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Confluent (CFLT) investor relations material

Confluent Current 2025 Day 2 Keynote summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Current 2025 Day 2 Keynote summary30 Oct, 2025

Opening keynote and historical context

  • Emphasized the importance of learning from history, using the Spanish Armada as an analogy for the power of information velocity and rapid response in technology systems.

  • Drew parallels between historical communication innovations and modern real-time system architectures.

  • Highlighted the evolution from monolithic to microservices architectures, emphasizing agility and faster delivery.

  • Discussed the rise of Kafka as a central nervous system for event-driven architectures.

  • Stressed the need for systems to be ready for change, not just large or complex.

Evolution of data systems and AI integration

  • Traced the journey from data swamps and batch processing to modern data lakes with table formats like Iceberg and Delta Lake.

  • Explained how new table formats brought ACID guarantees, versioning, and time travel to cloud-native data architectures.

  • Noted the shift from batch to streaming analytics, enabling real-time, consistent, and actionable insights.

  • Addressed the challenges and opportunities of integrating AI, including the need for auditable, trustworthy, and context-rich systems.

  • Emphasized prompt engineering and context as critical skills for leveraging AI in production.

Fireside chat and industry perspectives

  • Explored the impact of AI on software engineering, highlighting new patterns, architectures, and professional anxieties.

  • Discussed the evolving role of data streaming engineers and the importance of adaptability.

  • Shared insights on the popularity of managed Flink for simplifying complex distributed systems and accelerating data pipelines.

  • Introduced the Stanford ACE framework for real-time, online model retraining, improving efficiency and reducing bias.

  • Highlighted the need for vertical-specific AI frameworks in legal and financial domains.

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Global Technology, Internet, Media & Telecommunications Conference 202518 Nov, 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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