Confluent, Inc. (CFLT) is a technology company specializing in real-time data streaming platforms that enable organizations to process and manage data as it is generated. The company provides tools and services that help businesses build data-driven applications, improve operational efficiency, and enhance customer experiences. Confluent's offerings are designed to differentiate from open-source alternatives by focusing on ease of use, expanded functionality, and product innovation.
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Subscription Revenue - Offers access to Confluent Platform and Confluent Cloud, enabling customers to build and operate real-time data streaming applications.
- Confluent Platform - Provides on-premises and hybrid solutions for managing and processing real-time data streams.
- Confluent Cloud - Delivers a fully managed, cloud-native data streaming service for seamless scalability and integration.
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Services Revenue - Provides professional services and training to help customers implement and optimize their use of Confluent's data streaming solutions.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Jay Kreps ExecutiveBoard | CEO and Chairman | None | Co-founder of Confluent and one of the original creators of Apache Kafka. Has led Confluent since its inception in September 2014. | View Report → |
Erica Schultz Executive | President, Field Operations | Board Member at Amplitude, Inc.; Vice Chair of Dartmouth College Trustees | Joined Confluent in October 2019. Oversees global sales and field operations. Previously held senior roles at New Relic, LivePerson, and Oracle. | |
Rohan Sivaram Executive | CFO | None | Joined Confluent in October 2020. Promoted to CFO in August 2023. Previously held senior finance roles at Palo Alto Networks and Symantec. | |
Stephanie Buscemi Executive | Chief Marketing Officer | None | Joined Confluent in March 2021. Former CMO at Salesforce and held senior marketing roles at IHS Markit, SAP, and Hyperion. | |
Alyssa Henry Board | Director | Board Member at Intel Corporation | Joined Confluent's Board in May 2021. Former CEO of Square (Block, Inc.) and VP at Amazon Web Services. | |
Eric Vishria Board | Director | General Partner at Benchmark; Board Member at Amplitude, Inc. | Joined Confluent's Board in September 2014. General Partner at Benchmark and serves on the boards of several technology companies. | |
Greg Schott Board | Director | None | Joined Confluent's Board in June 2020. Former CEO of MuleSoft and held leadership roles at Salesforce. | |
Jonathan Chadwick Board | Director | Board Member at Zoom Video Communications, ServiceNow, and Samsara | Joined Confluent's Board in August 2019. Former CFO at VMware and Skype. Extensive experience in financial and operational leadership. | |
Lara Caimi Board | Director | President of Worldwide Field Operations at Samsara Inc.; Board Member at ServiceNow, Samsara, and Zoom Video Communications | Joined Confluent's Board in December 2020. Extensive leadership experience in software and field operations. Former Chief Customer and Partner Officer at ServiceNow. | |
Matthew Miller Board | Director | Partner at Sequoia Capital | Joined Confluent's Board in March 2017. Partner at Sequoia Capital, with extensive experience in venture capital and technology investments. | |
Michelangelo Volpi Board | Director | Director at Sonos, Aurora Innovation, and Ferrari N.V. | Joined Confluent's Board in April 2015. Retired Partner at Index Ventures. Extensive experience in venture capital and technology leadership. | |
Neha Narkhede Board | Director | CEO of Oscilar, Inc. | Co-founder of Confluent and served as Chief Technology and Product Officer until December 2019. Currently CEO of Oscilar, a risk management platform. |
- The company mentioned a one-time low seven-figure revenue benefit in Q3; can you specify the exact amount and explain how it impacted Confluent Cloud revenue growth this quarter?
- Net Revenue Retention (NRR) was 117% in Q3, which is lower than some industry benchmarks; what strategies are you implementing to improve NRR and drive higher expansion within your existing customer base?
- You highlighted over 90% win rates against startup competitors, including renewals; excluding renewals, how do your win rates compare, and are you facing any increased competition affecting new customer acquisitions?
- Unlike previous years, you're not providing early guidance for fiscal year 2025; given the macroeconomic uncertainties and the stabilization trends you've noted, what factors are causing you to withhold guidance, and should investors be concerned about potential headwinds next year?
- Regarding the WarpStream acquisition, you stated it won't have a material impact on financials in fiscal year 2024 but expect it to be a growth driver over time; can you provide specifics on when WarpStream will meaningfully contribute to revenue and how it will be integrated to drive adoption across your customer base?
Research analysts who have asked questions during Confluent earnings calls.
Brad Zelnick
Credit Suisse
6 questions for CFLT
Raimo Lenschow
Barclays
6 questions for CFLT
Jason Ader
William Blair & Company
5 questions for CFLT
Gregg Moskowitz
Mizuho
4 questions for CFLT
Matthew Hedberg
RBC Capital Markets
4 questions for CFLT
Sanjit Singh
Morgan Stanley
4 questions for CFLT
Howard Ma
Guggenheim Securities, LLC
3 questions for CFLT
Michael Turrin
Wells Fargo
3 questions for CFLT
Mike Cikos
Needham & Company, LLC
3 questions for CFLT
Pinjalim Bora
JPMorgan Chase & Co.
3 questions for CFLT
Rob Owens
Piper Sandler Companies
3 questions for CFLT
Rudy Kessinger
D.A. Davidson & Co.
3 questions for CFLT
Eric Heath
KeyBanc Capital Markets
2 questions for CFLT
James Wood
TD Cowen
2 questions for CFLT
Mark Murphy
JPMorgan Chase & Co.
2 questions for CFLT
Michael Cikos
Needham & Company
2 questions for CFLT
Ryan MacWilliams
Barclays
2 questions for CFLT
Sandhya Singh
Morgan Stanley
2 questions for CFLT
Alex Zukin
Wolfe Research LLC
1 question for CFLT
Brad Reback
Stifel
1 question for CFLT
Derrick Wood
TD Cowen
1 question for CFLT
Ittai Kidron
Oppenheimer & Company
1 question for CFLT
Kasthuri Rangan
Goldman Sachs
1 question for CFLT
Mark Cash
Raymond James
1 question for CFLT
Peter Weed
Bernstein
1 question for CFLT
William Kingsley Crane
Canaccord Genuity
1 question for CFLT
W. Miller Jump
Truist Securities
1 question for CFLT
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
WarpStream Labs, Inc. | 2024 | Confluent acquired WarpStream Labs to integrate its BYOC data streaming solution into its portfolio, valued at $135.1 million (comprising $132.5 million in cash and $2.6 million in stock) with additional holdback agreements and technology/talent assets aimed at expanding their market reach for high-scale workloads. |
Immerok GmbH | 2023 | Confluent acquired all of Immerok GmbH's outstanding shares for $54.9 million in cash, including holdback agreements of up to $52.3 million, to bolster its stream processing capabilities with Apache Flink, integrating vital technology and talent for future commercial product releases. |
Recent press releases and 8-K filings for CFLT.
- 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.
- 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.
- 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.
- 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).
- 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.
- 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.
- 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.
- Confluent reported strong Q3 2025 financial results, with subscription revenue growing 19% to $286 million and Confluent Cloud revenue growing 24% to $161 million. The non-GAAP operating margin expanded to 9.7%.
- Customer acquisition showed significant momentum, with the largest sequential increase in two years for $100K+ ARR customers, reaching 1,487. The $1 million+ ARR customer count grew 27% to 234.
- The company's Flink product demonstrated strong traction, with Flink ARR for Confluent Cloud growing over 70% sequentially and now serving more than 1,000 customers.
- Confluent provided Q4 2025 guidance for subscription revenue between $295.5 million and $296.5 million and non-GAAP net income per diluted share between $0.09 and $0.10. For fiscal year 2025, subscription revenue is expected to be between $1.1135 billion and $1.1145 billion, with non-GAAP net income per diluted share between $0.39 and $0.40.
- Confluent reported Q3 2025 total revenue of $298.5 million, an increase of 19% year over year, driven by subscription revenue of $286.3 million (up 19% year over year) and Confluent Cloud revenue of $161 million (up 24% year over year).
- The company achieved Non-GAAP operating income of $29.1 million (a 9.7% Non-GAAP operating margin) and Non-GAAP net income per diluted share of $0.13 for Q3 2025.
- Confluent ended the quarter with 1,487 customers contributing $100,000 or greater in ARR, representing a 10% year-over-year increase.
- For Q4 2025, Confluent anticipates subscription revenue between $295.5 million and $296.5 million and Non-GAAP net income per diluted share between $0.09 and $0.10.
- Confluent (CFLT) reported strong third quarter 2025 financial results, with subscription revenue of $286 million, up 19% year over year, and total revenue of $298.5 million, also up 19% year over year.
- Confluent Cloud revenue grew 24% year over year to $161 million in Q3 2025.
- The company achieved Non-GAAP Net Income Per Diluted Share of $0.13 and a Non-GAAP Operating Margin of 9.7% for the third quarter of 2025.
- Confluent's customer base with $100,000 or greater in ARR grew 10% year over year, reaching 1,487 customers.
- For the fourth quarter of 2025, Confluent anticipates subscription revenue to be between $295.5 million and $296.5 million, and Non-GAAP Net Income Per Diluted Share to be between $0.09 and $0.10.