Data streaming is the key to turning generic artificial intelligence models into powerful tools for businesses and their customers.Data streaming is the technology behind many live digital experiences each day. Investing and sports betting platforms use it to feed real-time prices to smartphones. Retailers use it to feed live inventory information to their websites, so customers know whether products are in stock.Data streaming is also critical in artificial intelligence (AI) applications, which need access ...

Streaming Industry Overview - Streaming stocks are shares of publicly traded companies primarily delivering audio, video, or live content over the internet, with notable examples including Netflix and Spotify [2] - Investors focus on metrics such as subscriber growth, engagement, churn, content, and marketing spend, as these factors drive recurring revenue and influence valuations and volatility [2] Company Summaries Spotify Technology (SPOT) - Spotify Technology S.A. provides audio streaming subscription services globally, operating through two segments: Premium and Ad-Supported [3] - The Premium segment offers unlimited online and offline streaming access to its music and podcast catalog without commercial breaks [3] Confluent (CFLT) - Confluent, Inc. operates a data streaming platform both in the U.S. and internationally, providing platforms for customers to connect applications, systems, and data layers [3] - Key offerings include Confluent Cloud, a managed cloud-native software-as-a-service, and Confluent Platform, an enterprise-grade self-managed software [3] Roku (ROKU) - Roku, Inc. operates a TV streaming platform in the U.S. and internationally, divided into two segments: Platform and Devices [4] - The Platform segment includes digital advertising services, media and entertainment promotional spending, and revenue shares from streaming services [4] Franco-Nevada (FNV) - Franco-Nevada Corporation is a gold-focused royalty and streaming company operating in various regions including South America, Central America, and the U.S. [5] - The company manages a portfolio focused on precious metals and engages in the sale of crude oil, natural gas, and natural gas liquids [5] Logitech International (LOGI) - Logitech International S.A. designs, manufactures, and markets software-enabled hardware solutions for gaming, streaming, and other applications [6] - Product offerings include gaming peripherals, streaming services, and various types of speakers and webcams [6][7]

Core Viewpoint - DA Davidson raised the price target on Confluent (CFLT) to $29 from $27 while maintaining a Buy rating, indicating positive sentiment towards the company's performance and growth potential [1] Financial Performance - Confluent reported a solid beat and raise, suggesting that the company's financial results exceeded expectations [1] - Optimizations that affected the first half of the year have returned to a healthy level, contributing to improved performance [1] Growth Metrics - The late-stage pipeline grew over 40% sequentially for the second consecutive quarter, highlighting strong demand and potential for future revenue [1] - New use cases moving into production have accelerated, indicating an expansion in the company's service offerings and customer adoption [1] Customer Acquisition - The company experienced strong large new logo additions, reflecting successful customer acquisition strategies [1] - DSP (Data Streaming Platform) callouts were also encouraging, suggesting positive feedback and engagement from existing customers [1]

Confluent (NASDAQ: CFLT ) may no longer be the high-growth engine it once was, but that might be OK. The company’s recent results proved better than expected as forward growth rates look fine even when accounting for the loss of a large customer. TheJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation h ...

The Q3 earnings season is upon us, and so far an early trend is emerging: the small- and mid-cap tech stocks that have lagged large caps are making a bit of a resurgence. As we head into 2026, I continue to encourage investors to rotateWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contri ...

BREAKING: Stocks Rumble Higher As PayPal, UnitedHealth RallyConfluent (CFLT) stock jumped 8% after the data software company posted third-quarter results late Monday. The firm's shares also rallied earlier this month on a report it was attracting takeover interest.Confluent said that its adjusted earning grew 30% year-over-year to 13 cents per share for the September-ended quarter. That beat estimates of 10 cents per share prior to the report, according to FactSet. Sales increased 19% to $298.5 million, bea ...

Barclays analyst sets a price target of $27 for Confluent, Inc. (NASDAQ:CFLT), indicating a potential upside of 22.28%.Confluent reports a 30% earnings surprise in Q3 2025, with EPS of $0.13, surpassing the Zacks Consensus Estimate.Revenue growth highlighted by a 24% year-over-year increase in Confluent Cloud revenue and consistent outperformance of consensus revenue estimates.Confluent, Inc. (NASDAQ:CFLT) is a prominent player in the data streaming industry, providing a platform that enables real-time data ...

Confluent Inc (NASDAQ:CFLT) reported better-than-expected earnings for the third quarter on Monday.The company posted quarterly earnings of 13 cents per share which beat the analyst consensus estimate of 10 cents per share. The company reported quarterly sales of $298.537 million which beat the analyst consensus estimate of $292.871 million.Confluent raised its FY2025 adjusted EPS guidance from $0.36 to $0.39-$0.40.“Confluent delivered a strong quarter, with 24% year-over-year growth in Confluent Cloud reve ...

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