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Confluent
Confluent (CFLT) investor relations material
Confluent Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Fourth quarter subscription revenue reached $302 million, up 20% year-over-year; Confluent Cloud revenue grew 23% to $169 million.
Fiscal year 2025 subscription revenue totaled $1,120 million, up 21% year-over-year; Confluent Cloud revenue rose 27% to $624 million.
Customer base with $100,000+ in ARR increased 10% year-over-year to 1,521.
Announced definitive agreement for acquisition by IBM at $31.00 per share, valuing the company at $11 billion; expected to close mid-2026.
Financial highlights
Q4 total revenue was $315 million, up 21% year-over-year; FY25 total revenue was $1,167 million, up 21%.
Q4 GAAP operating loss improved to $(99.2) million from $(105.8) million; non-GAAP operating income was $27.6 million.
Q4 GAAP net loss per share was $(0.23), non-GAAP net income per diluted share was $0.12.
FY25 GAAP operating loss improved to $(380.1) million from $(419.1) million; non-GAAP operating income was $86.1 million.
FY25 GAAP net loss per share was $(0.86), non-GAAP net income per diluted share was $0.42.
Q4 net cash from operating activities was $42.1 million; adjusted free cash flow was $35.5 million.
FY25 net cash from operating activities was $64.3 million; adjusted free cash flow was $76.0 million.
Segment performance
Confluent Cloud revenue grew 23% year-over-year in Q4 and 27% for the full year.
Subscription revenue increased 20% in Q4 and 21% for the year.
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Next Confluent earnings date
EGM 202612 Feb, 2026
Confluent
Next Confluent earnings date
EGM 202612 Feb, 2026
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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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