For the quarter ended December 2025, Confluent (CFLT) reported revenue of $314.82 million, up 20.5% over the same period last year. EPS came in at $0.12, compared to $0.09 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $307.29 million, representing a surprise of +2.45%. The company delivered an EPS surprise of +22.08%, 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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $13.17 million compared to the $10.96 million average estimate based on eight analysts. The reported number represents a change of +24.5% year over year.
- Revenue- Subscription: $301.65 million compared to the $295.97 million average estimate based on eight analysts. The reported number represents a change of +20.4% year over year.
- Revenue- Confluent Cloud: $169 million compared to the $165.22 million average estimate based on six analysts. The reported number represents a change of +22.5% year over year.
View all Key Company Metrics for Confluent here>>>
Shares of Confluent have returned +0.6% over the past month versus the Zacks S&P 500 composite's -0.3% 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.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Confluent, Inc. (CFLT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
