Here are the 10-Q quarterly 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-Q covers the quarterly report filed between annual reports, 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. (CFLT) reported Q3 2025 results showing continued growth with total revenue of $298.5 million, up from $250.2 million a year ago. Subscription revenue was $286.3 million and services revenue was $12.2 million. Confluent Cloud contributed $161.0 million (54% of revenue). Gross profit rose to $221.6 million. The company recorded an operating loss of $83.3 million and a net loss of $66.5 million, or $0.19 per share, improving from a $74.1 million loss, or $0.23 per share, in Q3 2024.
Balance sheet and cash flow remained solid. Cash and cash equivalents were $298.5 million and marketable securities were $1.69 billion as of September 30, 2025. Deferred revenue totaled $475.3 million. Remaining performance obligations were $1.259 billion, with about 58% expected to be recognized over the next 12 months. For the nine months ended September 30, 2025, revenue reached $851.9 million, operating cash flow was $22.2 million, and convertible senior notes, net, stood at $1.095 billion. U.S. revenue was $172.1 million (58%) and international revenue was $126.4 million (42%) in the quarter.