For the quarter ended September 2025, Confluent (CFLT) reported revenue of $298.52 million, up 19.3% over the same period last year. EPS came in at $0.13, compared to $0.10 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $292.05 million, representing a surprise of +2.22%. The company delivered an EPS surprise of +30%, with the consensus EPS estimate being $0.10.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Confluent performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Services: $12.19 million versus $10.4 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +17.8% change.
- Revenue- Subscription: $286.34 million compared to the $281.42 million average estimate based on eight analysts. The reported number represents a change of +19.4% year over year.
- Revenue- Confluent Cloud: $161 million versus $157.67 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +24.1% change.
View all Key Company Metrics for Confluent here>>>
Shares of Confluent have returned +15.2% over the past month versus the Zacks S&P 500 composite's +2.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Confluent, Inc. (CFLT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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