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Confluent, Inc. (DE:8QR)
:8QR
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.07Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 30 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: -4.78%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected strong financial performance with significant growth in subscription and cloud revenues, improved operating margins, and record customer additions. However, caution was expressed due to a slowdown in cloud consumption by larger customers and uncertainties in the macro environment, leading to a conservative outlook for future growth.Company Guidance
During the Confluent Q1 2025 earnings call, the company provided financial guidance for the fiscal second quarter and the full fiscal year 2025. For Q2, they expect subscription revenue to be between $267 million and $268 million, representing about 19% growth, with a non-GAAP operating margin of approximately 5% and non-GAAP net income per diluted share in the range of $0.08 to $0.09. For the fiscal year 2025, Confluent projects subscription revenue of $1.1 billion to $1.11 billion, marking growth of 19% to 20%. They anticipate a non-GAAP operating margin of around 6% and non-GAAP net income per diluted share of approximately $0.36. Despite an uncertain macro environment, Confluent remains confident in its growth trajectory, driven by its mission-critical data streaming platform and diversified growth strategies, including its streaming conversion opportunity, DSP upsell potential, AI strategic role, and expanding partner ecosystem.Strong Growth in Subscription Revenue
Q1 subscription revenue grew 26% to $261 million, demonstrating strong demand for Confluent's offerings.
Confluent Cloud Revenue Surge
Confluent Cloud revenue increased by 34% to $143 million, indicating robust growth in cloud services.
Improvement in Operating Margin
Non-GAAP operating margin improved by six percentage points to 4%, reflecting better operational efficiency.
Record Customer Additions
Added 340 new customers in Q1, the highest net addition in three years, indicating strong market demand and product adoption.
Expansion of Million-Dollar ARR Customers
Added 16 new customers to the cohort of $1 million-plus ARR customers, the highest addition to that cohort ever.
Strong Performance of Confluent Platform
Confluent Platform revenue grew 18% year-over-year, marking its strongest Q1 growth in three years.
Strategic Partnerships and Recognitions
Named a Google Partner of the Year for the sixth time, highlighting strong strategic partnerships with leading CSPs.
Growth in Data Streaming Platform Components
Significant growth in DSP components, which outgrew the core cloud business, indicating strong product diversification.
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DE:8QR 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
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DE:8QR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2025 | €20.91 | €17.14 | -18.04% |
Feb 11, 2025 | €30.17 | €35.03 | +16.11% |
Oct 30, 2024 | €21.43 | €24.63 | +14.96% |
Jul 31, 2024 | €22.11 | €20.82 | -5.88% |
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.
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FAQ
When does Confluent, Inc. (DE:8QR) report earnings?
Confluent, Inc. (DE:8QR) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Confluent, Inc. (DE:8QR) earnings time?
Confluent, Inc. (DE:8QR) earnings time is at Jul 30, 2025, TBA Not 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 the P/E ratio of Confluent, Inc. stock?
The P/E ratio of Confluent is N/A.
What is DE:8QR EPS forecast?
DE:8QR EPS forecast for the fiscal quarter 2025 (Q2) is 0.07.
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