公司概况 - Confluent是数据流行业的领导者 专注于帮助企业实时处理和分析数据流 [1] - 商业模式围绕开源技术Apache Kafka和Apache Flink构建 [1] 行业分析 - 数据流行业具有实时处理需求 公司在该领域占据技术领先地位 [1] 技术优势 - 基于Apache Kafka和Apache Flink两大开源框架构建解决方案 [1] 注：文档2和文档3内容均为披露声明 与公司及行业分析无关 故未纳入总结

Wall Street analysts don't always get things right, but it can pay to listen when they reach a consensus on a particular stock. The Wall Street Journal tracks 34 analysts who cover Confluent (CFLT -1.15%) stock, and the majority have assigned it a buy rating, with no analysts recommending selling. Confluent's subscription revenue came in at $260.9 million during the first quarter of 2025 (ended March 31), a 26% increase from the year-ago period. It marked an acceleration from the 24% growth the company deli ...

Confluent (CFLT) FY Conference June 05, 2025 11:00 AM ET Speaker0 All right. Good morning, everyone. Thanks for being here on the third day of the conference. I'm Jason Ader with William Blair. I'm pleased to introduce Rohan Subram, CFO of Confluent. Before we begin, I'm required to inform you that a complete list of research exposures or potential conflicts of interest is available on our website at williamblair.com. With that out the way, Rohan, thanks for being here. And, we're gonna just do the fireside ...

Data streaming is a technology investors might want to learn more about, because it's powering more digital experiences each day. Businesses can use it to show live inventory information on their websites so people know if a product is available before they buy, and stock trading platforms can use it to feed live prices directly to investors' smartphones. Confluent (CFLT -0.10%) is one of the world's top providers of data streaming technologies, and it values its addressable market at an eye-popping $100 bi ...

文章核心观点 - 数据流媒体专家Confluent股价近一个月受挫 过去几天继续下跌 一季度财报虽营收和净利润双位数增长超预期 但因全年增长指引不佳致股价大跌 分析师纷纷下调目标价 目前或被超卖 [1][3][4] 股价表现 - 过去一个月左右Confluent是受挫较重的科技股之一 截至周四晚间本周股价已下跌超19% [1] - 周四市场对Confluent一季度财报做出反应 投资者大量抛售股票致当日股价大幅下跌 [2][3] 财报情况 - 公司一季度营收和非GAAP（调整后）净利润均实现双位数百分比增长 且均超过分析师平均预期 [3] - 问题不在于过往业绩 而在于指引 管理层对全年的展望预计关键类别（如重要的订阅收入）增长显著放缓 [4] 分析师动态 - 跟踪该股票的分析师对Confluent表现不满 公布季度业绩后迅速下调其目标价 [5] - Needham的Mike Cikos将目标价从40美元大幅下调至26美元 但仍维持买入评级 [5] 投资建议 - 目前Confluent可能因投资者对潜在增长率下降的担忧而被超卖 鉴于股价大幅走弱 此时或为不错的投资时机 [6]

Confluent (CFLT) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Speaker0 Welcome to the Confluent Q1 twenty twenty five earnings conference call. I'm Sheng Zhee from Investor Relations, and I'm joined by Jay Krebs, Co Founder and CEO and Rohan Siviram, CFO. During today's call, management will make forward looking statements regarding our business, operations, market and product positioning, growth strategies, financial performance and future prospects, including statements regarding our financial guidanc ...

Confluent (CFLT) Q4 2024 Earnings Call February 11, 2025 04:30 PM ET Company Participants Shane Xie - Investor Relations OfficerJay Kreps - CEO & Co-FounderRohan Sivaram - Chief Financial OfficerMatthew Hedberg - Managing Director, Software ResearchBrad Zelnick - Managing DirectorSanjit Singh - Executive DirectorRaimo Lenschow - Managing DirectorPinjalim Bora - Executive DirectorKash Rangan - Managing Director Conference Call Participants Michael Turrin - Managing Director, Software Equity Research AnalystR ...