Confluent reported a strong Q3 2025, exceeding revenue expectations with a notable 19% growth in subscription revenue and continued momentum in its cloud business.
- Subscription revenue reached $286 million, up 19% year-over-year, with Confluent Cloud revenue increasing 24% to $161 million.
- Non-GAAP operating margin improved by 3 percentage points to approximately 10%, highlighting effective cost management.
- The late-stage pipeline experienced over 40% sequential growth, indicating strong demand for cloud use cases.
- More than 1,000 customers utilized Flink in Q3, driving a 70% sequential increase in Flink ARR, showcasing its expanding adoption.
- Confluent's partner ecosystem contributed over 25% of new business, further solidifying its market position and customer expansion efforts.
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