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Confluent (CFLT)
NASDAQ:CFLT
Earnings Data
Report Date
Feb 05, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.1Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 26 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment driven by strong quarterly performance, significant growth in key segments like Confluent Cloud and Flink, and strategic advancements in AI and partnerships. While there is a notable impact from a large AI customer's transition, the company's overall growth trajectory remains robust.Company Guidance
Strong Q3 Performance
Q3 subscription revenue grew 19% to $286 million. Confluent Cloud revenue grew 24% to $161 million, and non-GAAP operating margin expanded 3 percentage points to approximately 10%.
Late-Stage Pipeline Growth
More than 40% sequential growth in progressing late-stage pipeline and accelerating pace of new use cases, positioning for durable consumption growth.
Expansion of Large Customer Base
Largest sequential net add in $100,000-plus ARR customer count in the past 2 years, with continued acceleration in million-dollar-plus ARR customer growth.
Flink Momentum
Q3 Flink ARR for Confluent Cloud grew more than 70% sequentially. More than 1,000 customers used Flink, including a dozen with $100,000-plus ARR and 4 with over $1 million ARR.
Partner Ecosystem Success
Partners sourced well over 25% of new business over the last 12 months, aiding in broader footprint and customer expansion.
RPO Growth
RPO growth of 43%, providing greater visibility into near-term consumption revenue and longer-term growth.
AI Integration
Confluent's platform is becoming the context layer for enterprise AI, with over 100 AI native customers, including 21 with $100,000-plus in ARR.
CFLT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CFLT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 27, 2025 | $22.08 | $23.75 | +7.56% |
Jul 30, 2025 | $26.40 | $17.72 | -32.88% |
Apr 30, 2025 | $23.81 | $19.44 | -18.35% |
Feb 11, 2025 | $30.10 | $37.65 | +25.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Confluent (CFLT) report earnings?
Confluent (CFLT) is schdueled to report earning on Feb 05, 2026, After Close (Confirmed).
What is Confluent (CFLT) earnings time?
Confluent (CFLT) earnings time is at Feb 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CFLT EPS forecast?
CFLT EPS forecast for the fiscal quarter 2025 (Q4) is 0.1.
