Welcome to our dedicated page for Confluent news (Ticker: CFLT), a resource for investors and traders seeking the latest updates and insights on Confluent stock.
Confluent, Inc. (NASDAQ: CFLT) is a data streaming company in the software and information sector whose news flow centers on product innovation, AI-focused capabilities, and corporate developments. The company describes its platform as cloud-native data infrastructure that sets data in motion, enabling real-time data to stream across organizations for applications, analytics, and AI systems.
News about Confluent frequently highlights enhancements to its data streaming platform, including offerings such as Confluent Cloud, Confluent Platform, WarpStream, and Confluent Private Cloud. Recent announcements have focused on capabilities like Confluent Intelligence, Streaming Agents, Real-Time Context Engine, and Tableflow, which are presented as ways to power context-rich AI, event-driven agents, and real-time analytics using technologies such as Apache Kafka and Apache Flink.
Investors and technology observers following CFLT news can expect updates on new services, integrations with other technology providers, and recognition from industry analysts. For example, Confluent has announced being named a Leader in an evaluation of streaming data platforms and has detailed partnerships that connect its streaming capabilities with orchestration and analytics tools. The company also issues news about investor conferences and planned financial results releases.
Another important theme in Confluent’s news is its pending acquisition by IBM. Press releases and a related Form 8-K describe a definitive agreement under which IBM plans to acquire all outstanding shares of Confluent, subject to stockholder and regulatory approvals and other customary conditions. Coverage of this transaction includes details about the merger structure and its role in IBM’s data and AI strategy.
This news page aggregates such announcements so readers can follow developments around Confluent’s data streaming platform, AI-related offerings, partnerships, and the progress of the IBM transaction.
Confluent (NASDAQ: CFLT) reported Q3 2025 results for the quarter ended September 30, 2025. Key metrics: Subscription revenue $286.3M (+19% YoY), Total revenue $298.5M (+19% YoY), Confluent Cloud revenue $161M (+24% YoY), and 1,487 customers with ≥$100,000 ARR (+10% YoY).
Profitability and cash: Non-GAAP operating income $29.1M (non-GAAP margin 9.7%), Adjusted free cash flow $24.6M, and Net cash provided by operations $30.8M. GAAP operating loss was $(83.3)M and GAAP net loss per share $(0.19).
Outlook: Q4 2025 subscription revenue $295.5–$296.5M, FY 2025 subscription revenue $1,113.5–$1,114.5M, and non-GAAP operating margin ~7%.
Confluent (NASDAQ: CFLT) will release its third quarter 2025 financial results for the period ended September 30, 2025 after U.S. market close on Monday, October 27, 2025. The company will host a live video webcast at 1:30 p.m. PT / 4:30 p.m. ET the same day to discuss results. Prior to the webcast, the earnings press release and supplemental materials will be posted at investors.confluent.io. A replay will be available on the investor relations website a few hours after the live event.
Confluent (NASDAQ:CFLT), the data streaming pioneer, has announced a multi-year partnership with the Visa Cash App Racing Bulls (VCARB) Formula 1 team. The partnership debuts at the Formula 1 Singapore Airlines Singapore Grand Prix, with Confluent's logo featured on the VCARB 02's halo and upper sidepods.
The collaboration will integrate Confluent's data streaming platform into VCARB's operations, processing over one million data points per second from each car. This data encompasses tire performance, aerodynamics, car handling, and driver metrics, creating a comprehensive data ecosystem connecting the car, pit wall, and factory.
The partnership aims to enhance VCARB's real-time decision-making capabilities during races while improving engineering cycles and logistics efficiency. The collaboration also serves as a testing ground for Confluent's technology in high-pressure, real-time environments.
Confluent (Nasdaq:CFLT) has appointed Stephen Deasy as its new Chief Technology Officer. Deasy, who previously served as CTO at Benchling and held leadership roles at Atlassian, VMware, EMC, and Groupon, brings over 20 years of engineering leadership experience to the data streaming pioneer.
In his new role, Deasy will lead Confluent's engineering team, focusing on advancing the company's data streaming platform to enable AI capabilities and real-time intelligence at global scale. His appointment aims to strengthen Confluent's infrastructure and facilitate the development of real-time applications including agentic AI, personalized customer experiences, and automated operations.
Confluent (NASDAQ:CFLT), a data streaming pioneer, has announced its management's upcoming participation at the Goldman Sachs Communacopia + Technology Conference. The presentation is scheduled for Monday, September 8, 2025 at 10:10 AM PT / 1:10 PM ET.
Investors and interested parties can access both the live webcast and replay of the presentation through Confluent's investor relations website at investors.confluent.io.
Confluent (NASDAQ:CFLT) has unveiled Streaming Agents, a groundbreaking capability in Confluent Cloud for Apache Flink® that revolutionizes the development and scaling of AI agents for real-time data processing. This innovation addresses a critical market gap, as IDC research reveals that out of 23 average generative AI proofs of concept run between 2023-2024, only three reached production, with just 62% meeting expectations.
The new solution features tool calling for context-aware automation, secure connections to models and databases, External Tables and Search for enhanced AI accuracy, and replayability features for testing. Streaming Agents enables real-time monitoring, reasoning, and action on data streams, facilitating applications like dynamic competitive pricing in e-commerce.
Confluent (Nasdaq:CFLT) has announced a significant $200 million investment over the next three years to strengthen its global partner ecosystem. The investment aims to capitalize on a $100 billion market opportunity driven by increasing AI demand for data streaming platforms.
The initiative will expand opportunities for various partners including cloud service providers, independent software vendors, system integrators, and managed service providers. The company has already established strategic partnerships with notable organizations like Infosys, EY, Databricks, and Jio Platforms.
The investment focuses on three key areas: developing new data streaming products and services, creating joint solutions and go-to-market plans, and building deeper platform integrations across the streaming ecosystem.
Confluent (NASDAQ:CFLT) reported strong Q2 2025 financial results, with subscription revenue reaching $271 million, up 21% year over year. Confluent Cloud revenue grew 28% to $151 million, while the company achieved non-GAAP operating income of $17.8 million with a 6.3% margin.
The company's customer base expanded to 1,439 customers with $100,000+ in ARR, representing 10% year-over-year growth. Notably, Confluent's Flink ARR grew approximately 3x over the past two quarters, demonstrating strong traction in DSP monetization.
For Q3 2025, Confluent expects subscription revenue of $281-282 million and projects FY 2025 subscription revenue between $1.105-1.11 billion, with a non-GAAP operating margin of approximately 6%.
Confluent (NASDAQ:CFLT) has announced the integration of Confluent Cloud into AWS Marketplace's new AI Agents and Tools category. This strategic move enables AWS customers to easily discover, purchase, and deploy Confluent's fully managed data streaming platform using their AWS accounts.
The integration addresses a critical challenge in AI agent development by providing real-time data streaming capabilities essential for building reliable and scalable AI applications. Confluent Cloud creates a shared, real-time data backbone that AI agents can utilize, replacing traditional batch-based systems and helping organizations overcome data silo challenges that often hinder enterprise AI deployment.
Confluent (NASDAQ:CFLT), a data streaming pioneer, has scheduled its Q2 2025 earnings release for July 30, 2025, after U.S. market close. The company will host a live video webcast at 1:30 PM PT / 4:30 PM ET to discuss the results.
Earnings materials and supplemental documents will be available on the company's investor relations website before the webcast. A replay will be accessible shortly after the event concludes at investors.confluent.io.