Confluent, Inc.
CFLTQ3 2023(CFLT Q2 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$106.1M
AI Revenue (Q)
$3.8M
Total Revenue (Q)
$189.3M
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 Q2 FY2024 10-Q: $189.3M total ($176.5M subscription + $12.8M services). Zero mentions of AI in the filing. GenAI adoption was accelerating across enterprises mid-2023, driving some incremental data streaming demand for AI/ML pipelines. Conservative estimate: ~2% of subscription revenue ($3.5M) attributable to AI/ML workloads. Math: $3.5M / $189.3M = ~2%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue: Subscription $176,488 Services $12,797 Total revenue $189,285 (three months ended June 30, 2023)
10-Q Q2 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