Confluent/$CFLT

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About Confluent

Confluent Inc provides a data streaming platform that enables customers to connect their applications, systems, and data layers and can be deployed as a fully managed cloud-native software-as-a-service (SaaS) offering. Its products include Confluent Cloud, a self-managed software offering, Confluent Platform, a managed service offering where the raw data resides inside a customer's cloud environment, and WarpStream, among others. Confluent also offers professional services and education services. The company generates revenue from the sale of subscriptions and services. Geographically, it generates a majority of its revenue from its business in the United States and the rest from International markets.

Ticker

$CFLT

Sector

Software & Cloud Services
Primary listing

Employees

3,060

Confluent Metrics

BasicAdvanced
$6.6B
-
-$0.94
0.99
-

What the Analysts think about Confluent

Analyst ratings (Buy, Hold, Sell) for Confluent stock.

Bulls say / Bears say

Confluent Cloud revenue increased 28% year-over-year to $151 million in Q2 2025, demonstrating strong demand for its cloud-native data streaming platform (Reuters).
Flink annual recurring revenue almost tripled over the last two quarters, showing robust DSP monetization and positioning Confluent to benefit from real-time AI and analytics workloads (Reuters).
The count of customers with more than $100,000 in annual recurring revenue rose 10% year-over-year to 1,439, indicating solid enterprise adoption and a growing base of high-value customers (Reuters).
For Q3 2025, Confluent is projecting subscription revenue of $281–282 million, representing approximately 19% annual growth—a slowdown from previous quarters indicating a decelerating pace in top-line performance (Reuters).
Shares dropped 33% to a 20-month low after a key AI customer revealed plans to migrate from Confluent Cloud to a self-managed setup, highlighting risks related to customer concentration and ongoing challenges in cloud consumption (Reuters).
TD Cowen and Stifel downgraded the stock to Hold after earnings, pointing to structural challenges in cloud growth, a decline in new workloads, and concerns over execution—suggesting doubts regarding the durability of Confluent’s growth and margin expansion (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 6 Sept 2025.

Confluent Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Confluent Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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