Confluent, Inc.
CFLTQ2 2023(CFLT Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$103.7M
AI Revenue (Q)
$3.5M
Total Revenue (Q)
$174.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Filing is truncated (8K chars) with no income statement. Revenue from comparative data in Q1 FY2024 10-Q: $174.3M total ($160.6M subscription + $13.7M services). Zero mentions of AI in the filing. However, post-ChatGPT (Nov 2022), enterprise AI/ML pipeline workloads began accelerating. Confluent's real-time data streaming is foundational infrastructure for ML feature stores and inference pipelines. Conservative estimate: ~2% of subscription revenue ($3.2M) attributable to AI/ML data streaming workloads. Math: $3.2M / $174.3M = ~2%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue: Subscription $160,567 Services $13,735 Total revenue $174,302 (three months ended March 31, 2023)
10-Q Q1 FY2024 comparative data, Condensed Consolidated Statements of Operations
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Confluent CloudConfluent PlatformKafka Streams
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix