Confluent Inc. Class A Common Stock

Confluent Inc. Class A Common Stock Earnings Recaps

CFLT Information Technology 2 recaps
Q3 2025 Oct 28, 2025

Confluent reported a strong Q3 2025, exceeding revenue expectations with a notable 19% growth in subscription revenue and continued momentum in its cloud business.

Key takeaways
  • 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.
Full recap
Q2 2025 Aug 1, 2025

Confluent reported robust Q2 2025 results, achieving 21% growth in subscription revenue and demonstrating strong traction in its Confluent Cloud and DSP monetization strategies.

Key takeaways
  • Subscription revenue grew by 21%, with Confluent Cloud revenue increasing by 28%.
  • Non-GAAP operating margin improved to 6%, up approximately 6 percentage points year over year.
  • Remaining performance obligations (RPO) grew by 31%, signaling strong customer commitment through multiyear deals.
  • Early-stage pipeline progression increased by over 40% sequentially, reflecting improved sales execution and customer alignment.
  • Continued momentum in replacing CSP offerings, with win rates exceeding 90% in displacement efforts.
Full recap