Confluent: Fiscal 3Q25 Financial Results

Summary:

Subscription revenue of $286 million, up 19% YoY
Confluent Cloud revenue of $161 million, up 24% YoY
1,487 customers with $100,000 or greater in ARR, up 10% YoY

Confluent, Inc., the data streaming pioneer, announced financial results for its third quarter of 2025, ended September 30, 2025.

“Confluent delivered a strong quarter, with 24% YoY growth in Confluent Cloud revenue and 43% YoY growth acceleration in remaining performance obligations, reflecting strong consumption growth and the deepening commitment of our customers,” said Jay Kreps, co-founder and CEO, Confluent. “We’re also seeing accelerating adoption of the DSP components of our platform, particularly Flink. This foundation uniquely positions Confluent to provide the real-time context AI systems need.”

“Our strong third-quarter performance highlights the momentum of our data streaming platform and our diversified growth strategy,” said Rohan Sivaram, CFO, Confluent. “Our robust top-line growth, stabilized dollar-based net retention rate, and continued margin expansion are a testament to our ability to drive durable, profitable growth over the long term.”

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Financial Outlook
For the fourth quarter and fiscal year 2025, Confluent expects:

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