Core Viewpoint - Confluent (CFLT) has launched Tableflow, a feature in Confluent Cloud that simplifies the integration of real-time operational data with analytical systems, enhancing data accessibility and enabling advanced analytics and AI applications [1][2]. Product Development and Innovations - Tableflow allows users to access streaming data in popular open table formats, facilitating seamless integration of Apache Kafka topics as Apache Iceberg tables for both real-time and batch processing [3]. - Confluent has expanded its partnership with Databricks to enhance real-time data processing capabilities and became the first data streaming platform available on Jio Cloud Services, promoting real-time data streaming solutions in India [7][8]. - The introduction of the "Easy Button" feature enables users to generate vector embeddings instantly, simplifying real-time AI workflows [8]. - In December 2024, Confluent launched a platform for Apache Flink, emphasizing its commitment to advanced real-time data processing tools [9]. Financial Performance and Guidance - Confluent's share price has decreased by 14.9% over the past year, underperforming the broader Zacks Computer & Technology sector's growth of 4.3% and the Zacks Internet - Software industry's return of 2.7% [4]. - For Q1 fiscal 2025, Confluent projects revenues between $253 million and $254 million, with a Zacks Consensus Estimate of $265.08 million, indicating a 22.02% year-over-year increase [10]. - For fiscal 2025, projected revenues are between $1.117 billion and $1.121 billion, with a Zacks Consensus Estimate of $1.16 billion, suggesting a 20.52% increase from the previous year [11].

Core Viewpoint - Confluent's stock is experiencing a significant decline due to insider selling by CEO Jay Kreps, which is perceived negatively by investors [1][2][3] Group 1: Stock Performance - Confluent's share price fell by 7.9% as of 2:30 p.m. ET, with a peak decline of 11% earlier in the trading session [1] - Following the insider selling disclosure, Confluent's stock is down approximately 4% for the year 2025 [3] Group 2: Insider Selling - CEO Jay Kreps plans to sell 465,000 shares of common stock, valued at around $14.97 million [2] - Prior to this planned sale, Kreps had sold 232,500 shares over the last three months [2] Group 3: Financial Guidance - Confluent is projecting sales between $1.117 billion and $1.121 billion for the year, indicating an annual growth of about 16% at the midpoint [4] - The company anticipates non-GAAP adjusted earnings per share of approximately $0.35, suggesting a growth of around 21% [4] Group 4: Future Outlook - Despite recent stock volatility, Confluent's business is expected to maintain solid momentum this year [4] - A new partnership and software integration with Databricks may provide significant long-term growth opportunities for the company [4]

Group 1 - The article discusses the challenges of deciding when to sell winning stocks in a volatile market environment, highlighting the increasing stock market dispersion which favors active investing and single-stock strategies [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry themes and has been a contributor to Seeking Alpha since 2017, indicating his established presence in the investment community [1] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or industries [2][3]

Core Viewpoint - Confluent's stock has experienced significant growth, rising 59% over the past six months, driven by strong quarterly results and positive guidance, indicating continued momentum in the data-streaming market [1][2]. Group 1: Financial Performance - Confluent's revenue for 2024 increased by 24% to $964 million, with a forecasted total addressable market growth to $100 billion, highlighting substantial growth potential [3]. - The company reported a nearly sevenfold increase in its bottom line to $0.29 per share, surpassing initial guidance of $0.17 per share [6]. - Management anticipates a 21% increase in earnings to $0.35 per share in 2025, alongside a 16% revenue spike, suggesting a strong outlook for continued growth [7]. Group 2: Customer Growth and Retention - Confluent's dollar-based net retention rate was 117%, indicating that existing customers are increasing their spending year over year [5]. - The number of customers with an annual recurring revenue (ARR) exceeding $1 million grew by 23% year over year, outpacing the overall customer base growth of 17% [6]. Group 3: Strategic Partnerships - Confluent has established a multiyear strategic partnership with Jio Platforms Limited, which could significantly expand its customer base as it becomes the first data streaming services provider on JioCloud Services [8]. - The company has also expanded its partnership with Databricks, integrating its data streaming platform with Databricks' data intelligence platform to enhance real-time data capabilities for AI-driven decision-making [9]. Group 4: Valuation Metrics - Confluent's price/earnings-to-growth (PEG) ratio is 0.8, indicating that the stock is undervalued relative to its expected earnings growth over the next five years [11].

The S&P 500 (^GSPC 0.24%) continues to set new record highs, extending the raging bull market which began when the index bottomed in October 2022. However, not every stock has followed along.Confluent (CFLT 0.26%) stock is still trading 62% below its best-ever level which was set during the tech frenzy in 2021. It was undeniably overvalued back then, but the company's industry-leading data streaming technology has found a new use case thanks to artificial intelligence (AI), so now might be a great time for ...

Data streaming company Confluent (CFLT -3.77%) was streaming stock market success in recent trading sessions. Following the release of its fourth-quarter and full-year 2024 financial results, investors leaped on the stock; as of early Friday morning its price had risen by almost 21% week to date, according to data compiled by S&P Global Market Intelligence.A solid quarter, and a pair of new collaborationsConfluent's quarterly performance impressed not only investors, but a swarm of analysts that published b ...

Over the past months, I’ve been bullish on Confluent, Inc. (NASDAQ: CFLT ) thanks to its consumption-based revenue model and its potential to report record Q4 2024 revenues. My bullish thesis has been proven by the company’s latest Q4 andAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, allo ...

Shares of Confluent (CFLT 21.89%) are seeing explosive gains in Wednesday's trading. The data streaming specialist's share price was up 20% as of 11:45 a.m. ET today. Meanwhile, the S&P 500 index was down 0.7%, and the Nasdaq Composite index was down 0.4%.Confluent published its fourth-quarter results after the market closed yesterday and reported sales and earnings for the period that beat Wall Street's expectations. The company also announced some new partnerships that appear to have investors excited.Con ...

CANADA - 2025/02/10: In this photo illustration, the Confluent, Inc. logo is seen displayed on a ... [+] smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesConfluent (NASDAQ: CFLT), a data streaming company, recently announced its Q4 results, surpassing market expectations for both revenue and earnings. The company reported $261 million in revenue and adjusted earnings of $0.09 per share, slightly above analysts' consensus ...

Investor Presentation February 11, 2025 Disclaimer This presentation includes express and implied forward-looking statements. All statements contained in this presentation other than statements of historical facts, including expectations of Confluent, Inc. ("we,ˮ "us,ˮ "our,ˮ or "Confluentˮ) regarding our revenue, revenue mix, revenue growth, expenses and other results of operations; total customers; net dilution; operating margins and margin improvements, targeted or anticipated margin levels; future finan ...