Pomerantz Law Firm Launches Investigation for Confluent, Inc. Investors Amid Claims of Securities Fraud Pomerantz LLP is probing potential securities fraud claims against Confluent, Inc., following concerning financial results highlighting a drop in cloud revenue growth.

Pomerantz Law Firm Launches Investigation for Confluent, Inc. Investors Amid Claims of Securities Fraud #USA #New_York #Pomerantz_Law_Firm #Confluent #CFLT

Investigation into Claims Related to Confluent, Inc. Sparks Interest Among Investors Pomerantz Law Firm is currently investigating investor claims against Confluent, Inc., seeking details on possible securities fraud and business malpractices.

Investigation into Claims Related to Confluent, Inc. Sparks Interest Among Investors #None #Pomerantz_LLP #CFLT #Confluent_Inc

Investigation Launched into Proposed Acquisition of Confluent by IBM Kahn Swick & Foti, LLC is scrutinizing the proposed sale of Confluent, Inc. to IBM to assess if shareholders are receiving fair value in the transaction.

Investigation Launched into Proposed Acquisition of Confluent by IBM #USA #New_York #Kahn_Swick #Confluent #CFLT

48 Hours to Expiry: My Game Plan for This Week’s Options Madness We’ve all been there. You open your brokerage app, and the screen is a sea of green and orange. It’s Wednesday, January 14th, and I have a ...

Options Trading: Expectations vs. Reality 🤡 vs 🏦
"In Oct '25, I dropped $950 on a $RDDT $300 Call. Today? It’s worth $3. 📉
The lesson? Buying 'moonshots' is expensive.
#RDDT #CFLT #OptionsTrading #LossPorn"
retireondividend.blogspot.com/2026/01/48-h...

Big Data growth is meeting real constraints 🧵

Big Data platforms still benefit from recurring revenue, high gross margins, and expanding AI use cases. Data infrastructure remain embedded in enterprise workflows, supporting long-term demand for #DDOG, #ESTC, #PLTR, #CRM, #ORCL, #SAP, #NOW, #CFLT.

IBM Makes a Big Acquisition (and Buys My Favorite SaaS Stock): What Investors Need to Know | The Motley Fool Confluent had sizable upside that now belongs to Big Blue. Here's what they got, and how it affects Confluent shareholders.

#IBM #CFLT #d3ae0ca7-2484-4ded-8fdc-74ef7c6a7a7f #investing #Technology #and #Telecom

Origin | Interest | Match

IBM Makes a Big Acquisition (and Buys My Favorite SaaS Stock): What Investors Need to Know | The Motley Fool Confluent had sizable upside that now belongs to Big Blue. Here's what they got, and how it affects Confluent shareholders.

#IBM #CFLT #d3ae0ca7-2484-4ded-8fdc-74ef7c6a7a7f #investing #Technology #and #Telecom

Origin | Interest | Match

#NET, #IOT, #SNOW, and #VEEV raised their guidance by around 1%.

Companies such as #GTLB, #CFLT, #NOW, #AXON, and #PANW adjusted their full-year outlooks upward by 0.5% to 0.1%.

#CRWD did not revise its annual forecast, keeping it unchanged.

Just below the median, but still solid, are #ZS, #IOT at 115%, and #CFLT at 114%.

On the lower end, #MNDY reports 111%, though it’s worth noting that $MNDY’s DBNRR for medium and large customers is stronger at 117%.

#PLTR +46.4%, #SNOW +24.6%, #DDOG +21.8%, #MDB +20.0%, #ORCL +19.7%, #CFLT 16.7%, #WK +16.4%, #MSFT +15.0%, #DT +14.9%, #GOOGL +14.0%, #ESTC +13.6%, #CRM +11.7%, #AMZN +11.6%, #SAP +8.4%, #IBM +6.1%, #TDC-1.1%.

Other segments present mixed signals. #ESTC, #CRM, #DT, #CFLT, and #WK show weaker YTD stock performance as consumption volatility and deal timing overshadow product progress. #SAP and #TDC stay closer to flat growth curves.

#CFLT #^DJI #^GSPC #UL #IBM #^IXIC #APD #WVE #MICC #c9ddeb14-8cdd-4408-b9c9-ddd8f1911985 #investing

Origin | Interest | Match

#IBM buying out #CFLT in validation of the thesis that real-time streaming data is becoming increasingly important to building world-class AI models.

That strengthens the bull thesis the AI data plays like #SNOW and #MDB.

Halper Sadeh LLC Urges Shareholders of CFLT, SNCR, and WBD to Know Their Rights Halper Sadeh LLC is actively investigating potential federal securities law violations involving Confluent, Synchronoss, and Warner Bros. shareholders.

Halper Sadeh LLC Urges Shareholders of CFLT, SNCR, and WBD to Know Their Rights #USA #New_York #Halper_Sadeh #WBD #CFLT

📢 Stocks Trending NOW: #CFLT #CETX #TGL #CVNA #AVGO #CRWV #MRVL #WVE #IBM #GPCR

IBM acquiring Confluent in $11 billion all-cash deal

#IBM = -2% #CFLT = +25%

IBM is reportedly in talks to acquire Confluent for about $11B, per the WSJ. #CFLT jumped on the news, while #IBM edged lower. The deal would give IBM stronger tools for handling real-time data, which are essential for building and running modern AI and cloud systems.

IBM Reportedly Nears $11 Billion Deal To Acquire Confluent, In Big Push Into Real-Time AI Data - Confluent (NASDAQ:CFLT), Salesforce (NYSE:CRM) International Business Machines Corp (NYSE: IBM) is reportedly in advanced discussions to acquire data-infrastructure company Confluent Inc (NASDAQ: CFLT) for approximately $11 billion.

IBM Reportedly Nears $11 Billion Deal To Acquire Confluent, In Big Push Into Real-Time AI Data International Business Machines Corp (NYSE: IBM) is reportedly in advanced discussions to acquire dat...

#CFLT #CRM #IBM #IBM #Large #Cap #News #PANW #Markets #Tech #CRM

Origin | Interest | Match

• High dilution above 4% YoY is marked in red

Companies #CYBR, #MDB, #RBRK, #U, and #CFLT have high levels of dilution that consume a significant portion of their revenue growth.

#CFLT #f3fdc046-5946-4957-b491-f70f136adf9f #investing

Origin | Interest | Match

Confluent Expands Tableflow to Power Real-Time Analytics and AI Across Clouds Confluent (Nasdaq:CFLT) announced General Availability of Delta Lake and Databricks Unity Catalog integrations in Tableflow and Early Access on Microsoft OneLake on October 29, 2025.Tableflow now materializes Kafka topics as Delta Lake or Iceberg tables with automated schema sync, upsert support, dead‑letter handling, BYOK, and enterprise governance for multicloud analytics and AI workflows. OneLake EA adds Azure-native Delta Lake and Unity Catalog support for Microsoft Fabric and Azure Databricks.

#CFLT Confluent Expands Tableflow to Power Real-Time Analytics and AI Across Clouds

www.stocktitan.net/news/CFLT/confluent-expa...

Key points from #CFLT Confluent’s Third Quarter 2025 Earnings Call:

Financial Performance:
Confluent delivered strong quarterly results with revenue of $286.3M (+19% YoY), representing 96% of total revenue. The U.S. generated $172.1M (+13%), while international markets surged 29% to $126.4M.

Thoughts on Confluent Earnings Report #CFLT:
🟢 Positive
• Revenue $298.5M (+19.3% YoY, +5.7% QoQ) and EPS $0.13* (+30% vs est.)
• Operating margin 9.7%* (+3.4pp YoY); FCF margin 8.2% (+4.5pp YoY)
• Subscription $286.3M (+19.4% YoY, 96% of rev)

#CFLT Q3'25 Results:
↗️$298.5M rev (+19.3% YoY, +5.7% QoQ) beat est by 2.0%
↘️GM* (78.2%, -1.1 PPs YoY)🟡
↗️Operating Margin* (9.7%, +3.4 PPs YoY)🟢
↗️FCF Margin (8.2%, +4.5 PPs YoY)
↗️Net Margin (-22.3%, +7.3 PPs YoY)
↗️EPS* $0.13 beat est by 30.0%🟢
*non-GAAP

Revenue by Segment

#CFLT Q3'25 Results:
↗️$298.5M rev (+19.3% YoY, +5.7% QoQ) beat est by 2.0%
↘️GM* (78.2%, -1.1 PPs YoY)🟡
↗️Operating Margin* (9.7%, +3.4 PPs YoY)🟢
↗️FCF Margin (8.2%, +4.5 PPs YoY)
↗️Net Margin (-22.3%, +7.3 PPs YoY)
↗️EPS* $0.13 beat est by 30.0%🟢
*non-GAAP

Confluent Announces Third Quarter 2025 Financial Results Confluent, Inc., the data streaming pioneer, today announced financial results for its third quarter of 2025, ended September 30, 2025.. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251026938479/en/.

#CFLT Confluent Announces Third Quarter 2025 Financial Results

www.stocktitan.net/news/CFLT/confluent-anno...

#CFLT Q3'25 Earnings Preview

Consensus Estimates:
Revenue $293M (+16.9% YoY)
EPS $0.10 (+0.0% YoY)

If $CFLT beat estimates by 1.5% (same as last quarter) Q3'25 Revenue Growth will be +18.7% YoY

Management Guidance:
Q3'25 $281 - $282M guide (+17.3% YoY)
$1,105 - $1,110M FY guide (+20.1% YoY)

#Earnings to Watch - Week of Oct 27th, 2025
#BOH #CRI #DQ #KDP #RVTY #AGYS #AMKR #BBBY #CAR #CDNS #CFLT #CLS #CR #FFIV #NUE #NXPI #RMBS #UHS #V #CVNA #DAY #EBAY #FORM #GOOGL #KLAC #MELI #META #MSFT #CAH #CCCS #CMSA #COMM #CQP #CROX #DSGR #CVX #FET #GWW #IMO #LIN #LYB #MGA #NVT #RBC #TROW #XOM

There are significant differences in SBC as a percentage of revenue across the industry.

For example, #SNOW and #CFLT reports one of the highest levels at 38%, followed by $S at 31%.

In Q2 2025, the companies with the least favorable CAC Payback Periods included #CFLT at 38.3 months, #S at 30.7 months, #NOW at 30.6 months (due to seasonal factors).