Confluent (CFLT) Company Report

Confluent has expanded its Confluent Intelligence platform with Streaming Agents that support Agent-to-Agent (A2A) protocols and Multivariate Anomaly Detection.
These new capabilities are designed to orchestrate and connect AI agents over real-time Kafka and Flink streams, enabling agents to share context and analyze correlated metrics to identify issues.
Analysts and investors believe these features push Confluent deeper into real-time AI workloads and could affect its ability to win and retain large customers.
Confluent is currently operating under an $11 billion acquisition agreement with IBM announced in December 2025.
Confluent (NasdaqGS:CFLT) was trading at $30.63 at the time of reporting, with a three-year return of 28.1% and a one-year decline of 3.3%.

7 days ago

Morningstar

Confluent Stockholders Approve Merger with IBM

CFLT

M&A

Proxy Vote Outcomes

On February 12, 2026, Confluent, Inc. (CFLT) stockholders approved the Merger Agreement with International Business Machines Corporation (Parent).
The merger, which will result in Confluent becoming a wholly owned subsidiary of Parent, is expected to be completed by the middle of 2026.
Stockholders also approved, on a non-binding, advisory basis, the compensation for named executive officers in connection with the Merger.

Feb 12, 2026, 10:23 PM

8-K

Confluent Stockholders Approve Merger Agreement with IBM

CFLT

M&A

Executive Compensation

Proxy Vote Outcomes

Confluent held a special meeting of stockholders on February 12, 2026, to vote on two proposals.
Stockholders approved the agreement and plan of merger dated December 7, 2025, by and among International Business Machines Corporation, Corvo Merger Sub, Inc., and Confluent.
Stockholders also approved, on a non-binding advisory basis, the compensation for named executive officers in connection with the merger.

Feb 12, 2026, 5:00 PM

Transcript

Confluent Stockholders Approve Merger Agreement with IBM

CFLT

M&A

Proxy Vote Outcomes

Executive Compensation

Confluent held a special meeting of stockholders on February 12, 2026, to vote on key proposals.
Stockholders approved the Agreement and Plan of Merger dated December 7, 2025, by and among International Business Machines Corporation (IBM), Corvo Merger Sub Inc., and Confluent.
A second proposal to approve, on a non-binding advisory basis, the compensation that will or may become payable to named executive officers in connection with the merger was also approved.
The formal tabulation of votes on these matters will be included in a Form 8-K that Confluent will file with the SEC within four business days of the meeting.

Feb 12, 2026, 5:00 PM

Transcript

Confluent Stockholders Approve IBM Merger Agreement and Executive Compensation

CFLT

M&A

Proxy Vote Outcomes

Executive Compensation

Confluent held a special meeting of stockholders on February 12, 2026.
Stockholders approved the agreement and plan of merger dated December 7, 2025, by and among International Business Machines Corporation, Corvo Merger Sub, Inc., and Confluent.
Stockholders also approved, on a non-binding advisory basis, the compensation that will or may become payable to named executive officers in connection with the merger.
The tabulation of votes will be included in a Form 8-K that Confluent will file with the Securities and Exchange Commission within four business days of the meeting.

Feb 12, 2026, 5:00 PM

Transcript

Confluent Announces Q4 and Fiscal Year 2025 Results and IBM Acquisition

CFLT

Earnings

M&A

Guidance Update

Confluent reported total revenue of $314.8 million for Q4 2025, an increase of 21% year over year, and $1,166.7 million for Fiscal Year 2025, also up 21% year over year.
Confluent Cloud revenue grew 23% year over year to $169 million in Q4 2025 and 27% year over year to $624 million for Fiscal Year 2025.
The company announced a proposed merger with International Business Machines (IBM), under which IBM will acquire Confluent for $31.00 per share in cash, representing an enterprise value of $11 billion.
The transaction is expected to close by mid-2026, subject to approval by Confluent shareholders and regulatory approvals.
Due to the pending transaction with IBM, Confluent will not be holding a conference call to discuss Q4 2025 financial results or providing financial guidance.

Feb 11, 2026, 9:06 PM

8-K

Confluent Announces Q4 and FY 2025 Results Amidst Proposed IBM Acquisition

CFLT

Earnings

M&A

Guidance Update

Confluent reported Q4 2025 subscription revenue of $302 million, up 20% year over year, and fiscal year 2025 subscription revenue of $1,120 million, up 21% year over year.
For Q4 2025, the company achieved Non-GAAP Operating Income of $27.6 million and Non-GAAP Net Income Per Diluted Share of $0.12.
Confluent announced a definitive agreement for International Business Machines (IBM) to acquire the company for $31.00 per share in cash, representing an enterprise value of $11 billion.
The acquisition, announced on December 8, 2025, is anticipated to close by mid-2026, subject to shareholder and regulatory approvals.

Feb 11, 2026, 9:03 PM

Press Release

Confluent, Inc. Provides Merger Update and Supplemental Disclosures Amidst Stockholder Lawsuits

CFLT

M&A

Legal Proceedings

Proxy Vote Outcomes

Confluent, Inc. is proceeding with its merger with International Business Machines Corporation (IBM), with a special meeting for stockholders to vote on the consummation of the Merger scheduled for February 12, 2026.
As of February 4, 2026, Confluent has received 17 demand letters and is facing two lawsuits, and , from purported stockholders alleging misrepresentations or omissions in the proxy statement related to the merger.
To address these legal challenges and minimize litigation risks, Confluent has voluntarily issued Supplemental Disclosures to the proxy statement, without admitting any liability or wrongdoing.
Morgan Stanley's financial analysis for the merger, as of December 5, 2025, utilized 353.2 million shares of Confluent common stock outstanding and estimated future net cash of approximately $1.5 billion for its discounted equity value analysis.

Feb 4, 2026, 10:16 PM

8-K

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

8-K

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

Bloomberg

Earnings Transcripts

Quarterly earnings call transcripts for Confluent.

Q3 2025

Oct 27, 2025

→

Q2 2025

Jul 30, 2025

→

View All Transcripts

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Jay Kreps say about margins?What are Confluent's strategic priorities?How is Confluent positioned vs competitors?How did Confluent do last quarter?

Confluent (CFLT)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q4 2024

Q3 2024

Executives

Jay Kreps

Erica Schultz

Melanie Vinson

Rohan Sivaram

Board Members

Alyssa Henry

Eric Vishria

Greg Schott

Jonathan Chadwick

Lara Caimi

Matthew Miller

Michelangelo Volpi

Neha Narkhede

Analyst Coverage

Brad Zelnick

Raimo Lenschow

Jason Ader

Gregg Moskowitz

Matthew Hedberg

Sanjit Singh

Howard Ma

Michael Turrin

Mike Cikos

Pinjalim Bora

Rob Owens

Rudy Kessinger

Eric Heath

James Wood

Mark Murphy

Michael Cikos

Ryan MacWilliams

Sandhya Singh

Alex Zukin

Brad Reback

Derrick Wood

Ittai Kidron

Kasthuri Rangan

Mark Cash

Peter Weed

William Kingsley Crane

W. Miller Jump

Latest news

Earnings Transcripts

Q3 2025

Q2 2025

Ask Fintool AI Agent