Revenue segments as reported by the company.

Subscription

Services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Sales and marketing

General and administrative

Restructuring and other related charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Confluent

Confluent, Inc. designs and develops a real-time data platform for organizations. It offers confluent platform, KSQL and Confluent hub products. The firm provides application architecture engagement, multi data center, security and upgrade engagement and Amazon web services cloud deployment services. The company was founded by Jay Kreps, Neha Narkhede and Jun Rao in September 2014 and is headquartered in Mountain View, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Confluent surpasses Q4 revenue targets, accelerates profitability goals

Confluent's Q4 performance exceeded expectations, driven by strong Confluent Cloud growth and operational improvements. Despite macro challenges, the company remains optimistic about high growth rates and profitability goals. Strategic investments in key areas and positive market reception of new products position Confluent for continued success.

Confluent reports strong Q1 earnings, eyes growth amid operational gains

Confluent's Q1 performance reflects robust revenue growth and operational improvements, with a focus on customer acquisition and cloud revenue expansion.
While facing challenges in deal cycles and operating margin outlook, the company is strategically positioned to leverage its platform strengths and market opportunities.
By capitalizing on its architectural advantages, customer base expansion, and cost-effective cloud offering, Confluent aims to drive sustained growth and market leadership.

Confluent reports robust Q2 earnings, eyes AI opportunities for growth

Confluent's Q2 performance reflects strong revenue growth and operational improvements, with a focus on expanding its cloud business and enhancing customer value. While facing challenges in consumption trends and competition dynamics, the company is leveraging opportunities in AI applications and monetization strategies to drive future growth.

Confluent surpasses Q3 expectations, eyes growth through consumption model

Confluent's Q3 performance exceeded expectations despite challenges, focusing on consumption model transition for growth.
Strong customer retention rates and new product offerings driving adoption and revenue visibility.
Challenges include lower Cloud revenue outlook for Q4 due to macro pressures and customer consumption.
Opportunities lie in capturing market opportunities in streaming and solid growth potential in digital native market.

Confluent reports robust Q4 earnings, eyes growth in AI partnerships

Confluent's strong Q4 performance with revenue growth and positive operating margin signals a promising outlook for 2024.
The company's focus on customer success, data streaming leadership, and strategic partnerships positions them well for future growth.
While facing challenges like operating margin headwinds and new customer booking shifts, Confluent's opportunities in AI partnerships and real-time data demand are key for future success.

Confluent exceeds Q1 revenue targets, eyes growth opportunities ahead

Confluent's Q1 2024 showed strong revenue growth and margin improvement.
The company is capitalizing on new offerings and customer feedback.
Challenges include dealer issues and revenue lumpiness, but full-year guidance is positive.
Opportunities lie in Flink adoption, new revenue streams, and API accessibility.

Confluent beats Q2 targets, eyes growth through consumption model shift

Confluent's Q2 performance exceeded expectations, driven by strong subscription revenue growth and margin improvement. While facing challenges in NRR and pricing changes, the company is well-positioned to capitalize on opportunities in data streaming platform adoption and consumption-oriented strategies.

Confluent reports stellar Q3 earnings, eyes growth in AI solutions

Confluent's Q3 performance reflects strong financial health and strategic execution, with a focus on efficient growth and market leadership in data streaming solutions.
The company's strengths lie in customer conversion to higher ARR tiers, innovative product-led growth strategies, and competitive positioning against startups.
While challenges in sustaining growth and balancing innovation persist, Confluent's optimism about future opportunities and market potential remains high.

Revenue

Cost of revenue

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Operating expenses

SG&A

Other

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EBITDA

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Purchase/sale of investments

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Cash from financing

Change in stock

Change in debt

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Cash from other sources

Net change in cash

Free cash flow

Confluent, Inc. engages in creating a data infrastructure platform focused on data in motion. The firm provides application architecture engagement, multi data center, security and upgrade engagement, and Amazon web services cloud deployment services. Its products include Confluent Cloud and Confluent Platform. The company was founded by Edward Jay Kreps, Neha Narkhede, and Jun Rao on September 1, 2014, and is headquartered in Mountain View, CA.

Shopify

Snowflake

According to the All-in-One Guru Screener, a Premium feature of GuruFocus, four stocks with high financial strength and are commonly owned by Steve Mandel (Trades, Portfolio)'s Lone Pine Capital and Philippe Laffont (Trades, Portfolio)'s Coatue Management as of the March quarter are Facebook Inc. ( FB , Financial), Shopify Inc. ( SHOP , Financial), Snowflake Inc. ( SNOW , Financial) and DoorDash Inc. ( DASH , Financial).

4 High Financial Strength Stocks Steve Mandel and Philippe Laffont Both Own

Lone Pine Capital, the firm founded by Steve Mandel (Trades, Portfolio), disclosed in late June that it established a stake in Confluent Inc. ( CFLT , Financial) according to GuruFocus Real-Time Picks, a Premium feature.

Steve Mandel's Lone Pine Builds Position in Confluent

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ: CFLT), the platform for data in motion, today announced it will release financial results for its second quarter of 2021, which ended June 30, 2021, after the U.S. market close on Thursday, August 05, 2021. Confluent will host a live video webcast to discuss the results. Video Webcast Information Date: Thursday, August 05, 2021 Time: 1:30 p.m. PT / 4:30 p.m. ET Webcast: https://investors.confluent.io Prior to the commencement of t

Confluent to Announce Second Quarter 2021 Financial Results on August 05, 2021

Confluent is a recent new issue whose IPO took place on June 24, 2021 at a price of $36/share. The shares have been typically volatile as a new issue, already reaching a high of $58/share before most recently settling back to the mid-$40 range.

Confluent - Real Time For Data; A More Measured Cadence For Investor Returns

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ: CFLT), the platform for data in motion, today announced the closing of its initial public offering of 23,000,000 shares of Class A common stock at a price to the public of $36.00 per share. Confluent's Class A common stock is listed on the Nasdaq Global Select Market under the ticker symbol “CFLT”. Morgan Stanley, J.P. Morgan, Goldman Sachs & Co. LLC, BofA Securities, and Citigroup acted as lead book-running managers for the o

Confluent Announces Closing of Initial Public Offering

Confluent has a mission to put data into motion, solving the paradox of huge amount of data being available, but not being easy to process. The company has great commercial traction and potential, yet a great deal of prospects have already been priced in.

Confluent: Data And Shares In Motion

Doximity

Benchmark and Index Ventures are the biggest winners from Confluent's IPO, while Emergence Capital and InterWest Partners are the top investors in Doximity.

Four Silicon Valley VC firms notched billion-dollar IPO wins on Thursday

Confluent Inc. shares surged out of the gate Thursday after the enterprise "data-in-motion" platform priced its initial public offering well above its forecast range.

IPO Report: Confluent stock bolts out of gate 25% higher than pricing on first day of trade

Seven years after spinning out of LinkedIn, Confluent held its stock market debut on Thursday.

Confluent climbs 26% in Nasdaq debut after cloud software developer raises over $800 million in IPO

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The IPO tidal wave continued Thursday, with a mix of healthcare and technology startups making their trading debut.

6 Companies Are Making Their Trading Debuts. What Investors Need to Know.

Confluent Inc. priced its initial public offering late Wednesday well above its forecast range as it seeks to expand its footprint in the data-management sector.

IPO Report: Confluent prices IPO above range at $36 a share

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc., the platform for data in motion, today announced the pricing of its initial public offering of 23,000,000 shares of Class A common stock at a price to the public of $36.00 per share. The shares are expected to begin trading on the Nasdaq Global Select Market under the ticker symbol “CFLT” on June 24, 2021, and the offering is expected to close on June 28, 2021, subject to customary closing conditions. Morgan Stanley, J.P. Morgan, Goldman

News for Confluent Stock (CFLT)