Here are the 10-K annual reports from Confluent, Inc. (CFLT) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-K covers the audited annual report, with the full financial statements, so if you follow CFLT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CFLT filings page.
Confluent, Inc. provides updated details on its board, leadership and 2025 executive and director compensation. The company highlights an independent, Nasdaq-compliant board, with Jay Kreps serving as CEO and chair and a full slate of experienced technology and venture capital directors.
Executive pay is heavily performance-based, combining salaries, cash bonuses and RSUs. For 2025, subscription revenue of about $1,120 million versus a $1,162 million target led to bonus payouts of 92.5% of target for most executives. Kreps kept a modest $65,000 salary and received no 2025 equity grant.
The amendment also explains severance and change-in-control protections, stock ownership guidelines, a clawback policy, and director fee and equity structures. It notes an Agreement and Plan of Merger with IBM and related legal-fee reimbursements and limited RSU acceleration for the Chief Revenue Officer under Section 280G planning.
Confluent, Inc. filed its annual report outlining its data streaming platform business and a pending all-cash merger with International Business Machines Corporation. Under the Merger Agreement, each Class A and Class B share will be converted into the right to receive $31.00 per share in cash, subject to customary conditions and regulatory approvals.
The company describes its role in real-time data streaming, analytics, and AI, its cloud-native product portfolio, and a global go-to-market strategy supported by major cloud and systems integration partners. Confluent also highlights key risks, including macroeconomic pressures, competitive dynamics, security and operational risks, and extensive uncertainties related to completing the IBM transaction.