Confluent (CFLT) Company Report

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

Morningstar

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

Press Release

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

Morningstar

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

Transcript

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

Transcript

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

Presentation

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

Transcript

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 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.

Oct 27, 2025, 8:30 PM

Transcript

Confluent Announces Third Quarter 2025 Financial Results

CFLT

Earnings

Guidance Update

Revenue Acceleration/Inflection

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.

Oct 27, 2025, 8:06 PM

8-K

Confluent Announces Third Quarter 2025 Financial Results

CFLT

Earnings

Guidance Update

Revenue Acceleration/Inflection

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.

Oct 27, 2025, 8:03 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Confluent.

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