---
title: "Confluent | 10-Q: FY2025 Q2 Revenue Beats Estimate at USD 282.29 M"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/250858503.md"
published_at: "2025-07-30T20:36:54.000Z"
---

# Confluent | 10-Q: FY2025 Q2 Revenue Beats Estimate at USD 282.29 M

Revenue: As of FY2025 Q2, the actual value is USD 282.29 M, beating the estimate of USD 278.43 M.

EPS: As of FY2025 Q2, the actual value is USD -0.24, missing the estimate of USD -0.2017.

EBIT: As of FY2025 Q2, the actual value is USD -75.33 M.

### Segment Revenue

-   **Subscription Revenue**: $270.8 million for the three months ended June 30, 2025, compared to $224.7 million for the same period in 2024, representing a 21% increase.
-   **Services Revenue**: $11.5 million for the three months ended June 30, 2025, compared to $10.3 million for the same period in 2024, representing an 11% increase.

### Operational Metrics

-   **Net Loss**: $81.9 million for the three months ended June 30, 2025, compared to $89.9 million for the same period in 2024.
-   **Gross Margin**: 74% for the three months ended June 30, 2025, compared to 72% for the same period in 2024.
-   **Operating Loss**: $96.4 million for the three months ended June 30, 2025, compared to $108.3 million for the same period in 2024.

### Cash Flow

-   **Net Cash Used in Operating Activities**: $8.6 million for the six months ended June 30, 2025, compared to $17.4 million for the same period in 2024.
-   **Net Cash Used in Investing Activities**: $120.5 million for the six months ended June 30, 2025, compared to $63.3 million for the same period in 2024.
-   **Net Cash Provided by Financing Activities**: $36.9 million for the six months ended June 30, 2025, compared to $43.1 million for the same period in 2024.

### Unique Metrics

-   **Confluent Cloud Revenue Contribution**: 53% of total subscription revenue for the three months ended June 30, 2025, compared to 50% for the same period in 2024.

### Future Outlook and Strategy

-   **Core Business Focus**: Confluent plans to continue investing in Confluent Cloud and its Data Streaming Platform capabilities, with a focus on increasing market adoption and expanding use cases. The company aims to enhance its product offerings to support a variety of adjacent use cases, including those driven by generative AI.
-   **Non-Core Business**: The company acquired WarpStream Labs, Inc. in September 2024 to add a BYOC data streaming solution to its product portfolio, indicating a strategic focus on expanding its offerings to serve customers who want a cloud-native streaming offering in their own cloud account.

### Related Stocks

- [CFLT.US - Confluent](https://longbridge.com/en/quote/CFLT.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Confluent (CFLT) Valuation Check After Mixed Returns And Ongoing IBM Acquisition Debate | Confluent (CFLT) is attracting investor attention due to mixed share performance, with a 34.86% gain over the past three | [Link](https://longbridge.com/en/news/276063872.md) |
| Confluent to Merge with IBM in Newly Announced Deal | Confluent, Inc. is merging with an IBM subsidiary, becoming a wholly owned subsidiary of IBM. The merger has prompted mu | [Link](https://longbridge.com/en/news/274877906.md) |
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| ‘This Isn’t a Bubble’: Raymond James Says Load Up on These 2 Tech Stocks | Raymond James CIO Larry Adam argues that the current tech boom, driven by AI, is not a bubble, despite fears. He remains | [Link](https://longbridge.com/en/news/267329239.md) |
| Confluent, Inc. Merger with IBM Progresses | On January 13, 2026, Confluent, Inc. announced the expiration of the HSR Act waiting period for its merger with IBM. Key | [Link](https://longbridge.com/en/news/272459173.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
