Confluent, Inc.
CFLTQ3 2025(CFLT Q2 FY2025)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$388.5M
AI Revenue (Q)
$27.1M
Total Revenue (Q)
$452.2M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Total revenue: $282.3M ($270.8M subscription + $11.5M services). Company operates as one reportable segment. Zero mentions of AI in the filing text. Subscription revenue grew 21% YoY. Deferred revenue increased to $455.6M (current + non-current), up from $353.0M a year ago, indicating strong forward demand. The segment note confirms single operating segment. AI workloads increasingly consume real-time data streaming for inference, monitoring, and autonomous agent orchestration. Conservative estimate of 6% maintained. Math: ~$16.9M / $282.3M = ~6%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue: Subscription $270,832 Services $11,453 Total revenue $282,285 (three months ended June 30, 2025)
10-Q Q2 FY2025, Condensed Consolidated Statements of Operations
The Company operates its business as one operating and reportable segment
10-Q Q2 FY2025, Segment Information note
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 PlatformApache Flink on Confluent CloudWarpStreamTableflow
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix