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Confluent Q2'25 Earnings Highlights

$CFLT (-3.23%)


๐Ÿ”น Revenue: $270.8M (Est. $278.29M) ๐Ÿ”ด; +20% YoY

๐Ÿ”น Adj. EPS: $0.09 (Est. $0.08) ๐ŸŸก; +50% YoY


FY25 Guidance (Lowered):

๐Ÿ”น Revenue: $1.10Bโ€“$1.11B (Est. $1.15B) ๐Ÿ”ด

๐Ÿ”น Adj. EPS: ~$0.36

๐Ÿ”น Adj. Op Margin: ~6%


Q3 Guidance:

๐Ÿ”น Revenue: $281Mโ€“$282M (Est. $292.5M) ๐Ÿ”ด

๐Ÿ”น Adj. EPS: $0.09โ€“$0.10 (Est. $0.09) ๐ŸŸก

๐Ÿ”น Adj. Op Margin: ~7%


Q2 Key Metrics:

๐Ÿ”น Subscription Revenue: $271M; +21% YoY

๐Ÿ”น Confluent Cloud Revenue: $151M; +28% YoY

๐Ÿ”น Customers with $100K+ ARR: 1,439; +10% YoY

๐Ÿ”น Adj. OI: $17.8M (vs. $1.3M YoY)

๐Ÿ”น Adj. Operating Margin: 6.3% (vs. 0.6% YoY); +570 bps

๐Ÿ”น Free Cash Flow: $11.0M (vs. $2.7M YoY)


CEO Commentary:

๐Ÿ”ธ โ€œSolid quarter, led by 28% YoY growth in Confluent Cloud.โ€ โ€“ CEO Jay Kreps

๐Ÿ”ธ โ€œFlink ARR grew ~3x in two quarters; strong momentum in real-time AI use cases.โ€

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