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Confluent (CFLT) investor relations material
Confluent Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Vision and strategic direction
Focus remains on enabling real-time data flow across organizations, with significant progress in cloud adoption and expanded functionality around data streams.
AI is seen as a major catalyst, shifting the value proposition from batch data collection to real-time, operational decision-making.
Integration with open source technologies like Apache Flink and managed services is driving rapid growth and new capabilities.
The company is positioning itself as a key enabler for enterprises to combine proprietary data with off-the-shelf AI models for unique, timely decisions.
The evolution of being data-driven now means embedding decision-making into the flow of business, not just reporting.
AI and product roadmap
AI use cases are driving a phased shift in how companies invest in data and software, with expectations that half of new use cases will be AI-driven in the next five years.
The roadmap includes deep integration with analytics and lakehouse ecosystems, supporting both real-time and historical data for AI.
Serverless stream processing, powered by Flink, has seen 3x revenue growth in six months and is a key area of investment.
The company is building integrations with modern AI stacks and focusing on scalable, low-latency real-time processing.
Modern analytics and AI opportunities are blending batch and real-time data, unlocking new growth.
Financial performance and growth drivers
Q2 saw 21% subscription revenue growth, with positive execution and momentum in Flink and late-stage pipeline.
NRR has faced short-term headwinds due to recent consumption trends, but new growth drivers and leadership are expected to provide tailwinds.
Cloud now represents 56% of subscription revenue, with long-term expectations for cloud to outpace platform growth.
Four main growth drivers: Kafka streaming opportunity, Data Streaming Platform expansion, AI-driven modernization, and partner ecosystem.
Managed cloud solutions are seen as more cost-effective and scalable than self-managed platforms, driving customer adoption.
How does AI shift Confluent's data strategy?
What drove the Q2 field sales reorganization?
What drives the long-term cloud vs. platform mix?
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Q3 202527 Oct, 2025
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Frequently asked questions
Confluent, Inc. provides a data streaming platform that enables its clients to transform their business by harnessing real-time data streams. The Confluent Platform manages the barrage of stream data and makes it available throughout an organization. It provides various industries with a stream-data platform that enables application builders to easily access data as real-time streams. The company’s platform helps companies to make their applications smarter, by feeding them the massive amounts of information generated by their users, sensor networks and machines.
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