Back to top

Image: Bigstock

Confluent (CFLT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Read MoreHide Full Article

Confluent (CFLT - Free Report) reported $282.29 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 20.1%. EPS of $0.09 for the same period compares to $0.06 a year ago.

The reported revenue represents a surprise of +1.63% over the Zacks Consensus Estimate of $277.76 million. With the consensus EPS estimate being $0.08, the EPS surprise was +12.5%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Confluent performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Remaining performance obligations (RPO): $1.16 billion compared to the $1.04 billion average estimate based on two analysts.
  • Revenue- Subscription: $270.83 million versus the eight-analyst average estimate of $267.57 million. The reported number represents a year-over-year change of +20.5%.
  • Revenue- Services: $11.45 million compared to the $10.18 million average estimate based on eight analysts. The reported number represents a change of +11.4% year over year.
  • Revenue- Confluent Cloud: $150.52 million compared to the $149.48 million average estimate based on six analysts. The reported number represents a change of +28.7% year over year.
  • Revenue- Confluent Platform- License: $30.63 million versus the two-analyst average estimate of $28.44 million.
  • Revenue- Confluent Platform- PCS: $89.68 million compared to the $89.89 million average estimate based on two analysts.

View all Key Company Metrics for Confluent here>>>

Shares of Confluent have returned +8.1% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Confluent, Inc. (CFLT) - free report >>

Published in