Confluent(US:CFLT) ZACKS·2026-02-12 00:00Core Insights - Confluent reported revenue of $314.82 million for the quarter ended December 2025, reflecting a year-over-year increase of 20.5% and surpassing the Zacks Consensus Estimate of $307.29 million by 2.45% [1] - The company's EPS for the quarter was $0.12, an increase from $0.09 in the same quarter last year, and exceeded the consensus EPS estimate of $0.10 by 22.08% [1] Revenue Breakdown - Revenue from Services was $13.17 million, exceeding the average estimate of $10.96 million by analysts, representing a year-over-year growth of 24.5% [4] - Subscription revenue reached $301.65 million, surpassing the average estimate of $295.97 million, with a year-over-year increase of 20.4% [4] - Revenue from Confluent Cloud was $169 million, above the average estimate of $165.22 million, showing a year-over-year growth of 22.5% [4] Stock Performance - Over the past month, Confluent's shares have returned +0.6%, while the Zacks S&P 500 composite has seen a decline of -0.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]