Confluent, Inc.

CFLT

NASDAQ

Technology

Software - Infrastructure

Mountain View, CA, US3,060 employeesconfluent.io

$30.99

+0.00(0.00%)

Mkt Cap $11.1B

$15.91

$30.99

52-Week Range

At a Glance

AI-generated

Revenue breakdown: Subscription And Circulation (32.8%), Subscription (32.8%), Confluent Cloud (17.3%).

8-K

Confluent, Inc. held a special stockholder meeting on February 12, 2026, where shareholders approved the Merger Agreement with International Business Machines Corporation and advisory compensation for named executive officers related to the merger. Proposal 1 (Merger Agreement adoption) passed with 687,954,937 FOR votes out of 688,386,133 total votes cast.

$11.1B

Market Cap

$1.2B

Revenue

-$300M

Net Income

Employees3,060

Fundamentals

How The Business Makes Money

Revenue by Segment

Subscription And Circulation32.8%($2.8B)

Subscription32.8%($2.8B)

Confluent Cloud17.3%($1.5B)

Post Contract Customer Support11.8%($993M)

License3.7%($313M)

Service1.6%($136M)

Revenue by Geography

US58.7%($1.7B)

Non Us41.3%($1.2B)

Activity

What Changed Recently

Management Change

Feb 24, 2026

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On February 2

Financial Results

Feb 10, 2026

and Item 9.01 of this Current Report on Form 8-K, including the accompanying Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the

Shareholder Vote

Feb 11, 2026

Submission of Matters to a Vote of Security Holders. On December 7, 2025, Confluent, Inc. (“Confluent”) entered into an Agreement and Plan of Merger (the “Merge

Other Event

Feb 3, 2026

Other Events. As previously disclosed, on December 7, 2025, Confluent, Inc., a Delaware corporation (“ Confluent ”), entered into an Agreement and Plan of Merge

Other Event

Jan 12, 2026

Other Events. As previously disclosed, on December 7, 2025, Confluent, Inc., a Delaware corporation (“Confluent”), entered into an Agreement and Plan of Merger

Peer Companies

Company	Price	Change	Market Cap	P/E
INFAINFA	$24.79	+0.00%	$7.5B	—
DOXAmdocs Limited	$66.37	+1.95%	$7.2B	12.4
NICENICE Ltd.	$113.00	+2.62%	$6.9B	11.7
DBXDropbox, Inc.	$23.41	+1.50%	$6.3B	12.0
TTANServiceTitan, Inc.	$62.99	+0.91%	$6.0B	-39.6
PATHUiPath Inc.	$11.21	+1.68%	$6.0B	23.0
KVYOKlaviyo, Inc.	$19.11	-1.70%	$5.8B	-180.9
BLSHBullish	$36.23	+3.31%	$5.4B	-7.8

Analyst View

Company Profile

CIK0001699838

ISINUS20717M1036

CUSIP20717M103

Phone800 439 3207

Address899 West Evelyn Avenue, Mountain View, CA, 94041, US

SEC EDGAR