100 billion for 2025.
- As of Q3 2025, Confluent had 3,263 employees.
Oct 27, 2025, 8:30 PM
Confluent Announces Strong Q3 2025 Results and Provides Q4 2025 Guidance
CFLT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Confluent reported strong Q3 2025 financial results, with subscription revenue growing 19% to $286.3 million and Confluent Cloud revenue increasing 24% to $161 million.
- The company achieved a non-GAAP operating margin of 9.7%, an expansion of 340 basis points, and net income per share of $0.13 for Q3 2025.
- Customer growth was robust, with the $100K+ ARR customer count increasing by 48 sequentially to 1,487 and $1 million+ ARR customers growing 27% to 234.
- Confluent provided Q4 2025 guidance, expecting subscription revenue between $295.5 million and $296.5 million and non-GAAP net income per diluted share between $0.09 and $0.10.
- Operational highlights include Flink ARR for Confluent Cloud growing over 70% sequentially and RPO growth accelerating to 43%. The company also noted that partner-sourced deals accounted for over 25% of new business over the last 12 months.
Oct 27, 2025, 8:30 PM
Quarterly earnings call transcripts for Confluent.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more