Confluent, Inc. (CFLT) Q3 2025 Earnings Call Transcript
Confluent, Inc. (NASDAQ:CFLT ) Q3 2025 Earnings Call October 27, 2025 4:30 PM EDT Company Participants Shane Xie - Senior Director & Head-Investor Relations Edward Kreps - Co-Founder, Chairman & CEO Rohan Sivaram - Chief Financial Officer Conference Call Participants Brad Zelnick - Deutsche Bank AG, Research Division Sanjit Singh - Morgan Stanley, Research Division Mark Murphy - JPMorgan Chase & Co, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Robbie Owens - Piper Sandler & Co., Research Division Jason Ader - William Blair & Company L.L.C., Research Division Aleksandr Zukin - Wolfe Research, LLC Michael Cikos - Needham & Company, LLC, Research Division Howard Ma - Guggenheim Securities, LLC, Research Division Eric Heath - KeyBanc Capital Markets Inc., Research Division Presentation Shane Xie Senior Director & Head-Investor Relations Welcome to the Confluent Third Quarter 2025 Earnings Conference Call.
Compared to Estimates, Confluent (CFLT) Q3 Earnings: A Look at Key Metrics
The headline numbers for Confluent (CFLT) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Confluent (CFLT) Q3 Earnings and Revenues Beat Estimates
Confluent (CFLT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago.
Strength Seen in Confluent (CFLT): Can Its 7.6% Jump Turn into More Strength?
Confluent (CFLT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Confluent stock surges 18% on report that the firm is exploring a potential sale
Shares of American software firm Confluent soared in premarket trading on Wednesday after reports that the company is exploring a potential sale following acquisition interest from private equity and technology firms. The stock rose 18%, its sharpest single-day jump in months, following a Reuters report that cited sources who said Confluent has hired an investment
Confluent Stock Soars on Takeover Rumors
Confluent Inc (NASDAQ:CFLT) stock is surging today, up 11.2% at $23.05 at last glance, after a Reuters report stated that the software name is exploring a sale.
This Data Streaming Software Firm's Stock Is Soaring Wednesday
Confluent (CFLT) shares jumped over 10% in early trading Wednesday following a report the data streaming company is exploring a sale.
Exclusive: Data streaming software maker Confluent explores sale, sources say
Confluent is exploring a sale after attracting acquisition interest, according to three people familiar with the matter, the latest data infrastructure company to draw suitors for its potential in supporting artificial intelligence development.
Investing In The Future: Why Confluent's Long-Term Potential Outweighs Current Revenue Growth Worries
The company's analytics products enable real-time Agentic AI. The high adoption of newer company products like Flink increases the likelihood that revenue growth will reaccelerate. The company faces near-term risks from its customers optimizing cloud spending.
Confluent: A Cautious Buy Agentic AI May Contribute To Growth
Revenue growth has slowed, but Agentic AI adoption could offset this and drive new demand for Confluent's products. Relative valuation suggests it's undervalued. Absolute valuation, while more neutral, may indicate a slight undervaluation of 17% for the next 12 months. The main risk is fierce competition from cloud giants. Other caveats to consider are stock-based compensation, share dilution, and insider selling.
Confluent, Inc. (CFLT) Q2 2025 Earnings Call Transcript
Confluent, Inc. (NASDAQ:CFLT ) Q2 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants Edward Kreps - Co-Founder, Chairman & CEO Rohan Sivaram - Chief Financial Officer Shane Xie - Senior Director & Head-Investor Relations Conference Call Participants Brad Alan Zelnick - Deutsche Bank AG, Research Division Gregg Steven Moskowitz - Mizuho Securities USA LLC, Research Division James Derrick Wood - TD Cowen, Research Division Jason Noah Ader - William Blair & Company L.L.C., Research Division Matthew George Hedberg - RBC Capital Markets, Research Division Michael Joseph Cikos - Needham & Company, LLC, Research Division Peter Weed - Sanford C.
Confluent (CFLT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Confluent (CFLT) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
