Compared to Estimates, Confluent (CFLT) Q3 Earnings: A Look at Key Metrics

Core Insights - Confluent reported revenue of $298.52 million for the quarter ended September 2025, reflecting a year-over-year increase of 19.3% and surpassing the Zacks Consensus Estimate of $292.05 million by 2.22% [1] - The company's EPS for the quarter was $0.13, an increase from $0.10 in the same quarter last year, resulting in an EPS surprise of 30% compared to the consensus estimate of $0.10 [1] Revenue Breakdown - Revenue from Services was $12.19 million, exceeding the average estimate of $10.4 million by analysts, representing a year-over-year increase of 17.8% [4] - Subscription revenue reached $286.34 million, surpassing the average estimate of $281.42 million, with a year-over-year growth of 19.4% [4] - Revenue from Confluent Cloud was $161 million, exceeding the estimated $157.67 million, marking a significant year-over-year increase of 24.1% [4] Stock Performance - Confluent's shares have returned 15.2% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of 2.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]