Every 8-K that Confluent, Inc. (CFLT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly 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. has been acquired by IBM and is no longer an independent public company. On March 17, 2026, IBM completed its all-cash acquisition of Confluent, with each share of Class A and Class B common stock converted into the right to receive $31.00 in cash, before taxes.
Confluent survived the merger as a wholly owned subsidiary of IBM, and its Class A common stock has been suspended from trading on Nasdaq, with delisting and deregistration steps underway. Confluent’s 0% Convertible Senior Notes due 2027, with $1,100,000,000 principal outstanding, now convert into cash reference property tied to the $31.00 per-share price, and the merger triggers holders’ right to require repurchase at 100% of principal plus accrued special interest. A change in control occurred, with Confluent’s prior directors and officers (and the Chief Revenue Officer, who resigned) replaced by the former directors and officers of the IBM merger subsidiary.
Confluent, Inc. reported that its Chief Accounting Officer and principal accounting officer, Kong Phan, has notified the company that he will resign, effective on or about April 13, 2026, to pursue another opportunity. The company stated that his resignation is not due to any disagreement regarding Confluent’s accounting practices, operations, or policies, indicating an orderly transition rather than a dispute-driven departure.
Confluent, Inc. reported that its stockholders approved the company’s planned merger with International Business Machines Corporation. At a special meeting, holders representing 247,889,521 shares formed a quorum out of 356,430,665 shares outstanding as of the January 7, 2026 record date, reflecting Confluent’s dual‑class structure with a total of 797,277,080 votes. The merger agreement received 687,954,937 votes in favor, 339,860 against and 91,336 abstentions, comfortably passing the approval threshold. Stockholders also approved, on a non‑binding advisory basis, merger‑related compensation for named executive officers with 684,382,742 votes for, 2,992,865 against and 1,010,526 abstentions. An adjournment proposal was not needed because the merger was approved. The companies expect the merger to close by the middle of 2026, subject to the remaining conditions in the merger agreement and regulatory and other customary risks highlighted in the forward‑looking statements.
Confluent, Inc. reported strong growth and improving profitability for Q4 and fiscal 2025 while progressing toward a sale to IBM. Fourth quarter 2025 total revenue rose 21% year over year to $314.8 million, with subscription revenue of $301.6 million up 20% and Confluent Cloud revenue of $169 million up 23%. Non-GAAP operating income reached $27.6 million, and non-GAAP net income per diluted share was $0.12, while GAAP net loss per share improved to $(0.23). Fiscal 2025 total revenue grew 21% to $1.1667 billion, subscription revenue was $1.1197 billion (up 21%), and non-GAAP operating income increased to $86.1 million with a 7.4% non-GAAP operating margin. Adjusted free cash flow jumped to $76.0 million from $9.5 million in 2024, and customers with at least $100,000 in ARR reached 1,521, up 10%. Confluent also highlighted its pending merger with International Business Machines Corporation, under which IBM will acquire Confluent for $31.00 per share in cash, implying an $11 billion enterprise value, with closing expected by mid-2026, subject to shareholder and regulatory approvals. Due to the proposed transaction, Confluent is not hosting an earnings call or issuing guidance.
Confluent, Inc. filed an 8-K to provide supplemental disclosures to its merger proxy with International Business Machines Corporation after receiving 17 stockholder demand letters and two New York state court complaints alleging the proxy is misleading. Confluent denies the allegations and says its original disclosures comply with law.
The filing expands detail on Morgan Stanley’s fairness analyses, including using 353.2 million common shares, 17.2 million options with an $8.35 weighted-average exercise price, and 19.3 million RSUs on a fully diluted basis. It describes valuation work that adds estimated future net cash of about $1.5 billion, a discounted cash flow using discount rates of 11.1%–12.8% and net cash of approximately $890 million as of September 30, 2025, and precedent transaction revenue multiples. It also notes 30 equity research price targets ranging from $24.00 to $36.00 per share, with a $28.00 median, and formally discloses the pending litigation relating to the merger as the February 12, 2026 stockholder vote approaches.
Confluent, Inc. reported that the U.S. antitrust waiting period required under the Hart-Scott-Rodino Act for its proposed merger with IBM expired at 11:59 p.m. Eastern Time on January 12, 2026, satisfying a key regulatory condition for closing.
The merger would combine Confluent with a wholly owned IBM subsidiary, after which Confluent would become a wholly owned IBM subsidiary. Completion of the transaction still depends on other customary closing conditions, including approvals or authorizations under antitrust and foreign investment laws in specified non-U.S. jurisdictions and approval by Confluent stockholders at a special meeting.
Confluent, Inc. has agreed to be acquired by IBM in an all-cash merger. Under a signed Merger Agreement, an IBM subsidiary will merge into Confluent, which will become a wholly owned IBM subsidiary. Each share of Confluent Class A and Class B common stock outstanding immediately before closing will be converted into the right to receive $31.00 in cash, without interest and subject to withholding taxes. The merger is expected to close by the middle of 2026, subject to customary closing conditions.
A special committee of independent directors and the full board unanimously determined that the merger and its terms are advisable, fair to, and in the best interests of stockholders, and recommend stockholder approval without a majority-of-the-minority requirement. Stockholders holding approximately 62% of the voting power have signed a Voting Agreement to support the deal, with a reduced 35% voting commitment if the board changes its recommendation. Confluent must pay IBM a $453,600,000 termination fee in certain circumstances. CEO Edward (Jay) Kreps has an offer to join IBM post-closing, including a retention RSU award and potential accelerated vesting of certain RSUs upon qualifying termination after closing.
Confluent, Inc. (CFLT) furnished an 8-K announcing quarterly results. The company reported that it issued a press release for the quarter ended September 30, 2025, and attached it as Exhibit 99.1. The disclosure appears under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits).
The company states this information, including Exhibit 99.1, is being furnished and is not deemed filed under the Exchange Act, and is not subject to Section 18 liabilities, nor incorporated by reference into other filings unless expressly stated. Exhibit 104 (Inline XBRL cover page) is also included. The 8-K was signed by Chief Financial Officer Rohan Sivaram.