Confluent, Inc.

Total revenue: $217.2M ($206.9M subscription + $10.3M services). Company operates as one reportable segment. Zero mentions of AI in the filing. The segment note confirms single operating segment with CEO as CODM using consolidated net loss. No AI-specific products, features, or revenue disclosures. However, Confluent Cloud's consumption-based model inherently captures AI/ML streaming workloads. By Q1 2024, enterprise AI deployment was a major IT priority, and real-time data streaming is critical infrastructure for AI inference, feature serving, and model training pipelines. Conservative estimate of 4% reflects growing AI adoption as a driver of data streaming consumption. Math: ~$8.7M / $217.2M = ~4%.